CPA Partner

Lifetime Retirement Partners; Omaha (NE); Hybrid; USD 180,000 - 320,000; Full time

Job summary

Lifetime Retirement Partners in Omaha, NE seeks a CPA Partner to lead tax and accounting advisory services. The role involves overseeing tax returns, managing financial statements, and integrating tax strategies with retirement planning.

Collaboration with financial advisors and staff supervision are core elements. The ideal candidate has CPA licensure, a strong accounting background, and experience in leadership within public accounting or financial services.

Qualifications

• Solid accounting foundation with strong GAAP knowledge and policies.
• Experience preparing and analyzing personal and business financial statements.
• Extensive tax preparation, planning, compliance, and review experience.
• Active CPA license in good standing or eligibility to obtain.
• Ability to provide tax-efficient strategy advice within retirement and investment plans.
• Experience in partner, leadership, or senior-level roles in public accounting or financial services.

Responsibilities

• Oversee preparation and review of individual and business tax returns.
• Manage financial statements and tax advisory services for clients.
• Collaborate with financial advisors to integrate tax strategies in retirement plans.
• Supervise staff or outsourced resources as needed.
• Meet with clients and interpret complex tax/accounting issues.
• Contribute to firm growth through relationship-building and business development.

Skills

Accounting foundation

Financial statements

Tax planning

Client advisory

Leadership/Partnership

Regulatory/compliance

Education

Bachelor's degree in Accounting or Finance

Advanced credentials (MST, CFP)

Tools

Job description

Company Description

Lifetime Retirement Partners provides financial guidance and retirement planning services to clients across the United States, with securities and investment advisory services offered through Osaic Wealth, Inc., Member FINRA/SIPC. Osaic Wealth is separately owned, and the products, services, and marketing names used by Lifetime Retirement Partners are independent of Osaic Wealth. The firm operates within strict regulatory standards, offering services only in states and jurisdictions where professionals are properly registered or exempt from registration. Not all products and services are available in every state or from every professional, and prospective team members are encouraged to review the firm’s disclosures at https://lifetimeretirementpartners.com for additional information. The organization maintains a strong compliance culture and emphasizes transparent, client-focused financial solutions.

Role Description

The CPA Partner role is a full-time hybrid position based in Omaha, NE, with flexibility for some work from home. This role involves overseeing preparation and review of individual and business tax returns, managing financial statements, and providing accounting and tax advisory services for clients. The CPA Partner will collaborate with financial advisors to integrate tax strategies into comprehensive retirement and investment plans, ensuring alignment with regulatory requirements. Day-to-day responsibilities include meeting with clients, interpreting complex tax and accounting issues, supervising staff or outsourced resources as needed, and contributing to firm growth through relationship-building and business development. The role also requires maintaining up-to-date knowledge of tax law and accounting standards, supporting internal compliance, and participating in strategic planning for the practice.

Qualifications

• Strong accounting foundation, including experience with Accounting and Finance principles, policies, and practices.
• Proficiency in preparing and analyzing Financial Statements for individuals and businesses.
• Extensive Tax Preparation experience, including planning, compliance, and review of complex returns.
• Active Certified Public Accounting (CPA) license in good standing, or eligibility to obtain and maintain such licensure.
• Demonstrated ability to advise clients on tax-efficient strategies within broader retirement and investment plans.
• Experience in a partner, leadership, or senior-level role within a public accounting or financial services environment.
• Excellent analytical, problem-solving, and written and verbal communication skills.
• Ability to work collaboratively in a hybrid setting in Omaha, NE, balancing in-office client meetings with remote work.
• High ethical standards, commitment to regulatory compliance, and a client-focused mindset.
• Bachelor’s degree in Accounting, Finance, or a related field; advanced credentials (e.g., MST, CFP) are a plus.