Join Our Team as a Senior Tax Accountant
Revolution Group, LLC, a leading wealth management firm based in Omaha, NE, is seeking an accomplished Senior Tax Accountant to join our dynamic team. This is an excellent opportunity for a driven professional to contribute to our firm’s success by delivering exceptional tax and financial planning services to our high-net-worth clients, while collaborating with our experienced leadership and wealth management experts.
If you excel at developing effective tax strategies, building trusted client relationships, and supporting forward-thinking wealth initiatives, we want to hear from you!
Core Responsibilities and Standards
- Uphold and embody the company’s core purpose, values, and ethical standards, with a focus on continuous improvement.
- Stay current on changes in tax laws, regulations, and trends in wealth management and financial planning, ensuring our approaches remain both innovative and practical.
Client Service and Wealth Management
- Build and maintain strong, trusted relationships with high-net-worth clients, gaining a deep understanding of their financial goals and needs.
- Participate in client reviews, offering customized, strategic tax and financial planning advice to address both current and future objectives.
- Work closely with the wealth management team to recommend strategies for tax optimization, investment planning, retirement planning, and wealth preservation, integrating innovative ideas where appropriate.
- Ensure tax planning aligns seamlessly with broader financial strategies to deliver cohesive, client-centered results.
Tax Compliance and Financial Planning
- Prepare and review individual and business tax returns with accuracy and compliance, ensuring they support clients’ long-term financial goals.
- Provide strategic tax planning and consulting services to optimize client outcomes and position them for sustained success.
- Research and interpret complex tax regulations to identify opportunities that reflect our commitment to forward-thinking solutions.
Leadership and Collaboration
- Collaborate with the CEO/Founder, COO, and wealth management team to advance the firm’s vision, bringing both innovation and practical expertise to our efforts.
- Lead Continuing Education (CE) training for CPAs and attorneys, sharing advanced tax and financial planning strategies that demonstrate our forward-thinking approach.
- Present at firm learning events to educate clients and partners on evolving trends and strategies in tax and wealth management.
- Mentor and train team members to enhance their skills and contribute to process improvements that keep us at the forefront of the industry.
Marketing and Business Development
- Participate in the design and execution of key marketing initiatives and activities to highlight the firm’s expertise in innovative tax and wealth management services.
Other Duties
- Perform other duties as assigned.
Qualifications
- Bachelor’s degree in Accounting, Finance, or a related field.
- Certified Public Accountant (CPA) designation (preferred).
- A minimum of 5 years of experience in tax accounting, with exposure to wealth management or financial planning highly desirable.
- Strong knowledge of federal and state tax laws and regulations, as well as wealth management principles, with an ability to apply both innovative and practical approaches.
- Proficiency in tax preparation software, financial planning tools, and Microsoft Excel.
- Excellent communication, analytical, and interpersonal skills, with a client-first mindset and a readiness to embrace forward-thinking challenges.
- Ability to collaborate effectively with wealth management professionals and thrive in a dynamic, results-oriented environment.
About Revolution Group, LLC
Revolution Group, LLC is a Nebraska-based, employee-owned wealth management firm that delivers fully customized financial planning, investment management, and wealth preservation services to high-net-worth individuals and families. Guided by integrity and a blend of innovation and forward-thinking, we help our clients achieve their financial aspirations and create lasting value for future generations through strategic insights and personalized care.
Our culture encourages challenging conventional methods, developing cutting-edge strategies, and staying ahead of industry trends, ensuring our clients benefit from the best in tax and wealth management.
Location: Omaha, NE
Position Type: Full-time
Ready to Make an Impact?
Join us at Revolution Group, LLC and help drive the future of wealth management by bringing your expertise and strategic vision to our team. If you’re a skilled professional ready to contribute to the success of our clients and firm with a balance of innovation and forward-thinking, apply now to become our Senior Tax Accountant!