Job Description
Launch your career in tax with our comprehensive paid training program! Omaha Financial Group is seeking motivated Tax Associates to join our growing team in Omaha, Nebraska. No prior tax experience required – we provide hands-on training in tax preparation, compliance, and client advisory services. This role offers structured mentorship, professional development opportunities, and a clear path to becoming a certified tax professional. Enjoy competitive benefits, flexible work arrangements, and a collaborative environment where your growth is our priority. Join us to build a rewarding career in finance while making a tangible impact on clients' financial success.
Responsibilities
- Prepare and file individual and business tax returns while adhering to IRS regulations
- Conduct client interviews to gather financial information and identify tax-saving opportunities
- Utilize tax software (e.g., ProSystem fx, Lacerte) for efficient document processing
- Research tax laws and regulations to ensure compliance and maximize client benefits
- Collaborate with senior tax professionals to resolve complex tax scenarios
- Maintain accurate client records and documentation in compliance with audit standards
- Participate in ongoing training to stay updated on tax legislation and best practices
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (or equivalent experience)
- Strong attention to detail and analytical problem-solving abilities
- Proficiency in Microsoft Office Suite (Excel, Word, Outlook)
- Excellent communication skills with ability to explain complex tax concepts clearly
- Ability to multitask and manage deadlines in a fast-paced environment
- Willingness to obtain CPA or Enrolled Agent certification within 2 years
- Valid driver's license for occasional client meetings