Tax Manager

Client is a dynamic and client-focused financial advisory firm committed to delivering exceptional financial planning and investment management services to high-net-worth clients. We pride ourselves on fostering a collaborative and innovative work environment that values expertise and client relationships.

If you have a service-oriented mindset and share our vision of always doing what's best for clients, then we would love to hear from you.

The Role

Lead the planning, execution, and delivery of tax planning services, compliance and consulting projects for high net worth individuals.

• Prepare and review tax returns for individuals, partnerships, trusts and foundations, ensuring compliance with appropriate state and federal tax jurisdictions
• Advise clients on the income tax implications and wealth transfer strategies surrounding business/investment ownership, complex capital transactions and strategic planning structures
• Become our tax planning software expert with the ability to present solutions to wide range of clients
• Research and analyze issues in connection with the preparation, review, and delivery of tax returns and written tax advice
• Review and file individual, flow-through entity, trust and gift tax returns for high net worth clients
• Develop working relationships with clients to enhance the client experience and provide general tax guidance and support to the advisory team in the delivery of financial planning services
• Respond punctually to client inquiries on tax matters and attend client meetings as needed.
• Serve as the subject matter expert for all firm client tax matters and conduct research as needed
• Develop tax plans and projections, including scenario analysis, and work with the wealth management team and/or other professionals to implement planning strategies
• Respond to and support inquiries from the IRS and other taxing authorities
  
  

What We Seek In a Candidate

• Certified Public Accountant with bachelors degree in finance/accounting
• More than six (6) years experience with complicated individual income tax return required; estate, gift, trust, and partnership experience also required
• Strong computer skills (Windows, Office, Excel, Adobe Acrobat) and the ability to learn and adapt quickly to new software systems and tax research tools
• Strong research skills and knowledge in tax related areas and understanding of the workings of the Internal Revenue Code, regulations, and other tax pronouncements
• Experience with tax planning software such as Holistiplan or Corvee preferred
• Excellent oral communication skills, with an ability to interact with a tight-knit team of firm professionals
• Organized with a strong attention to ethical standards
  
  

This is an exceptional opportunity to join a growing team of high caliber professionals. Positive disposition and an eagerness to learn and grow professionally is a must.

Job Type: Full-time

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance
  
  

Schedule

• Monday to Friday
  
  

Application Question(s)

• Do you have a Master's in Taxation?
• Do you have experience with 1031 Exchanges, DST properties, and other issues common to High Net Worth Individuals?
  
  

Education

• Bachelor's (Required)
  
  

Experience

• Accounting: 4 years (Preferred)
  
  

License/Certification

• CPA (Preferred)
  
  

Ability To Relocate

• Highlands Ranch, CO 80129: Relocate before starting work (Required)
  
  

Work Location: In person