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About the role

Carson Wealth in Omaha seeks a senior leader to manage the firm's outsourced tax preparation program, overseeing onboarding, filing, and partner performance. You will drive operational controls, partner relationships, and timely delivery while ensuring regulatory compliance and client satisfaction. You'll collaborate across tax, operations, and advisory teams, build scalable processes for tax seasons, and coach external partners to meet quality standards.

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JOB OVERVIEW

Experience level

Lead

Location

Omaha, NE

Occupation

Tax Preparers

Industry

Tax Preparation Services

Posted

7 days ago

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