Tax Manager
- $110,000 - $180,000
- Louisville, CO
High Net Worth Focused Tax Advisory and CPA Firm – Concierge-Level Client Service with Hybrid Flexibility
A bit about us:
Headquartered in scenic Louisville, Colorado, we have been a trusted partner in accounting and tax services for over 40 years. We specialize in strategic tax planning and compliance for high-net-worth individuals, families, and business owners with complex financial portfolios—typically with net worths of $20M+. Our high-touch model includes proactive quarterly planning, dedicated service teams, and integrated personal and business advisory. What sets us apart is our concierge-level service and long-term relationships. With a client-first mindset, we deliver deep expertise and personalized care, empowering our clients to live well while we manage the complexity behind the scenes.
Professionals join us for our personalized client relationships, relaxed and collaborative environment, and reduced hours compared to industry norms—without sacrificing complexity or career growth.
Professionals join us for our personalized client relationships, relaxed and collaborative environment, and reduced hours compared to industry norms—without sacrificing complexity or career growth.
Why join us?
- Competitive Base Salary Up to $180K (DOE) + Bonuses
- Comprehensive Benefits: 100% Employeer Paid Medical, Dental, Vision, Matching 401k, PTO
- Work-Life Balance: Flexible culture with proactive client planning cycles
- Hybrid-Remote Flexibility
Job Details
- Review complex returns
- Participate in client meetings with legal, investment, and family office advisors
- Serve as a trusted relationship manager for a select group of HNW/UHNW clients
Looking For:
- CPA
- 4+ years experience, including some exposure to HNW/UHNW individual tax
- Ability to manage client relationships and contribute to planning conversations
Experience with any of the following is a plus:
- Wealth transfer, succession, and liquidity events
- Estate and charitable planning concepts
- Charitable strategies such as CRTs, CLATs, DAFs, and private foundations
- Estate planning structures (GRATs, SLATs, ILITs, FLPs)
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.