Tax Manager - Wealth Management

Work From Home!

  • REMOTE
  • Denver, CO +3
  • $150,000 - $160,000
  • Managed by Jobot Pro: Josh Nix
Easy Apply Now

A bit about us:

We are a nationally recognized public accounting, consulting, and wealth management firm, consistently ranked as one of FORTUNE magazine’s “100 Best Companies to Work For.” We foster a “jerk-free” culture with the lowest staff turnover rate in the industry. Our supportive network of well-rounded professionals is excited to catapult your growth and help pave your pathway to professional excellence!

We embrace a "work for YOUR day” model which, simply put, meaning no one knows the best place for you to physically work better than you. Our staff choose their work location based on their individual day’s needs, and gives them the flexibility they need when they need it. If staff need to go into the office to collaborate, the space is there, and if they have a day where they need to focus alone, then staying home works just fine, too.

Why join us?

  • We value each individual employee and offer strong career growth potential based on ability
  • 20 days of vacation with floating holidays
  • Offer a work/life balance even during busy season
  • Work from home options available. If in office we offer occasional free lunches.
  • Social gatherings outside of work with co-workers
  • Large/complex clients
  • Family environment with supportive team with laid back culture

Job Details

Proactively manage the tax planning process with the client and advisory team to optimize the wealth management goals of the client/family.
Manage and review tax returns of individual or trust tax clients including federal, foreign, state and local tax returns, estimated payments and extensions, and Federal and State tax audits.
Involvement in estate planning and wealth transfer projects.
Research and consult on various tax matters, utilize tax-related software to prepare tax projects, tax returns, and research tax matters.
Proactively interact with key client management to gather information, resolve tax-related issues, and make tax recommendations.
The qualifications.

5+ years of recent tax compliance experience in public accounting or equivalent experience.
CPA or Bar License required.
Experience with high net worth individuals, S-corporations, C-corporations, partnerships, LLCs, trusts, and private foundations is required with the emphasis on high net worth individuals.
Sophisticated knowledge of fiduciary and estate tax planning and compliance.
Qualified individuals must either reside in or near the Denver area or be willing to relocate to the area for this opportunity. This position may require some local, national, and occasional international travel.
Easy Apply Now
Easy Apply Now
Job Details
Managed by Jobot Pro
Location
REMOTE
Detroit, MI
Cincinnati, OH
Chicago, IL
Denver, CO
Job Type
Permanent
Compensation
$150,000 - $160,000