Senior Tax Accountant - Advisory

Percipio Business Advisors; Omaha (NE); Hybrid; USD 75,000 - 95,000; Full time

Benefits offered by this job

Base salary: $75,000–$95,000 annually

Performance bonuses

401(k) with Company Match

Flex PTO

Health & Wellness

Reimbursements

Professional Development

Job summary

Percipio Business Advisors is seeking a Senior Tax Accountant to lead tax planning and preparation for a diverse client base. You will work client‑facing, review returns, and drive proactive advisory work, integrating tax strategy with CAS and M&A services.

You will collaborate across teams to deliver value beyond compliance, advising on entity structures, transactions, and regulatory changes while enjoying a hybrid work arrangement and comprehensive benefits.

Qualifications

• 2+ years of experience in preparation and/or review of business, individual, trust, and/or nonprofit tax returns. Public accounting or CAS experience valued.
• Bachelor’s or Master’s degree in Accounting or Finance; associate with substantial experience considered.
• CPA designation or EA credential is a plus but not required; CPA candidates may receive exam time off and exam pay.
• Excellent analytical, research, and organizational skills with high attention to detail.
• Proficiency with Microsoft Excel and tax prep software (UltraTax, Lacerte, ProConnect); familiarity with modern accounting platforms is a plus.

Responsibilities

• Lead preparation and review of business (1120, 1120-S, 1065), individual (1040), trust (1041), and nonprofit (990) returns across diverse clients.
• Research tax regulations and drive planning projects delivering value beyond compliance.
• Advise clients on tax implications of business decisions including entity structuring and regulatory changes.
• Review work of associates on tax assignments and direct revisions.
• Coordinate with CAS and M&A teams to align tax strategy with broader goals.

Skills

Tax planning

Client communication

Analytical skills

Multi-client management

Excel proficiency

Education

Bachelor’s or Master’s in Accounting or Finance

Tools

UltraTax

Lacerte

ProConnect

QuickBooks Online

Job description

Location: Hybrid. Must live within commuting distance of Omaha; relocation not required.

Travel: Minimal (~10%) local travel within Greater Omaha; no overnight travel.

Why This Role Exists

Percipio Business Advisors is an advisory-first firm that partners directly with founders, CEOs, and executive teams across a range of industries. Our tax practice doesn’t operate in a silo. It’s integrated with our Comprehensive Accounting Solutions (CAS) and M&A advisory teams, which means our tax professionals see the full picture of a client’s financial life, not just a return.

The Senior Tax Accountant role is client-facing. You’ll be closely involved in tax engagements and develop real advisory relationships with business owners and executive teams. Your core work is reviewing and planning tax for business and individual clients. Beyond tax, you’ll also gain hands‑on CAS experience, which gives you a better view of the books behind the returns.

We’re looking for someone who is curious about how businesses actually work, not just how to prepare the return, but how tax strategy connects to the client’s growth plan, capital structure, and operational decisions. If you want your tax expertise to have a seat at the strategy table, this is the firm.

How You Will Contribute

Tax Planning & Preparation (Primary Focus)

• Lead preparation and review of business (Forms 1120, 1120-S, 1065), individual (Form 1040), trust (Form 1041), and nonprofit (Form 990) tax returns across a diverse client portfolio spanning multiple industries.
• Research tax regulations and drive tax planning projects that deliver measurable value to clients, going beyond compliance to proactive advisory.
• Advise clients on the tax implications of business decisions, including entity structuring, transaction planning, and regulatory changes.
• Review the work of consulting associates on tax assignments, giving feedback on methodology and directing revisions to build their capabilities.
• Coordinate with CAS and M&A teams to deliver integrated advice, ensuring tax strategy aligns with broader financial goals.

Comprehensive Accounting Solutions (CAS)

• Support the monthly close process for select clients, gaining hands‑on experience with recurring accounting operations.
• Reconcile bank and credit card activity, post transactions using modern platforms as well as industry standards like QuickBooks Online, Ramp, and Bill.com, and prepare financial statements.
• Prepare sales and use tax returns, property tax returns, payroll tax returns, and Forms 1096/1099.
• Identify process improvement opportunities and support implementation of technology-driven automation across client engagements.

What We Look For

We hire and promote based on curiosity, end-to-end understanding of processes, domain expertise, open-mindedness, and the ability to communicate complexity clearly. These traits drive your growth here as much as technical credentials.

• 2+ years of experience in preparation and/or review of business, individual, trust, and/or nonprofit tax returns. Public accounting or CAS experience highly valued.
• Bachelor’s or Master’s degree in Accounting or Finance. Candidates with an associate degree and substantial relevant experience will also be considered.
• CPA designation or EA credential is a plus but not required. We support CPA candidates with exam time off and exam pay.
• Excellent analytical, research, and organizational skills with high attention to detail.
• Proficiency with Microsoft Excel and tax preparation software (e.g., UltraTax, Lacerte, ProConnect). Familiarity with modern accounting platforms is a plus.
• Ability to manage multiple client priorities and deliver quality work within tight timeframes.
• Strong interpersonal skills and a client-first mentality. You can explain complex tax concepts to non-financial audiences.
• Base Salary: $75,000–$95,000 annually depending on experience
• Performance Bonuses: Discretionary bonuses based on individual contribution and firm profitability
• New Client Incentive: Earn additional compensation for bringing in new client relationships
• 401(k) with Company Match: Eligible to participate after 3 months of service, with employer matching contributions
• Flex PTO: Take the time you need. There are no arbitrary caps (Unlimited Paid Time Off)
• Health & Wellness: Medical, dental, vision, HSA option, short- and long-term disability, and life insurance
• Reimbursements: Monthly cell phone and wellness stipends
• Professional Development: CPE, CPA exam support, and paid memberships for professional organizations

Why Percipio

• Tax integrated with advisory: Your tax expertise feeds directly into CAS and M&A engagements.
• Direct client relationships: You’ll work directly with business owners and executive teams, not just review workpapers behind a closed door.
• Client diversity: Startups, growth‑stage SaaS, legacy businesses, and family offices across multiple industries. You gain deep industry exposure that accelerates your expertise.
• Tech-forward practice: We serve technology and AI companies, deploy modern cloud‑accounting stacks, and are building toward AI‑augmented workflows across all practice areas.
• Career growth on your terms: Advancement follows the value you deliver, not the calendar. Your path into management or deeper specialization is yours to shape.
• Lifestyle advantages: Predictable hours and flexible schedule outside of tax season peaks. Hybrid in‑office collaboration with flexibility to work from home when needed.

Percipio Business Advisors is an equal opportunity employer. We consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other characteristic protected by law.