Hybrid Tax Manager (Wealth Management)

A great opportunity to join a growing CPA Firm that focuses on ultra high net worth individuals and has an excellent base + bonus!!

  • Englewood, CO
  • $130,000 - $145,000
  • Managed by Jobot Pro: Lauren Lehman
Easy Apply Now

A bit about us:

We are representing a Small CPA Firm that focuses on high net worth individuals. They are growing exponentially and seeking a Tax Manager to manage their existing clients. The Firm has been servicing their distinguished clients for over 25 years.

They offer a great work life balance and excellent benefits, bonus, and compensation.

Apply today to learn more details!

Why join us?

  • Competitive Base Salary!
  • Competitive Bonus Package!
  • Complete Benefits Package!
  • Flexible Work Schedule!
  • 100% Paid Health Benefits!

Job Details

  • Review of complex Federal and state income tax returns for individuals, corporations, partnerships, fiduciaries and exempt organizations
  • Review quarterly tax estimates and projections
  • Engage regularly with colleagues and clients and maintain strong relationships with excellent verbal and written communication skills
  • Identify and communicate tax planning ideas for clients, including tax research, computations and related documentation
  • Research and consult on various tax matters; utilize tax-related software to prepare and process returns and research tax matters
  • Respond to inquiries from the IRS, state, and other tax authorities
  • Supervise and mentor staff and be open and willing to assist with questions or tax issues

  • Minimum three years of progressive tax experience, including compliance, flow-through entities and high net worth individuals with a local, regional, or national public accounting firm
  • Bachelor’s degree in Accounting, MT preferred
  • CPA (preferred but not required)
  • Strong technical skills in accounting, tax preparation, and research
  • Lacerte and paperless office experience a plus

Easy Apply Now
Easy Apply Now
Job Details
Managed by Jobot Pro
Englewood, CO
Job Type
$130,000 - $145,000