Senior Tax Planner — UHNW Strategy & Execution

Revolution Group, LLC; Omaha (NE); Vor Ort; USD 120.000 - 190.000; Vollzeit

Benefits dieser Stelle

Health insurance

Retirement plan

Zusammenfassung

Revolution Group, LLC in Omaha, NE, is seeking a Senior Tax Manager to focus on sophisticated tax planning for ultra-high-net-worth clients. You will participate in client meetings with the advisory team and shape customized tax strategies, with return preparation as a secondary function.

The role emphasizes building scalable tax infrastructure, improving onboarding, and exploring advisory opportunities beyond compliance, while maintaining a balanced 40–45 hour work week and a culture driven by

Qualifikationen

• CPA license required
• 3–7+ years of tax preparation or public accounting experience
• Strong knowledge of federal and state tax laws

Aufgaben

• Lead tax planning strategy and collaborate with the advisory team on client planning
• Sit in on client meetings and contribute to strategy discussions
• Prepare individual and business tax returns as needed for UHNW clients
• Develop scalable tax workflows and improve onboarding processes
• Ensure accuracy and compliance of all filings and client deliverables

Kenntnisse

CPA license

Tax planning

Client communication

Jobbeschreibung

Revolution Group, LLC in Omaha, NE, is seeking a Senior Tax Manager to focus on sophisticated tax planning for ultra-high-net-worth clients. You will participate in client meetings with the advisory team and shape customized tax strategies, with return preparation as a secondary function.

The role emphasizes building scalable tax infrastructure, improving onboarding, and exploring advisory opportunities beyond compliance, while maintaining a balanced 40–45 hour work week and a culture driven by