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Tax Manager

Tax Manager

Accountant BenchOmaha, NE, US
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Job Description

Job Description

Our client is a forward-thinking CPA and wealth management firm that prides itself on offering a fully integrated financial experience. With a reputation for personalized service and long-term client relationships, they serve high-net-worth individuals, families, and business owners seeking proactive tax strategies and comprehensive wealth planning.

Position Summary :

We are seeking a Tax Manager who is not only technically sound in tax compliance and strategy, but also a people-first leader capable of driving growth across both the tax and wealth management divisions. This is an ideal role for a CPA with strong leadership capabilities, business development acumen, and a desire to work in a highly collaborative and client-focused environment.

Key Responsibilities :

  • Oversee and review complex individual, business, trust, and estate tax returns
  • Lead and mentor a team of tax professionals, fostering a culture of accountability, development, and excellence
  • Collaborate closely with wealth advisors to deliver coordinated tax and financial planning strategies to clients
  • Identify opportunities for process improvement and efficiencies within the tax function
  • Build and deepen client relationships by serving as a trusted advisor
  • Represent the firm in networking and business development activities; assist in identifying and referring clients to the wealth management division
  • Assist in the strategic integration between the tax and wealth practices to create a seamless client experience

Qualifications :

  • Active CPA license required
  • 6+ years of tax experience in a public accounting firm or tax-focused environment
  • Proven experience managing and developing a tax team
  • Strong technical knowledge of tax law and compliance for individuals, businesses, and trusts
  • Excellent interpersonal and communication skills—comfortable interfacing with high-net-worth clients
  • Entrepreneurial mindset with interest or experience in growing a book of business
  • Exposure to or interest in wealth management, estate planning, or financial advisory services is a plus

    • What Sets This Role Apart :

  • Collaborative environment bridging tax and wealth management
  • Strategic leadership opportunity with clear impact on firm growth
  • Long-term potential for partnership or equity for the right individual
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    Tax Manager • Omaha, NE, US