Tax Manager (High Net Worth)
ΠΡΡΡ & Π‘ΠΎΠΏΡΠΎΠ²ΠΎΠ΄
ΠΠ»Ρ ΠΌΡΡΡΠ° Ρ ΡΡΠΎΠΉ Π²Π°ΠΊΠ°Π½ΡΠΈΠ΅ΠΉ Π½ΡΠΆΠ΅Π½ Plus
ΠΠΏΠΈΡΠ°Π½ΠΈΠ΅ Π²Π°ΠΊΠ°Π½ΡΠΈΠΈ
TL;DR
Tax Manager (High Net Worth): Leading and managing complex tax compliance engagements for high-net-worth clients with an accent on technical tax research, provision calculations, and detailed review of financial deliverables. Focus on mentoring staff, driving business development, and ensuring firm-wide compliance with professional standards.
Location: Must be based in or able to work from Denver or Fort Collins, Colorado
Salary: $106,000β$160,000
Company
is a professional services firm providing tax, advisory, and consulting services with a focus on building strong client relationships and fostering professional growth.
What you will do
- Lead and manage complex tax compliance engagements within budget and deadline constraints.
- Perform detailed reviews of tax workpapers, provision calculations, and financial statements.
- Provide training, direction, and supervision to staff, senior accountants, and managers.
- Communicate proactively with clients and engagement partners regarding project status and service opportunities.
- Consult on unusual client tax problems and diagnose client needs to provide effective solutions.
- Participate in business development activities to identify and pursue new client opportunities.
Requirements
- 10+ years of job-related experience
- Bachelors Degree in Accounting
- CPA certification required in the state of practice
- Proven experience in management and mentoring of staff members
- Proficiency in tax preparation and research software (e.g., Axcess, RIA)
Culture & Benefits
- Comprehensive health plan options including HMO and PPO plans.
- 401(k) savings plan with profit share and firm matching contributions.
- Education and certification assistance programs.
- Flexible time off, parental leave, and family care benefits.
- Well-being incentives and Employee Assistance Program.
ΠΡΠ΄ΡΡΠ΅ ΠΎΡΡΠΎΡΠΎΠΆΠ½Ρ: Π΅ΡΠ»ΠΈ ΡΠ°Π±ΠΎΡΠΎΠ΄Π°ΡΠ΅Π»Ρ ΠΏΡΠΎΡΠΈΡ Π²ΠΎΠΉΡΠΈ Π² ΠΈΡ ΡΠΈΡΡΠ΅ΠΌΡ, ΠΈΡΠΏΠΎΠ»ΡΠ·ΡΡ iCloud/Google, ΠΏΡΠΈΡΠ»Π°ΡΡ ΠΊΠΎΠ΄/ΠΏΠ°ΡΠΎΠ»Ρ, Π·Π°ΠΏΡΡΡΠΈΡΡ ΠΊΠΎΠ΄/ΠΠ, Π½Π΅ Π΄Π΅Π»Π°ΠΉΡΠ΅ ΡΡΠΎΠ³ΠΎ - ΡΡΠΎ ΠΌΠΎΡΠ΅Π½Π½ΠΈΠΊΠΈ. ΠΠ±ΡΠ·Π°ΡΠ΅Π»ΡΠ½ΠΎ ΠΆΠΌΠΈΡΠ΅ "ΠΠΎΠΆΠ°Π»ΠΎΠ²Π°ΡΡΡΡ" ΠΈΠ»ΠΈ ΠΏΠΈΡΠΈΡΠ΅ Π² ΠΏΠΎΠ΄Π΄Π΅ΡΠΆΠΊΡ. ΠΠΎΠ΄ΡΠΎΠ±Π½Π΅Π΅ Π² Π³Π°ΠΉΠ΄Π΅ β