Tax Manager - Trust & Estate/HNWI Heavy

Omaha, NE Hybrid

Full-time $120,000.00 - $180,000.00

Posted 05/02/2025

Job Title: Tax Manager - Trust & Estate/HNW Heavy
Location: Green Meadows area or Fremont
In Office Requirement: Hybrid available (2-5 days a week)
Salary: $120K - $180K + Full Benefits + Bonus
Requirements: 7+ Years in Public Accounting | Heavy Trust exp.

We are a midsize CPA firm with about 25 employees. We are a full service Public Accounting firm offering Tax, Audit, and Accounting services. We see a high number of High-profile HNWI/UHNWIs that are coming from Big Four and national firms looking for a more personal touch to their services. We also work on a range of entities including complex partnerships, s-corps, and c-corps. Industry-wise we have a large number of entities in the Construction, Agriculture, Wholesale & Distribution, along with your standard closely held businesses. We look to keep the work life balance as a priority with busy seasons staying in the 45-55 hours range and then we offer Fridays off every week between labor day and memorial day. We provide full medical, dental, vision while covering 70% of the premium. We also have UNLIMTED PTO.

What you will be doing

Oversee tax return preparation for trusts, estates, and high-net-worth clients. Develop tax strategies for wealth transfer, minimizing estate and gift taxes.
Act as primary contact, addressing client inquiries and providing tailored tax planning and compliance advice.
Conduct tax research to solve client-specific issues and identify planning opportunities.
Review and mentor staff on trust and estate tax return preparation, ensuring accuracy and compliance.
Work with internal teams and external advisors to align tax strategies with clients' broader financial goals.
Stay updated on tax law changes, ensuring compliance and advising clients on adjustments as needed.
Support growth initiatives by building client relationships, developing new business, and enhancing the firm's trust and estate services.

Requirements

7+ Years in Public Accounting
Active CPA, EA, or JD
Experience Preparing, Reviewing, and Signing off on individual, business, and fiduciary returns
- Heavy Exp. with Trust & Estate Clients
Ability to work directly with clients as the main point of contact & manager relationship
Expert at tax planning
Ability to conduct complex tax research and stay up to date on current tax law and tax codes

Benefits

Base Salary: $120,000-$180,000
- Remote work opportunity
- Flexible Hours
- Medical, Dental, Vision
- PTO (starting at 4 weeks)
- Collaborative Work Environment
- 401k w/ Match
- Fridays off between Labor Day and Memorial Day

For this position you must be currently authorized to work in the United States. We do not sponsor for this position.

Additional ways to apply

Preferred Skills

Corey Sanders is recruiting for this position and the positions below.
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Job ID: CS20-1851458

Employees will receive paid leave to the extent required by state or local law. This job was first posted by CyberCoders on 05/02/2025 and applications will be accepted on an ongoing basis until the position is filled or closed.

CyberCoders, Inc is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please contact a member of our Human Resources team to make arrangements.

Your Right to Work – In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.