Tax Advisor & Strategist

Job ID:

CE3876111216

Location:

Omaha, NE Category:

Accounting & Finance Employment Type:

Permanent Date Added:

04/28/2026 Apply now Back to Search 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. Apply now View All Jobs