Job ID: CE3876111216
Location: Omaha, NE
Category: Accounting & Finance
Employment Type: Permanent
Date Added: 04/28/2026
Tax Advisor & Strategist | $85,000-$120,000 | Direct Hire, On-Site | West Omaha
A Purpose-Driven Opportunity With a Wealth Management Company
If you’re a tax professional who enjoys strategy over routine, values working closely with high-net-worth clients, and wants to be part of a firm that’s different, this role offers a rare blend of impact, collaboration, and long-term growth.
This is more than compliance work. You’ll support sophisticated tax strategies, partner with wealth management professionals, and help our clients protect and grow multi-generational wealth—all within a close-knit, high-performing team environment.
What You’ll Do
Tax Execution & Preparation
- Prepare individual and business tax returns for clients
- Manage tax filing workflows with precision and timeliness
- Ensure compliance with federal and state tax regulations
Operational Duties
- Improve and maintain tax onboarding processes
- Build scalable tax preparation systems and workflows
- Support automation and efficiency improvements in tax operations
Collaboration w/ Wealth Team
- Work closely with Senior Tax Manager for client review and planning alignment
- Coordinate with advisors on client tax-related documentation
- Support client-facing tax delivery processes
Quality Control
- Ensure accuracy and completeness of all tax filings
- Identify and reduce errors or rework cycles
- Maintain high standards of client deliverable quality
What We’re Looking For
- CPA license required
- 3+ years tax preparation or public accounting experience
- Strong tax knowledge (individual + business returns)
- Experience working with high-net-worth clients preferred
- Strong organizational and systems-thinking ability
- Tech-forward mindset (automation, workflow tools, efficiency improvement)
- Strong communication and collaboration skills
What Makes This Different
- Selective client base (not mass-market tax prep)
- 45 hrs per week MAX
- Integrated with wealth advisory team (not siloed tax)
- Focus on quality and process, not volume
- Opportunity to shape internal tax infrastructure
- Work alongside advisors and strategists
Compensation & Benefits
- Competitive benefits based on company/ client goals
- 401K Retirement Package
- Paid time off and holidays
Your Career Partner
The Reserves Network connects skilled Accounting and Finance professionals with top employers across the Midwest. As a veteran-founded, family-owned recruiting firm, we focus on long-term fit, transparency, and career success.
All qualified candidates are encouraged to apply.
