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Finance 🏢 Full Time ⭐️ Verified

Tax Associate

Omaha Financial Partners
Omaha
Estimated Salary
USD 60.000 – USD 85.000
New
Live Update
12 Agustus 2026
Deadline
12 Agu 2027

Job Description

Join Omaha's premier tax advisory firm and launch your career in finance tomorrow! We're seeking a detail-oriented Tax Associate to deliver exceptional service to our growing client base. As a key member of our tax team, you'll work directly with CPAs and financial advisors to navigate complex tax regulations while building long-term client relationships. Enjoy a collaborative culture, competitive benefits, and clear pathways for advancement in Omaha's thriving business district.

Responsibilities

  • Prepare and file federal, state, and local tax returns for individuals and businesses
  • Conduct tax research and ensure compliance with evolving IRS regulations
  • Analyze financial statements to identify optimization opportunities
  • Collaborate with audit teams to resolve tax discrepancies
  • Develop client tax planning strategies and year-round advisory support
  • Maintain accurate documentation and electronic filing systems

Qualifications

  • Bachelor's degree in Accounting, Finance, or related field
  • 1-3 years of tax preparation experience (internships accepted)
  • Active CPA license or eligibility to sit for CPA exam
  • Proficiency in tax software (e.g., ProSystem, Lacerte, CCH)
  • Strong analytical skills with attention to detail
  • Excellent communication and client service abilities

Required Skills

Tax Preparation CPA Financial Analysis IRS Compliance Tax Planning ProSystem Lacerte Client Advisory

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