Revolution Group, LLC · 2 hours ago
Senior Tax Accountant
Omaha, NE
Full-time
Onsite
Senior Level
5+ years expRevolution Group, LLC is a firm that is redefining wealth management through strategy and innovation. They are seeking a Senior Tax Accountant to support client relationships, ensure tax compliance, and collaborate with the wealth management team to optimize financial strategies.
Financial ServicesRetirementWealth Management
No H1B
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, ensuring they support clients’ long-term financial goals
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
Required
Bachelor's degree in Accounting, Finance, or a related field
Minimum five (5) years of experience in a tax-related role, such as Tax Accountant, Tax Associate, Tax Strategist, Tax Advisor, or similar role
A Certified Public Accountant (CPA) designation, CPA candidate, or Enrolled Agent (EA) is required
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 onsite in Omaha, NE, located just off 680 and Dodge
The position requires the ability to pass a felony misdemeanor background check
Company
Revolution Group, LLC
We are a full-service, custom wealth management firm. We identify all aspects of planning and see through a multiple of lenses.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Ryan Fleischer
Founder/ Chairman
Recent News
MarketScreener
2025-10-24
2025-06-27
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