Part-Time Tax Strategist jobs in United States
cer-icon
Apply on Employer Site
company-logo

Revolution Group, LLC · 1 month ago

Part-Time Tax Strategist

positionOmaha, NE
timeFull-time, Part-time
remoteOnsite
seniorityEntry, Mid Level
date2+ years exp

Revolution Group, LLC is redefining wealth management through strategy and innovation. They are seeking a Part-Time Tax Strategist to enhance client experience by providing exceptional tax compliance and financial planning services while collaborating with the wealth management team.

Financial ServicesRetirementWealth Management
check
Growth Opportunities

Responsibilities

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
Support the Tax Manager in building and maintaining strong, trusted relationships with high-net-worth clients, gaining a deep understanding of their financial goals and needs
Anticipate client needs and emerging tax trends to help prepare client reviews
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
Support the preparation and review of individual and business tax returns with accuracy and compliance
Maintain compliance with tax laws, regulations, and firm standards
Support and 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

Qualification

Tax laws knowledgeTax preparation softwareFinancial planning toolsCertified Public AccountantAnalytical skillsCommunication skillsInterpersonal skillsCollaboration skills

Required

Bachelor's degree in Accounting, Finance, or a related field
Minimum two (2) years of experience in a tax-related role, such as Tax Accountant, Tax Associate, Tax Advisor, or similar role
Strong knowledge of federal and state tax laws and regulations
Proficiency in tax preparation software, financial planning tools, and Microsoft Excel
Excellent communication, analytical, and interpersonal skills
Ability to collaborate effectively with wealth management professionals and thrive in a dynamic, results-oriented environment
This role is based in Omaha, NE, and will require weekly visits to our office located just off 680 and Dodge
The position requires the ability to pass a felony misdemeanor background check

Preferred

A Certified Public Accountant (CPA) designation, CPA candidate, or Enrolled Agent (EA) is highly preferred

Company

Revolution Group, LLC

twittertwitter
Glassdoor4.0
company-logo
We are a full-service, custom wealth management firm. We identify all aspects of planning and see through a multiple of lenses.
dateFounded in 2006
location
Omaha, Nebraska, USA
people-size2-10 employees
web-link
https://revgroupllc.com

Funding

Current Stage
Early Stage

Leadership Team

leader-logo
Ryan Fleischer
Founder/ Chairman
linkedin

Recent News

EIN Presswire
Revolution Group’s Ryan Fleischer Named ThinkAdvisor’s 2025 Chief Investment Officer of the Year
2025-12-19
MarketScreener
European stocks struggle ahead of US data
2025-10-24
EIN Presswire
Ryan Fleischer Named #142 on AdvisorHub’s 2025 'Advisors to Watch' List
2025-06-27
Company data provided by crunchbase