Sr. Tax Accountant

Who We Are

In an increasingly complex world where people are starving for someone they can trust, we stand for something simple : always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change.

We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska : Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms – and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice.

Who We Want

Prepare and review complex tax returns, including multi-state filings, to ensure accuracy and compliance. Conduct tax research and provide planning strategies to optimize savings and mitigate risks. Collaborate with clients and internal teams to deliver integrated financial solutions. Mentor and train staff to promote high-quality work and professional development. Maintain client satisfaction through proactive communication and reliable service.

What To Expect

• Tax Compliance & Planning : Prepare and review individual, corporate partnership, and fiduciary tax returns, including multi-state filings. Conduct tax research to resolve complex technical issues and provide well-documented recommendations. Assist with tax planning strategies, including identifying saving opportunities, mitigating risks, and supporting entity structuring. Review and respond to IRS and state tax notices, audits, and correspondence.
• Client Service & Relationship Management : Manage multiple client engagements while meeting deadlines in a fast-paced environment. Maintain strong client

relationships through timely communication and proactive service. Collaborate with colleagues across advisory, accounting, and wealth management to deliver

integrated financial solutions.

adherence to firm standards. Provide feedback and coaching to support continuous growth and development. Lead by example to foster professionalism and

teamwork.

What You Need

types required.

required.

questions while balancing multiple client priorities required.

EEO Statement

In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.

The total rewards expected for this role include :

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws.

For further information, please review the Know Your Rights notice from the Department of Labor.