Tax Manager

Tax Manager + Shape Processes + Omaha

If you're a CPA who enjoys working directly with clients, solving complex tax situations, and having a seat at the table as a business grows, this opportunity offers something different than the typical public accounting environment.

We're partnering with a rapidly growing financial services firm that is expanding its tax practice to better serve a sophisticated client base. This is an opportunity to step into a highly visible role where you'll help shape processes, work alongside financial advisors, and play a key part in the long-term growth of the organization.

What You'll Be Doing

• Prepare and review individual and business tax returns
• Serve as a trusted resource for high-net-worth clients and their families
• Collaborate with financial advisors to align tax strategies with broader financial planning goals
• Improve tax workflows, processes, and client service delivery
• Research complex tax matters and provide practical solutions
• Help build and scale the firm's growing tax practice
• Participate in relationship-building and business development efforts

What They're Looking For

• Active CPA license required
• Strong tax preparation and tax planning experience
• Background working with high-net-worth individuals, business owners, or complex tax situations preferred
• Finance or wealth management experience strongly desired
• Self-starter who can work independently and take ownership of projects
• Strong communication skills and confidence interacting with clients
• Entrepreneurial mindset with an interest in helping grow a business

Why This Opportunity Stands Out

• Work directly with high-net-worth clients on meaningful tax matters
• Join a growing organization at an exciting stage of expansion
• Opportunity to help build systems, processes, and best practices
• Collaborative environment with close interaction between tax and advisory teams
• Modern office environment with a casual, team-oriented culture
• Profit-sharing opportunities and performance-based incentives
• Clear long-term growth potential, including a path toward equity participation

If you're looking for more than a traditional tax compliance role and want the opportunity to contribute to a growing firm while building long-term client relationships, we'd love to connect.

For confidential consideration, please click the APPLY button below. We understand that confidentiality is extremely important, and your resume will NOT be forwarded to our client without your permission.

Job Number – 3611157SV