Tax Manager + Growth Opportunity + Work/Life Balance

Lutz and Company PC
  • Omaha, NE
    30+ days ago

    Job Description

    Tax Manager + Growth & Work/Life Balance + Omaha

    Ready to step out of the grind and into real influence? This role with our client isn't just another tax role buried in returns and deadlines. This is an opportunity to step into a leadership seat, take ownership of a growing client base, and become the right hand to a firm leader who's ready to hand off the day-to-day and focus on bigger-picture strategy.

    If you're a CPA who enjoys client interaction, thrives in a fast-moving environment, and wants a path toward running a tax practice-this is where things get interesting.

    The Opportunity

    Join a growing, client-focused firm where tax isn't just compliance-it's strategy. You'll work closely with business owners and high-level clients, helping them make smarter financial decisions while gradually stepping into a leadership role overseeing client relationships and workflow.

    What You'll Be Doing

    • Prepare and review individual and business tax returns (1040, 1065, 1120, 1120S)
    • Lead client conversations around tax strategy, planning, and projections
    • Manage and grow relationships with an established book of clients
    • Oversee workflow, deadlines, and quality across tax engagements
    • Partner on accounting, bookkeeping, and payroll-related support
    • Identify proactive tax-saving opportunities and planning strategies
    • Help streamline processes and improve overall efficiency

    What You Bring

    • Active CPA (or very close to completion)
    • ~5+ years of tax experience (public accounting strongly preferred; combo public/private works)
    • Strong technical knowledge across individual and business returns
    • Experience working directly with clients and managing relationships
    • Ability to juggle multiple priorities without sacrificing quality
    • Comfortable stepping into a leadership or supervisory capacity
    • Familiarity with tools like QuickBooks, Drake, or similar platforms

    What Makes This Different

    • Clear leadership path - step into managing the tax practice over time
    • Established client base - not starting from scratch
    • High-touch, advisory-focused work - more than just compliance
    • Collaborative environment - work alongside financial advisors and leadership talent
    • Growth-oriented firm - expanding with opportunity to grow your role

    If you're not just looking for another busy season-you're looking for ownership, influence, and a seat at the table this could be the role for you.

    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 - 3570634SG

    Numbers & Facts

    LocationOmaha, NE

    Skills

    • Accountingunmatched
    • Bookkeepingunmatched
    • Certified Public Accountant (CPA)unmatched
    • Customer Relationsunmatched
    • Customer Relationship Management (CRM)unmatched
    • Intuit Quickbooksunmatched
    • Leadershipunmatched
    • Multitaskingunmatched
    • People Managementunmatched
    • Process Developmentunmatched
    • Process Improvementunmatched
    • Public Accountingunmatched
    • Public Worksunmatched
    • Strategic Planningunmatched
    • Tax Accountingunmatched
    • Tax Planningunmatched
    • Tax Returnsunmatched
    • Team Playerunmatched
    • Time Managementunmatched

    Be found by employers

    5,500+ employers search our resume database daily. Add yours to get found by recruiters looking for candidates like you.

    Level up your application

    Professional resume templates

    Browse dozens of recruiter approved resume templates, layouts and formats. Choose your favorite and make it your own in minutes.

    Free resume templates

    Free resume builder

    Improve your existing resume or start from scratch and create a standout, ATS-friendly resume. Add job-specific content, download and apply.

    Free resume builder