Senior Tax Advisor - Hybrid, Client-Facing & 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

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.