Senior Tax Manager
Senior Tax Manager
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Job Description
Revolution Group LLC a leading wealth management firm based in Omaha NE is seeking an accomplished Senior Tax Manager CPA to join our dynamic team. This is an excellent opportunity for a driven professional to contribute to our firms success by delivering exceptional tax and financial planning services to our high-net-worth clients while collaborating with our experienced leadership and wealth management experts.
If you excel at developing effective tax strategies building trusted client relationships and supporting forward-thinking wealth initiatives we want to hear from you!
Core Responsibilities and Standards
- Uphold and embody the companys core purpose values and ethical standards with a focus on continuous improvement.
- Stay current on changes in tax laws regulations and trends in wealth management and financial planning ensuring our approaches remain both innovative and practical.
Client Service and Wealth Management
- Build and maintain strong trusted relationships with high-net-worth clients gaining a deep understanding of their financial goals and needs.
- Participate in client reviews offering customized strategic tax and financial planning advice to address both current and future objectives.
- Work closely with the wealth management team to recommend strategies for tax optimization investment planning retirement planning and wealth preservation integrating innovative ideas where appropriate.
- Ensure tax planning aligns seamlessly with broader financial strategies to deliver cohesive client-centered results.
Tax Compliance and Financial Planning
- Prepare and review individual and business tax returns with accuracy and compliance ensuring they support clients long-term financial goals.
- Provide strategic tax planning and consulting services to optimize client outcomes and position them for sustained success.
- Research and interpret complex tax regulations to identify opportunities that reflect our commitment to forward-thinking solutions.
Leadership and Collaboration
- Collaborate with the CEO/Founder COO and wealth management team to advance the firms vision bringing both innovation and practical expertise to our efforts.
- Lead Continuing Education (CE) training for CPAs and attorneys sharing advanced tax and financial planning strategies that demonstrate our forward-thinking approach.
- Present at firm learning events to educate clients and partners on evolving trends and strategies in tax and wealth management.
- Mentor and train team members to enhance their skills and contribute to process improvements that keep us at the forefront of the industry.
Marketing and Business Development
- Participate in the design and execution of key marketing initiatives and activities to highlight the firms expertise in innovative tax and wealth management services.
- Perform other duties as assigned.
Qualifications
- Bachelors degree in Accounting Finance or a related field.
- Certified Public Accountant (CPA) designation (preferred).
- A minimum of 5 years of experience in tax accounting with exposure to wealth management or financial planning highly desirable.
- Strong knowledge of federal and state tax laws and regulations as well as wealth management principles with an ability to apply both innovative and practical approaches.
- Proficiency in tax preparation software financial planning tools and Microsoft Excel.
- Excellent communication analytical and interpersonal skills with a client-first mindset and a readiness to embrace forward-thinking challenges.
- Ability to collaborate effectively with wealth management professionals and thrive in a dynamic results-oriented environment.
About Revolution Group LLC
Revolution Group LLC is a Nebraska-based employee-owned wealth management firm that delivers fully customized financial planning investment management and wealth preservation services to high-net-worth individuals and families. Guided by integrity and a blend of innovation and forward-thinking we help our clients achieve their financial aspirations and create lasting value for future generations through strategic insights and personalized care.
Our culture encourages challenging conventional methods developing cutting-edge strategies and staying ahead of industry trends ensuring our clients benefit from the best in tax and wealth management.
Ready to Make an Impact
Join us at Revolution Group LLC and help drive the future of wealth management by bringing your expertise and strategic vision to our team. If youre a skilled professional ready to contribute to the success of our clients and firm with a balance of innovation and forward-thinking apply now to become our Senior Tax Manager!
Required Experience:
Manager
Employment Type
Full-Time
