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
Support the firm’s tax compliance, reporting, and planning activities for the Carson Group tax return, primarily focused on partnership tax. Prepare and review tax data and filings to ensure accuracy, timeliness, and compliance with federal, state, and local requirements. Contribute to the organization’s continued growth by assisting with tax research, process improvements, and integration efforts. Collaborate closely with Accounting, Finance, and external tax advisors to promote operational excellence and effective tax management.
What to expect
- Tax Compliance & Oversight: Prepare and review supporting schedules and draft filings for federal, state, and local income, franchise, sales/use, and business license taxes. Assist in analyzing multistate tax exposure and applying state-specific tax rules. Coordinate with external tax advisors to ensure accuracy, timeliness, and adherence to regulations. Support quarterly and annual tax payments, filings, and correspondence with taxing authorities. Maintain internal documentation standards and contribute to tax incentive and compliance tracking efforts.
- Tax Strategy, Research & Planning: Assist with evaluating tax positions and identifying process improvement opportunities. Conduct research on federal and state tax issues, monitor legislative updates, and summarize findings for leadership review. Support initiatives to implement automation or procedural enhancements that streamline compliance and reporting.
- M&A Support & Integration: Assist with tax due diligence for acquisitions by compiling data, reviewing historical filings, and identifying potential risks or exposures. Collaborate with M&A and Finance teams to ensure timely integration and compliance for newly acquired entities. Maintain centralized tracking of tax filing requirements for new jurisdictions.
- Collaboration & Communication: Partner with internal stakeholders and external CPAs to ensure accurate and timely completion of tax-related deliverables. Communicate technical information clearly and provide actionable insights to non-tax professionals.
- Other Duties: Perform additional tasks, duties, and responsibilities as needed or assigned by leadership to support departmental and organizational objectives.
What you need
- Bachelor’s degree in accounting, Finance, or related field required.
- Minimum of three years of tax experience required.
- Strong technical accounting and tax skills required.
- Solid understanding of multistate taxation and capital accounts.
- Proficiency in Microsoft Excel required.
- Excellent analytical, written, and verbal communication skills required.
- Ability to manage multiple priorities and meet deadlines in a dynamic environment
required.
Preferred Education and Experience
- Master’s degree in accounting, Taxation, or MBA preferred.
- CPA license or active pursuit preferred.
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:
- Starting annual base salary between $79,000 - $94,500.
- Variable compensation potential (Bonus and/or commissions)
- Competitive benefits including 401(k) with company contribution, PTO, Parental Leave, Sabbatical Leave, Medical, Dental, Vision, Health Savings Accounts, Flexible Spending Accounts, Life and AD&D Insurance, Short and Long-Term Disability, Work/Life Benefits and Holistic Wellbeing Programs.