14 Investment jobs in Omaha

Our client, a prestigious financial institution, is seeking a highly analytical and detail-oriented Senior Financial Analyst to join their esteemed investment banking division in Omaha, Nebraska, US . This role is integral to supporting various financial operations, including mergers and acquisitions, corporate finance, and capital markets transactions. The ideal candidate will possess a strong foundation in financial modeling, valuation techniques, and quantitative analysis, along with a keen understanding of capital markets and corporate strategy.

Key responsibilities include developing complex financial models for valuation, transaction analysis, and forecasting. You will be responsible for conducting in-depth industry research, preparing client presentations and pitch books, and supporting senior bankers in deal execution. The successful candidate will also play a role in due diligence processes, market analysis, and the preparation of financial reports. Strong attention to detail, excellent communication skills, and the ability to work under pressure in a fast-paced environment are crucial.

We are looking for individuals with a Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field. A Master's degree or MBA is a plus, as are certifications such as CFA or CPA. A minimum of 3-5 years of relevant experience in investment banking, corporate finance, private equity, or a related financial advisory role is required. Proficiency in financial modeling software (e.g., Excel), valuation methodologies (DCF, precedent transactions, comparable companies), and presentation software (e.g., PowerPoint) is essential. The ability to manage multiple projects simultaneously and meet tight deadlines is critical. This is an exceptional opportunity to grow your career in a challenging and rewarding environment within the heart of Omaha's financial sector.

Duties:

• Perform financial modeling and valuation analysis.
• Conduct industry and market research for transaction support.
• Prepare client-ready presentations and reports.
• Assist in due diligence processes for M&A and other transactions.
• Support senior bankers in deal origination and execution.
• Analyze financial statements and company performance.
• Contribute to the strategic financial planning of clients.

A renowned investment firm is seeking an accomplished Investment Portfolio Manager to join their distinguished team in Omaha, Nebraska, US . This senior role involves the strategic management and optimization of investment portfolios to achieve client objectives and financial goals. You will be responsible for developing investment strategies, conducting in-depth market research and analysis, selecting appropriate investment vehicles, and monitoring portfolio performance against benchmarks. The ideal candidate will possess a comprehensive understanding of financial markets, asset allocation, risk management, and various investment instruments. Key responsibilities include building and maintaining strong relationships with clients, providing regular performance reports and investment advice, and staying abreast of economic trends and regulatory changes. A Bachelor's degree in Finance, Economics, or a related field is mandatory, and a CFA designation or MBA is highly preferred. A minimum of 8 years of experience in investment management, portfolio analysis, or wealth management is essential. Exceptional analytical, communication, and interpersonal skills are paramount. We are looking for a client-focused, results-driven professional with a proven track record of successfully managing investment portfolios and generating competitive returns in a fiduciary capacity. This is an exceptional career opportunity for a seasoned financial professional to play a key role in a highly respected organization.

**Alternate Locations:** Work from Home; Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Omaha, NE (Nebraska); Radnor, PA (Pennsylvania)
**Work Arrangement:**
Remote : Work at home employee
**Relocation assistance:** is not available for this opportunity.
**Requisition #:** 74763
**The Role at a Glance**
The Analyst, Investment Accounting Operations will provide timely and accurate more complex investment data and investment accounting for the General Account Invested Assets on a Statutory, GAAP, Management and Tax basis. They will be responsible to perform more complex mortgage loan and limited partnership research, analysis, and proper accounting treatment of Lincoln Financial (LF) investment positions to support strategic investment operations and initiatives. They also enhance departmental capability by sharing knowledge with team members
**What you'll be doing**
+ Responsible for, analyzing, and reconciling more complex investment accounting transactions and ensures the integrity of accounting records for completeness, accuracy and compliance with accepted accounting policies and principles.
+ Builds mortgage loans and limited partnership accounting knowledge and expertise and navigates the organization through a variety of teams, systems, and external parties to assist in the execution of Lincoln's overall organizational goals.
+ Promotes and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.
+ Completes quality assurance checks/audits on investment accounting transactions for his/her assigned area(s) of responsibility.
+ Resolves discrepancies and takes actions on matters and inquires on General Account Invested Assets from portfolio management and multiple asset managers.
+ Manages and monitors working relationships with third-party vendors and managed service providers
+ Assists with developing more complex control processes to ensure effective procedures are in place to support internal controls, SOX and accepted accounting policies and principles
+ Identifies investment accounting trends, issues and/or concerns and develops and recommends mitigation plans to management.
+ Manages the relationships with internal/external auditors for his/her assigned area(s) of responsibility and ensures more complex identified issues are resolved in a collaborative effort.
+ Collaborates effectively with applicable key stakeholders across the enterprise to facilitate the accurate and timely completion of the investment accounting process for his/her assigned area(s) of responsibility.
+ Maintains knowledge on current and emerging developments/trends for assigned area(s) of responsibility, assesses the impact, and collaborates with management to incorporate new trends and developments in current and future solutions.
+ Performs and delivers on routine assignments/projects while simultaneously leveraging and applying knowledge of their assigned area(s) of responsibility.
+ Prepares & communicates concise & focused technical financial documents, presentations, and communications (memos, fact sheets,) which direct the reader to salient points for a wide range of technical and non-technical audiences.
+ Provides accounting information on mortgage loans and limited partnerships for existing and developing investment strategies for compliance with accounting/reporting regulations to appropriate key stakeholders and investment accounting team members.
+ Provides proper investment accounting treatment of General Account Invested Assets under applicable Statutory, GAAP, Management and Tax basis.
+ Provides technical research on new and existing general account investments
+ Supports an effective function for his/her assigned area(s) by identifying risks; researching technical investment accounting issues; and gathering all necessary information.
**What we're looking for**
_Must-Haves_
+ 3-5+ Years experience in finance that is directly aligned to the specific responsibilities for this role
+ Bachelor's degree or equivalent work experience
+ Effective verbal and written communication skills
+ Analytical skills and close attention to detail is necessary
+ Ability to adapt quickly in a changing work environment
+ Proficiency with Microsoft Office Suite, especially with Excel functions and visualization tools.
**Application Deadline**
Applications for this position will be accepted through July, 31, 2025, subject to earlier closure due to applicant volume.
**What's it like to work here?**
At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.
**What's in it for you:**
+ Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
+ Leadership development and virtual training opportunities
+ PTO/parental leave
+ Competitive 401K and employee benefits ( Free financial counseling, health coaching and employee assistance program
+ Tuition assistance program
+ Work arrangements that work for you
+ Effective productivity/technology tools and training
The pay range for this position is $69,000 - $124,600 with **anticipated pay for new hires between the minimum and midpoint of the range** and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln's total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package.
**About The Company**
Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.
With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.
Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.
Lincoln is committed to creating an inclusive ( environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Follow us on Facebook ( , X ( , LinkedIn ( , Instagram ( , and YouTube ( . For the latest company news, visit our newsroom ( .
**Be Aware of Fraudulent Recruiting Activities**
If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.
Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at if you encounter a recruiter or see a job opportunity that seems suspicious.
**Additional Information**
This position may be subject to Lincoln's Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln's current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.
Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.
Lincoln Financial ("Lincoln" or "the Company") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling .
This Employer Participates in E-Verify. See the E-Verify ( notices.
Este Empleador Participa en E-Verify. Ver el E-Verify ( avisos.
Lincoln Financial Group ("LFG") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug free work environment and we perform pre-employment substance abuse testing.

At FNBO, our employees are the heart of our story—and we’re committed to their success! Please see below the details of this career opportunity and how it fits into our organization’s success.

Our Modern, Flexible Workplace

We believe in a Modern, Flexible Workplace, and we are continuously exploring advancements in technology and office environments to make it easier to collaborate and connect with customers and coworkers.

It is anticipated that an incumbent in this role will work onsite 100% of the time and will have a dedicated workspace. Work location is subject to change based on business needs.

Summary Of The Job

The Chief Investment Officer (CIO) will oversee FNBO’s investment strategy, portfolio management, and investment teams, ensuring alignment with the bank’s long-term vision. The CIO will lead investment operations, drive asset allocation decisions, oversee risk management, and provide strategic direction for the investment platforms across wealth management.

This executive leader will drive the wealth management business's long-term growth by delivering superior investment performance, optimizing risk-adjusted returns, and developing innovative client solutions. The ideal candidate will ensure strict adherence to regulatory requirements and FNBO's governance framework while fostering a culture of excellence and strategic vision.

About This Role

Investment Strategy & Leadership

• Develop and execute FNBO’s investment strategy, balancing risk and return objectives to maximize portfolio performance.
• Oversee asset allocation, investment risk management, and research initiatives to ensure best-in-class investment practices.
• Lead investment committees, including Asset Allocation, Mutual Fund, Investment Committees and participate in additional committees as appropriate.
• Provide investment guidance to institutional, high-net-worth, and individual clients.
• Monitor macroeconomic trends and market cycles to adjust FNBO’s investment policies proactively.
  
  

Portfolio & Risk Management

• Ensure robust risk management frameworks are in place, aligning investment strategies with FNBO’s financial stability.
• Collaborate with key partners to identify trends and implement data driven mitigation strategies.
• Establish and track performance metrics, financial modeling, and reporting to drive informed decision-making.
  
  

Leadership & People Management

• Lead a high-performing investment team, fostering a culture of accountability, innovation, and strategic thinking.
• Attract, develop, and retain top investment talent while ensuring strong succession planning.
• Set clear performance expectations, provide ongoing feedback, and drive a results-oriented investment culture.
• Serve as a visionary leader and strategic collaborator cultivating cross functional partnerships
  
  

Client & Community Engagement

• Act as FNBO’s public-facing investment expert, providing thought leadership through market insights, media commentary, and client presentations.
• Represent FNBO at industry events, client meetings, and community forums to strengthen relationships and drive business growth.
• Develop strategic partnerships with institutional investors, financial institutions, and asset managers to enhance FNBO’s investment offerings.
  
  

Governance & Compliance

• Ensure all investment policies align with regulatory and fiduciary requirements, including OCC, SEC, and other governing bodies.
• Lead investment policy development and oversee adherence to FNBO’s corporate governance and compliance frameworks.
• Work cross-functionally with legal, compliance, and risk teams to uphold FNBO’s integrity and regulatory commitments.
  
  

Qualifications & Experience

The Ideal Candidate for This Role:

• Bachelor’s degree in Business Administration, Finance, Economics, or a related field (MBA preferred).
• CFA (Chartered Financial Analyst) designation required.
• 20+ years of experience in investment management, including 10+ years in a leadership role.
• Extensive expertise in portfolio management, asset allocation, and investment risk.
• Strong business acumen, communication skills, and executive leadership experience.
• Proven track record in developing and executing high-impact investment strategies.
  
  

Available locations for role: FNBO Footprint: Omaha, NE; Kansas City, KS, Minneapolis, MN; Denver, CO markets.

Base Pay Range $225,000-$350,000

Compensation And Benefits Overview

We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:

• Medical, Dental, Vision Insurance
• 401k, With Matching Contributions
• Time Off Programs
• Health Savings Account (HSA)/Dependent Care
• Employee Banking
• Growth Opportunities
• Tuition Assistance
• Short-Term/Long-Term Disability Insurance
  
  

Learn more about FNBO benefits here: obtain compensation and benefit information related to this specific role, e-mail FNBO at To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.

Job number: R-20250748

Equal Opportunity & Belonging

FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves—no matter their role or where they are in their journey.

Learn more here.

FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.

Click here to download 'EEO is The Law' Self-Print Poster

Click here to download 'EEO is The Law' Supplement for Federal Contractors

Click here to download 'EEO is The Law' GINA Supplement

FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC

FNBO follows federal law regarding the use of marijuana (this applies to all non-California applicants)

Application Deadline

All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants. #J-18808-Ljbffr

**Alternate Locations:** Work from Home; Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Omaha, NE (Nebraska); Radnor, PA (Pennsylvania)
**Work Arrangement:**
Remote : Work at home employee
**Relocation assistance:** is not available for this opportunity.
**Requisition #:** 74762
**The Role at a Glance**
The Analyst, Investment Accounting Trade Operations will provide timely and accurate more complex investment data and investment accounting for the General Account Invested Assets on a Statutory, GAAP, Management and Tax basis. They will be responsible to perform more complex securities research, analysis, and proper accounting treatment of Lincoln Financial (LF) investment positions to support strategic investment operations and initiatives. They also enhance departmental capability by sharing knowledge with team members.
**What you'll be doing**
+ Responsible for, analyzing, and reconciling more complex investment accounting transactions and ensures the integrity of accounting records for completeness, accuracy and compliance with accepted accounting policies and principles.
+ Serves as a technical resource to internal and external clients on the security data information held in the accounting system and investment data hub database for General Account Invested Assets.
+ Responsible for escalating discrepancies and taking actions on matters and inquires on General Account Invested Assets from an oversight role of external service providers.
+ Support strategic asset realignment across General Account portfolios on service provider managed accounting systems and across multiple custodians.
+ Collaborates with multiple external managers, accounting service providers, and custodians to identify and resolve position breaks proactively utilizing excel based reconciliation methods.
+ Completes quality assurance checks/audits on investment accounting transactions for his/her assigned area(s) of responsibility.
+ Manages and monitors working relationships with third-party vendors and managed service providers
+ Assists with developing more complex control processes to ensure effective procedures are in place to support internal controls, SOX and accepted accounting policies and principlesIdentifies investment accounting trends, issues and/or concerns and develops and recommends mitigation plans to management.
+ Manages the relationships with internal/external auditors for his/her assigned area(s) of responsibility and ensures more complex identified issues are resolved in a collaborative
+ Collaborates effectively with applicable key stakeholders across the enterprise to facilitate the accurate and timely completion of the investment accounting process for his/her assigned area(s) of responsibility.
+ Maintains knowledge on current and emerging developments/trends for assigned area(s) of responsibility, assesses the impact, and collaborates with management to incorporate new trends and developments in current and future solutions.
+ Performs and delivers on routine assignments/projects while simultaneously leveraging and applying knowledge of their assigned area(s) of responsibility.
+ Promotes and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.
+ Provides proper investment accounting treatment of General Account Invested Assets under applicable Statutory, GAAP, Management and Tax basis.
+ Supports an effective function for his/her assigned area(s) by identifying risks; researching technical investment accounting issues; and gathering all necessary information.
+ Contributes to the development of processes and procedures to ensure compliance with internal/external controls and requirements, SOX, and enterprise policies.
+ Provides technical research on new and existing general account investments and implements oversight controls for service providers.
**What we're looking for**
_Must-Haves_
+ 3-5+ Years experience in finance that is directly aligned to the specific responsibilities for this role
+ Bachelor's degree or equivalent work experience
+ Effective verbal and written communication skills
+ Analytical skills and close attention to detail is necessary
+ Strategic thinker who can adapt quickly to changing priorities and persevere through challenges
+ Demonstrates project management leadership skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines.
+ Proficiency with Microsoft Office Suite, especially with Excel functions and visualization tools.
**Application Deadline**
Applications for this position will be accepted through July, 31, 2025, subject to earlier closure due to applicant volume.
**What's it like to work here?**
At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.
**What's in it for you:**
+ Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
+ Leadership development and virtual training opportunities
+ PTO/parental leave
+ Competitive 401K and employee benefits ( Free financial counseling, health coaching and employee assistance program
+ Tuition assistance program
+ Work arrangements that work for you
+ Effective productivity/technology tools and training
The pay range for this position is $69,000 - $124,600 with **anticipated pay for new hires between the minimum and midpoint of the range** and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln's total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package.
**About The Company**
Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.
With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.
Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.
Lincoln is committed to creating an inclusive ( environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Follow us on Facebook ( , X ( , LinkedIn ( , Instagram ( , and YouTube ( . For the latest company news, visit our newsroom ( .
**Be Aware of Fraudulent Recruiting Activities**
If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.
Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at if you encounter a recruiter or see a job opportunity that seems suspicious.
**Additional Information**
This position may be subject to Lincoln's Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln's current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.
Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.
Lincoln Financial ("Lincoln" or "the Company") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling .
This Employer Participates in E-Verify. See the E-Verify ( notices.
Este Empleador Participa en E-Verify. Ver el E-Verify ( avisos.
Lincoln Financial Group ("LFG") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug free work environment and we perform pre-employment substance abuse testing.

Are you a strategic and creative federal tax professional who likes solving complex federal tax issues? Do you have experience serving real estate owners and operators? Are you a leader who has a solid understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an opportunity to develop and pursue creative strategies while using the latest tax technologies in the real estate industry to serve clients? If you answered yes to any of these questions you should consider a career in Deloitte's Real Estate Services Tax practice as a Tax Manager.
Recruiting for this role ends on May 31, 2026.
What You'll Do
Deloitte Tax Managers use their experience in accounting and taxation to provide compliance and consulting services to Real Estate Investment Trusts, Real Estate Private Equity Funds, and real estate joint ventures and operating partnerships. As a Tax Manager within the Investment Management - Real Estate Tax group, you will provide federal tax consulting and compliance services to clients in the Real Estate industry sector. You will work directly with the client, manage the tax engagement team, have access to an elite group of specialists when needed, work with state of the art technology, and be connected to a strong support system from firm leadership to ensure you are set up for success in your role and career. Responsibilities will include:
+ Assisting clients with life events for partnerships (e.g., formations, mergers, initial public offerings), inside and outside basis computations, section 704(c) and section 743(b) computations, and Schedule K-1 processing.
+ Using proprietary technologies to assist clients in streamlining their tax compliance processes and achieve worldwide compliance.
+ Maintaining and developing strong client relationships on various federal tax consulting/compliance engagements in the real estate industry.
+ Advising clients on a variety of tax issues, including REIT Qualification, impact of Tax Reform on passthroughs and other Real Estate clients, business restructuring, and tax controversy.
+ Overseeing complex federal tax compliance and consulting projects requiring tax analysis for a variety of entities and their affiliates using state of the art technology and data analytics.
+ Managing engagement workflow, engagement team resources, and engagement billing.
+ Mentor and develop junior staff, including those in our U.S. India office, providing leadership, counseling, career guidance, and guidance on issues related to work/life fit.
The Team
As global leaders in providing professional services to the Real Estate industry, Deloitte works with clients to address a range of critical issues brought on by regulatory changes, competition, globalization, advances in technology, and the changing demands of their customers. Our clients include investment advisers and administrators from every sector of the industry, including investment managers, investment partnerships, private equity, Real Estate Investment Trusts, real estate private equity funds, and other real estate owners and operators. Our spectrum of business tax services is relevant for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized services including research and development, government incentives, and tax management consulting. Join us, and help clients optimize their tax functions and take strategy to the next level. Learn more about Deloitte Business Tax Services.
Qualifications
Required
+ Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days per week.
+ 5+ years in corporate tax experience
+ A bachelor's degree in accounting, finance or related field
+ Solid understanding of real estate tax technical and transaction skills, including partnership taxation, REIT taxation and qualification, partnership allocations, tax compliance, due diligence, acquisition/disposition planning and structuring, and experience with federal tax compliance, federal tax accounting and provisions, tax analysis, and tax research
+ Strong managerial experience with budgets, people and projects
+ Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
+ One of the following active accreditations obtained:
+ Licensed CPA in state of practice/primary office if eligible to sit for the CPA
+ If not CPA eligible:
+ Licensed Attorney
+ Enrolled Agent
+ Certifications:
+ Chartered Financial Advisor (CFA)
+ Certified Financial Planner (CFP)
Preferred
+ Advanced degree such as Masters of Tax, JD, and/or LLM
+ Previous Big 4 or large CPA firm experience
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $93,660 to $213,200.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
Information for applicants with a need for accommodation: qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
**Job Description**
Responsible for reviewing and/or negotiating Commercial Real Estate (CRE) loan documents, while protecting the bank's interest, and providing management of a loan portfolio from the time the loans are approved until pay-off or maturity. In addition to construction and term loans, a typical loan portfolio may include unsecured and secured borrowing base lines of credit, subscription lines, and various other complex loan products. Partners with Relationship Managers as primary liaison with customers, attorneys, construction consultants and title company representatives, during all phases of financing and closing.
**Basic Qualifications**
- Bachelor's degree, or equivalent work experience
- Typically three to five years of experience in commercial real estate loan administration, OR at least seven years of transferable experience in commercial loan administration
**Preferred Skills/Experience**
- Thorough knowledge of commercial real estate lending including letters of credit, tax credit transactions, borrowing base lending, multi-phased construction, and transactions secured by multiple collateral properties
- Demonstrated ability to close commercial real estate loans and manage a commercial real estate loan portfolio
- Thorough knowledge of commercial real estate finance, law, documentation, accounting and data systems
- Ability to meet the requirements to be commissioned as a Notary Public
**Location Details**
The role is posted as remote; however, candidates who are located near any one of our locations would be required to work on site at least three days per week
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants ( .
**Benefits:**
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
+ Healthcare (medical, dental, vision)
+ Basic term and optional term life insurance
+ Short-term and long-term disability
+ Pregnancy disability and parental leave
+ 401(k) and employer-funded retirement plan
+ Paid vacation (from two to five weeks depending on salary grade and tenure)
+ Up to 11 paid holiday opportunities
+ Adoption assistance
+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
**E-Verify**
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program ( .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $71,400.00 - $84,000.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
**Posting may be closed earlier due to high volume of applicants.**

Our client is looking for a meticulous and analytical Senior Commercial Real Estate Analyst to join their dynamic team in **Omaha, Nebraska, US**. This critical role supports investment strategies and decision-making by providing in-depth market research, financial modeling, and property analysis. You will be responsible for evaluating commercial real estate opportunities, including acquisitions, dispositions, and development projects. Key duties include conducting thorough market research to identify trends, opportunities, and risks, as well as performing detailed financial analysis, including pro forma modeling, discounted cash flow (DCF) analysis, and return on investment (ROI) calculations. You will also prepare comprehensive investment memos, presentations, and reports for senior management and potential investors. This position requires a strong understanding of commercial real estate principles, valuation methods, and financial markets. Proficiency in Excel for financial modeling and data analysis is essential, and experience with real estate software platforms is a plus. The ideal candidate will possess excellent analytical, quantitative, and problem-solving skills, along with strong written and verbal communication abilities. A Bachelor's degree in finance, economics, real estate, or a related field is required; a Master's degree or advanced certifications such as CCIM are highly advantageous. Previous experience in commercial real estate analysis, investment banking, or corporate finance is strongly preferred. This is an excellent opportunity to contribute to significant real estate transactions and grow your career in a thriving market.