Experienced Tax Professional – Estate & Trust Tax Expert for High-Net-Worth Clients

This local wealth advisory practice is looking to add a trust & estate tax expert to their growing tax practice to service their existing high-net worth client base. Our client is looking for a CPA who is ready to step into a leadership position and help expand a new tax division within the firm. Work closely with a very strong operational leader who has a successful background in building out systems and processes from the ground up and partner with a very loyal client base of high-net-worth individuals. This is a unique growth opportunity for someone who is ready to make a move out of their current CPA firm and make an immediate impact within the Omaha community.

Key attributes our client is targeting

• Take ownership of client relationships from day one and build a trusted advisor relationship as you provide tax consulting.
• Experience dealing with high-net worth clients and unique tax planning opportunities including estates & trusts.
• Willingness to create a standard of excellence in all aspects of client service

This is an attractive opportunity to join a firm that is experiencing quality organic growth, because they receive a steady stream of referrals from satisfied clients. This is a great role for someone who loves the complexity and challenge of public accounting, without the crazy hours of busy season. Enjoy a lucrative compensation package that incentivizes the overall success of the firm and promotes collaboration between departments. Wonderful opportunity to join a firm with small town values that truly puts the client first.

To learn more about this opportunity on a confidential basis, reach out to Justin Oehm at Elevate Search Partners, at (402) 935-8800 or joehm@elevatesearchpartners.com.

To view all positions open with Elevate Search Partners clients or to connect with us for free resume reviews, market compensation data or complimentary career advisory assistance, visit our website at www.elevatesearchpartners.com

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