Tax Senior/Manager + Growth Opportunity + Work-Life Balance

Tax Senior/Manager + Growth & Work-Life Balance + Omaha

Ready to step out of the grind and into real influence? This role with our client in the wealth management industry 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)
• ~3+ 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