Tax Manager

8 Days Old

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 skillscomfortable 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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Location:
Omaha
Salary:
$135,000 - $180,000 per year
Category:
Finance And Insurance

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