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Optima Tax Jobs in Iowa (NOW HIRING)

Tax Principal

West Des Moines, IA ยท On-site

$109K - $142K/yr

Provide visionary insights in areas such as tax optimization, risk management, and emerging tax trends * Review and oversee the preparation of tax returns to ensure accuracy, compliance with ...

Tax Principal

West Des Moines, IA ยท On-site

$109K - $142K/yr

Provide visionary insights in areas such as tax optimization, risk management, and emerging tax trends * Review and oversee the preparation of tax returns to ensure accuracy, compliance with ...

... optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources ...

... optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources ...

... optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources ...

... optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources ...

... optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources ...

... optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources ...

... optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources ...

... optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources ...

... optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources ...

... optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources ...

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Optima Tax information

What is Optima Tax?

Optima Tax Relief is a company that specializes in helping individuals and businesses resolve their tax issues with the IRS and state tax agencies. Their services include tax consultation, tax resolution, negotiation of settlements, assistance with installment agreements, and help with stopping wage garnishments or bank levies. Optima Tax employs tax professionals such as enrolled agents, tax attorneys, and CPAs to advocate on behalf of clients and find the best possible solutions for their tax debts. They aim to make the process less stressful and help clients become compliant with tax laws.

What skills and qualifications are needed to thrive as a tax professional at Optima Tax?

To thrive as a tax professional at Optima Tax, you need a solid understanding of tax laws, regulations, and accounting principles, typically backed by a relevant degree and credentials such as an EA, CPA, or tax preparer certification. Familiarity with tax preparation software, IRS systems, and client management platforms is also essential. Strong analytical thinking, attention to detail, and effective client communication skills help professionals stand out in this role. These skills ensure accurate filings, client trust, and effective resolution of complex tax issues.

What types of clients and cases do tax resolution specialists at Optima Tax typically handle?

Tax resolution specialists at Optima Tax Services work with a diverse range of clients, from individuals facing IRS collections to small businesses dealing with complex tax liabilities. You can expect to handle cases involving back taxes, wage garnishments, tax liens, and negotiations for settlements such as Offers in Compromise or installment agreements. The role requires close collaboration with enrolled agents, CPAs, and attorneys to develop customized solutions. This client-facing work is both challenging and rewarding, offering opportunities to build expertise in federal and state tax codes while making a meaningful difference for clients in financial distress.

What are popular job titles related to Optima Tax jobs in Iowa?

For Optima Tax jobs in Iowa, the most frequently searched job titles are:

Infographic showing various Optima Tax job openings in Iowa as of August 2026, with employment types broken down into 88% Full Time, 8% Part Time, and 4% Contract. Highlights an 92% In-person, 4% Hybrid, and 4% Remote job distribution.

Tax Principal

UHY International Ltd.

West Des Moines, IA โ€ข On-site

$109K - $142K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 15 days ago


Job description

JOB SUMMARY
As a Tax Principal, you will assume a strategic leadership role, driving the growth and excellence of our tax practice. You will provide visionary guidance, manage high-level client relationships, and shape innovative tax strategies. Your extensive experience in tax advisory, team leadership, and business development will play a pivotal role in elevating our firm's reputation as a premier tax service provider.
JOB DESCRIPTION
Tax Strategy and Engagement Oversight
  • Develop cutting-edge tax planning strategies that leverage industry insights and regulatory expertise
  • Provide visionary insights in areas such as tax optimization, risk management, and emerging tax trends
  • Review and oversee the preparation of tax returns to ensure accuracy, compliance with regulations, and adherence to internal quality control standards
  • Monitor and manage tax filing deadlines, extensions, and other compliance requirements to avoid penalties and ensure timely submissions
  • Manage engagement progress, budgets, and deadlines, making strategic adjustments as required

Research and Analysis
  • Stay abreast of evolving tax laws, regulations, and industry developments, applying this knowledge to client engagements and internal training initiatives
  • Provide expert guidance on complex tax scenarios, research inquiries, and emerging compliance trends

Client Communication
  • Foster and nurture high-level client relationships, serving as a trusted advisor for complex tax matters
  • Lead client meetings, understand their financial objectives, and develop tailored tax strategies that align with their goals

Team Collaboration
  • Lead, inspire, and mentor a team of seasoned tax professionals, encouraging a culture of collaboration, growth, and excellence
  • Provide guidance, continuous learning opportunities, and support to facilitate the team's professional advancement

Process Improvement and Innovation
  • Lead process improvement initiatives to enhance tax workflows, methodologies, and quality control procedures
  • Shape and execute the tax practice's strategic vision, aligning with the firm's broader goals
  • Implement innovations that improve efficiency, accuracy, and client satisfaction

Strategic Business Development
  • Drive the firm's business development efforts by identifying new opportunities, nurturing client leads, and expanding service offerings
  • Play a key role in proposal development, client presentations, and strategic Managing Director initiatives
  • Collaborate with executive leadership to drive projects that enhance the firm's market presence and competitive edge

Supervisory responsibilities
  • Will supervise subordinate team members

Work environment
  • Work is conducted in a professional office environment with minimal distractions

Physical demands
  • Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
  • Must be able to lift to 15 pounds at a time

Travel required
  • Travel may be frequent and unpredictable, depending on client's needs

Required education and experience
  • Bachelor's degree in accounting, finance, or a related field
  • 10+ years of relevant experience
  • 8+ years of progressive tax leadership experience in a CPA firm or related professional service environment
  • CPA license
  • Responsible for completing the minimum CPE credit requirement
  • Specific positions may require additional industry or specialization certifications
  • Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research

Preferred education and experience
  • Advanced degree (Master's) or additional relevant certifications
  • Juris Doctor (JD) degree for specialty positions

Other duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.
WHO WE ARE
UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.
WHAT WE OFFER
POSITIVE WORK ENVIRONMENT
Enjoy a collaborative and supportive work environment where teamwork is valued.
ATTRACTIVE COMPENSATION PACKAGES
Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.
COMPREHENSIVE BENEFIT PACKAGE
Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.