5 Jobs in Omaha, NE
BerganKDV is Hiring a Senior Tax Associate Near Omaha, NE
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 tax returns and projections, responses to government inquiries and assisting wealth managers with client questions. The Senior Associate will also begin initial review of projects completed by associates and interns, as they are ready to do so. In addition, Tax Senior Associates assist with training & development of interns and tax associates. The Senior Associate is responsible for managing their time and workload so that all assignments are completely in a timely manner. We are looking for a self-motivated, personable and task oriented person who can work well with our existing tax group and our clients.
Job Duties:
- Prepare & review tax returns for a large volume of tax clients, including individuals, trusts, and businesses
- Assist Directors with timely & accurate responses to questions, estimates, projections, etc. with both tax and wealth management clients
- 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:
- Undergraduate degree in Accounting
- CPA eligible
- Minimum 1 year experience
Preferred Experience/ Qualifications:
- Master’s Degree in income taxation
- Experience with income tax preparation
Technical Skills:
- Understanding and previous use of Windows 7 or 8
- Proficiency in MS Excel and Word
- Ability to quickly learn and adapt to new systems and technology
Job Summary
Full Time
$84k-103k (estimate)
05/12/2024
07/10/2024
bergankdv.com
MIDDLETOWN, OH
200 - 500
1945
KOSTA VERVERIS
$10M - $50M
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About BerganKDV
BerganKDV was formed when three successful firms merged Bergan Paulsen, Networking Solutions and KDV. Combined, our roots trace all the way back to the 1940s. From our humble beginnings as trusted business advisory firms, we have expanded and adapted to now offer business planning and consulting, tax, audit and accounting, technology and wealth management services throughout the Midwest.
The job skills required for Senior Tax Associate include Tax Return, Tax Preparation, Accounting, CPA, Tax Planning, Planning, etc. Having related job skills and expertise will give you an advantage when applying to be a Senior Tax Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Senior Tax Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Senior Tax Associate positions, which can be used as a reference in future career path planning. As a Senior Tax Associate, it can be promoted into senior positions as a Tax Research Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Senior Tax Associate. You can explore the career advancement for a Senior Tax Associate below and select your interested title to get hiring information.
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