Tax Accountant (Family Office)

We’re partnering with a prestigious family office in the Denver area to find a talented Tax Accountant ready to take their career to the next level. This isn’t just another accounting role—it’s a chance to move from public accounting into a dynamic industry position where you’ll gain exposure to tax compliance, accounting, and finance projects across a variety of industries.

Whether your public accounting background includes HNW individual experience or you’re eager to broaden your skillset, this role offers the perfect opportunity to grow in a supportive, collaborative environment.

Why This Opportunity Stands Out

• Transition to Industry: Move from public accounting into an engaging and diverse family office setting.
• Expand Your Skills: Go beyond tax work with exposure to accounting, finance projects, and strategic planning.
• Diverse Portfolio: Work with 100 entities across industries like real estate, oil & gas, retail, and investments.
• Family and Personal Time: Rarely work more than 40 hours a week
• Collaborative Environment: Join a small, close-knit team where your contributions make a real impact.

What You’ll Do:

Tax Compliance & Planning

• Prepare federal and state tax returns for individuals, partnerships, S Corps, C Corps, trusts, and nonprofits.
• Analyze general ledger data, complex transactions, and technical tax rules.
• Manage government correspondence, audits, and examinations.
• Contribute to estate planning strategies and estimated tax payments.

Accounting & Financial Projects

• Assist in preparing monthly financial statements for 100 entities.
• Reconcile account balances and create supporting workpapers.
• Identify and correct coding errors in financial statements.

Financial Analysis & Reporting

• Develop cash-flow statements, projections, and budgets.
• Analyze performance of various investments, including marketable securities and alternative investments.

What You’ll Need to Succeed

• Education: Bachelor’s degree in Accounting or Finance.
• Experience: 1 years of income tax experience (C-corp experience not required!).
• Certification: CPA a plus.
• Technical Skills: Familiarity with ProSystem is a plus.
• Personal Traits: Strong communicator, detail-oriented, and thrives in a team-focused environment.

Why You’ll Love It Here

• Variety: Work with a broad range of industries and entities—no two days are the same!
• Skill Development: Gain exposure to both tax and finance projects, expanding your expertise.
• Supportive Team: Join a family office that values collaboration and professional growth.
• Prime Location: Be part of a respected organization based in the beautiful Denver area.

Compensation

Base salary in the $80-100k range plus a bonus and benefits package that reflects your expertise and growth potential.

Take the leap into this exciting new chapter of your career! If you’re ready to expand your skillset and make a meaningful impact, we’d love to connect with you.

Qualified candidates might have a title such as: Tax Associate, Senior Tax Associate, Tax Specialist, Tax Accountant, CPA, Accountant, Senior Accountant, Tax Consultant, Tax Analyst, Senior Tax Analyst, etc.