What are the responsibilities and job description for the Tax Advisor position at Revolution Group, LLC?
Are you driven by purpose, energized by a close-knit team, and committed to delivering exceptional results? At Revolution Group, LLC, we’re looking for a Tax Advisor ready to elevate our client experience and support a firm that’s redefining wealth management through strategy, innovation, and access to exclusive private investments.
At Revolution Group, we’re intentionally different. Based in Omaha, NE, we combine sophisticated financial planning with unique private investment opportunities—from real estate to private equity—that set us apart. If you enjoy working collaboratively, value precision, and want a role that offers both flexibility and purpose, you’ll feel right at home here.
Who We Are
Revolution Group, LLC isn’t just another firm; it’s a movement. Our founder, once the lead strategist for one of the world’s richest families, created Revolution Capital, our SEC-registered investment advisor and planning division, to fix what’s broken in wealth management: lackluster service, generic portfolios, and misaligned priorities. We bring elite strategies, including private investments, to high-net-worth individuals and families, delivering results that matter.
We’re a REAL FIDUCIARY™, fee-only, and fiercely committed to our clients’ best interests. Our purpose? To create financial security and a legacy for generations. Our culture? Hardworking, humble, and forward-thinking. Our goal? Measurable success—for our clients and our team.
What You’ll Do
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At Revolution Group, we’re intentionally different. Based in Omaha, NE, we combine sophisticated financial planning with unique private investment opportunities—from real estate to private equity—that set us apart. If you enjoy working collaboratively, value precision, and want a role that offers both flexibility and purpose, you’ll feel right at home here.
Who We Are
Revolution Group, LLC isn’t just another firm; it’s a movement. Our founder, once the lead strategist for one of the world’s richest families, created Revolution Capital, our SEC-registered investment advisor and planning division, to fix what’s broken in wealth management: lackluster service, generic portfolios, and misaligned priorities. We bring elite strategies, including private investments, to high-net-worth individuals and families, delivering results that matter.
We’re a REAL FIDUCIARY™, fee-only, and fiercely committed to our clients’ best interests. Our purpose? To create financial security and a legacy for generations. Our culture? Hardworking, humble, and forward-thinking. Our goal? Measurable success—for our clients and our team.
What You’ll Do
- Core Responsibilities and Standards: 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.
- Client Service and Wealth Management: 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.
- Tax Compliance and Financial Planning: 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.
- Teamwork: 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.
- Knowledge: 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. A Certified Public Accountant (CPA) designation or Enrolled Agent (EA) is required.
- Skills: 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.
- Ability: 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.
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