Tax Associate
The Premier Advisory Group, LLC.
The Premier Advisory Group, LLC is a professional services firm focused on helping individuals and businesses manage their financial and tax needs. The organization provides advisory and tax services designed to support long-term financial stability and growth. Team members collaborate closely with clients to deliver accurate, timely, and strategic guidance. The firm values integrity, client service, and continuous learning in a supportive work environment. Prospective associates can expect exposure to diverse client situations and opportunities to develop their expertise in tax and finance.
About the Role
This is a full-time, on-site role based in Omaha, NE.
Key Responsibilities
- Preparing individual and business tax returns.
- Ensuring compliance with federal, state, and local tax regulations.
- Reviewing financial documents.
- Researching tax issues.
- Assisting with tax planning strategies.
- Maintaining accurate records.
- Collaborating with senior team members to analyze client information.
- Responding to tax-related inquiries.
- Supporting year-round tax compliance activities.
- Meeting deadlines.
- Maintaining confidentiality.
- Contributing to process improvements within the tax practice.
Requirements & Tech Stack
- Strong tax technical skills, including Tax Compliance, Tax Preparation, and general Tax knowledge.
- Understanding of Tax Law and the ability to research and apply relevant regulations.
- Foundational Finance skills to analyze financial statements and client data.
- Bachelor’s degree in Accounting, Finance, or a related field.
- CPA eligibility or certification is a plus.
- Proficiency with tax preparation software and MS Office applications.
- Attention to detail.
- Strong analytical and problem-solving abilities.
- Organizational skills.
- Clear written and verbal communication skills.
- Ability to work effectively with clients and colleagues.
- Commitment to ethical standards, confidentiality, and ongoing professional development.