Current jobs related to Tax Director - Omaha - BerganKDV

  • Senior Tax Associate

    2 weeks ago

    Omaha, Nebraska, United States BerganKDV Full time

    Job Summary:BerganKDV is a leading provider of tax consulting and compliance services. Our team of experts works closely with wealth managers to deliver exceptional results to our clients.The Tax Senior Associate plays a critical role in assisting Tax Managers & Directors in preparing client deliverables. This includes the initial preparation of all assigned...

  • Senior Tax Advisor

    4 weeks ago

    Omaha, Nebraska, United States BerganKDV Full time

    Position Overview:BerganKDV is a reputable firm that collaborates with financial advisors to deliver comprehensive tax consulting and compliance solutions.The Senior Tax Associate will partner with Tax Managers and Directors to support the preparation of client deliverables. This role entails the primary preparation of all assigned tax returns and...

  • Tax Senior Consultant

    3 weeks ago

    Omaha, Nebraska, United States BerganKDV Full time

    Position Overview:BerganKDV is a prominent firm that collaborates with financial advisors to deliver comprehensive tax advisory and compliance solutions.The Senior Tax Associate collaborates closely with Tax Managers and Directors to support the creation of client deliverables. This role entails the primary preparation of assigned tax returns and...

  • Senior Tax Associate

    4 months ago

    Omaha, United States BerganKDV Full time

    Job Summary:Creative Planning Tax, LLC is a part of Creative Planning, Inc. and works in conjunction with wealth managers to provide tax consulting and compliance services.The Tax Senior Associate works with Tax Managers & Directors to assist in preparing client deliverables. The Senior Associate will be responsible for initial preparation of all assigned...

  • Senior Tax Advisor

    3 weeks ago

    Omaha, Nebraska, United States BerganKDV Full time

    Position Overview:BerganKDV is a prominent firm dedicated to providing comprehensive tax advisory and compliance solutions. We collaborate closely with financial advisors to deliver exceptional tax services to our clientele.The Senior Tax Associate will partner with Tax Managers and Directors to facilitate the preparation of client deliverables. This role...

  • Senior Tax Specialist

    1 month ago

    Omaha, United States Charles Schwab Full time

    Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. The Senior Tax Specialist provides assistance with a wide range of income tax compliance items. The Senior Specialist would also be...

  • Senior Tax Specialist

    2 weeks ago

    Omaha, Nebraska, United States Charles Schwab Full time

    About the RoleThe Senior Tax Specialist plays a critical role in ensuring the company's tax compliance and planning needs are met. This individual will assist the compliance team in a variety of tasks, including coordinating data requests, preparing and reviewing tax returns, and maintaining compliance calendars.Key ResponsibilitiesCoordinate data requests...

  • Income Tax Professional

    3 weeks ago

    Omaha, Nebraska, United States Charles Schwab Full time

    Job SummaryThe Senior Tax Specialist plays a critical role in ensuring the company's tax compliance and planning needs are met. This individual will assist the compliance team in a variety of tasks, including coordinating data requests, preparing and reviewing tax returns, and maintaining compliance calendars.Key ResponsibilitiesCoordinate data requests for...

  • Senior Tax Specialist

    1 month ago

    Omaha, United States Charles Schwab Full time

    Your Opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. The Senior Tax Specialist provides assistance with a wide range of income tax compliance items. The Senior Specialist would...

  • Lead Tax Compliance Analyst

    4 weeks ago

    Omaha, Nebraska, United States Charles Schwab Full time

    Your Opportunity At Charles Schwab, we empower you to make a significant impact on your career. Here, innovative thinking meets creative problem-solving, enabling us to redefine the finance industry together. The Senior Tax Specialist plays a crucial role in managing a diverse array of income tax compliance responsibilities. This position also involves...

  • Lead Tax Compliance Analyst

    3 weeks ago

    Omaha, Nebraska, United States Charles Schwab Full time

    Your Opportunity At Charles Schwab, you are empowered to make a significant impact on your career. Here, innovative thinking meets creative problem-solving, allowing us to challenge conventional practices and transform the finance industry together. The Senior Taxation Advisor plays a crucial role in managing a diverse array of income tax compliance...

  • Medical Director

    1 day ago

    Omaha, Nebraska, United States Concentra Full time

    Job SummaryWe are seeking a highly skilled and experienced Medical Director to join our team at Concentra. As a Medical Director, you will play a crucial role in providing exceptional care to our patients and supporting the Director of Medical Operations to ensure consistency of clinical care delivery.Key ResponsibilitiesProvide direct patient care and...

  • Medical Director

    1 week ago

    Omaha, Nebraska, United States Concentra Full time

    Medical Director Opportunity at ConcentraWe are seeking a highly skilled Medical Director to join our team at Concentra. As a Medical Director, you will play a crucial role in providing exceptional care to our patients and supporting the Director of Medical Operations to ensure consistency of clinical care delivery.Key Responsibilities:Provide direct patient...

  • Medical Director

    6 days ago

    Omaha, Nebraska, United States Concentra Full time

    Job SummaryWe are seeking a highly skilled Medical Director to join our team at Concentra. As a Medical Director, you will play a crucial role in providing exceptional care to our patients and supporting the Director of Medical Operations to ensure consistency of clinical care delivery.Key ResponsibilitiesProvide direct patient care and mentor clinicians to...

  • Assistant Director of Finance

    4 weeks ago

    Omaha, United States McGrath North Full time

    Job DescriptionJob DescriptionThis is a full-time on-site role for an Assistant Director of Finance at McGrath North. The Assistant Director of Finance will be responsible for bank account oversight, accounts receivable management, will assist with payroll and profit-sharing reporting, Federal and State tax filings, month-end, quarter-end and year-end...

  • Assistant Director of Finance

    4 weeks ago

    Omaha, United States McGrath North Full time

    Job DescriptionJob DescriptionExciting Career Opportunity at McGrath North!We are thrilled to announce that McGrath North is seeking a full-time Assistant Director of Finance to join our dynamic team! If you're a finance professional looking to make a significant impact and support a firm dedicated to excellence in client services, this might be the...

  • Physician Center Medical Director

    1 week ago

    Omaha, United States Concentra Full time

    ~Join us at Concentra and receive an additional $20K bonus~Are you ready to take your career to new heights? At Concentra, you will be a vital member of our patient care team and play a crucial role in providing exceptional care to our patients. Our mission is to improve the health of America's workforce, one patient at a time. Join us at Concentra and see...

  • Chief Accountant/Director of Managerial Accounting

    4 weeks ago

    Omaha, United States Schnackel Engineers Inc Full time $80,000 - $100,000

    Job DescriptionJob DescriptionTitle: Director of AccountingLocation: Omaha, NEOverviewThe Chief Accountant/Director of Managerial Accounting is responsible for management of Accounting function in the Company. The accounting work includes management of payroll, accounts receivables, accounts payables, invoicing, collection, payments to vendors, and other...

  • Chief Financial Officer

    2 months ago

    Omaha, United States Quality Glass and Mirror Services Full time

    Job DescriptionJob DescriptionWe are looking for a Chief Financial Officer to lead the finance and accounting function for Quality Glass and Mirror Service, a high growth, market leader in glass fabrication and installation. As a key member of our leadership team and a key partner to the CEO you will have an opportunity to create an immediate and long-term...

  • Vice President of Finance

    4 weeks ago

    Omaha, Nebraska, United States Quality Glass and Mirror Services Full time

    Position OverviewWe are seeking a Vice President of Finance to oversee the financial and accounting operations for Quality Glass and Mirror Services, a leading entity in the glass fabrication and installation sector. As an integral part of our executive team and a strategic partner to the CEO, you will have the chance to make a significant impact both...

Tax Director

3 months ago

Omaha, United States BerganKDV Full time

Description

Job Summary:

The primary responsibilities of the

Tax Director

is to provide proactive strategic advice to every CPT client in their practice, prepare returns accurately and efficiently and to answer all questions the same day or provide a timeline for an answer.

Creative Planning Tax, LLC is a part of Creative Planning, Inc. and works in conjunction with wealth managers to provide tax consulting and compliance services.

The Tax Director will work directly with clients to prepare and deliver income tax returns as well as consult on any questions or planning with the wealth managers. They will be responsible for their own group of advisors to support as well as their own book of tax returns to prepare.

The tax department is a fun group of driven and dedicated professionals. We are looking for tax accountants who love client service but don't like the headaches of a traditional public accounting firm, such as hourly billing and tracking your time. We offer a great work/life balance, autonomy, and the chance to work directly with a wide variety of clients.

Job Duties:

Reviews & finalizes tax returns for a large volume of tax clients, including individuals, trusts, and businesses Responsible for clear & concise communication with clients on all matters including delivery of income tax returns Responsible for timely & accurate responses to questions, estimates, projections, etc. with both tax and wealth management clients Maintains accurate list of returns in CRM, including status, fee, collections, etc. Stays up to date on tax law changes and is able to communicate the effects of the law changes to clients All other duties as assigned

Required Experience/ Qualifications:

4 years of public accounting experience CPA License

Preferred Experience/ Qualifications:

Master's Degree in income taxation Experience with high-net worth individuals and/or trusts Experience handling a large volume of returns/clients

Technical Skills:

Understanding and previous use of Windows 10 Proficiency in MS Excel and Word Ability to quickly learn and adapt to new systems and technology Previous use of ProSystem Fx or CCH Axcess Tax preferred, but not required

#J-18808-Ljbffr