Top 150 Public Accounting and Wealth Management / Adviory firm with a national REMOTE model is in growth mode. They have thrived serving High Net worth clients and also industries like technology, construction, real-estate, entertainment, and Healthcare / Medical.
Very intentional culture that serves to limit busy season hours (50-55 with a couple weeks at most at 60). Summer Fridays and a very flexible, non-micromanaged environment are all staples here along with competitive pay and quick paths for growth. Top Reasons to Work with Us -Fantastic Work/Life Balance including long weekends when not in season!
- 401k Match
- Full Medical, Dental & Vision
- Kind and caring corporate culture from top to bottom
- Excellent career growth opportunity
- Flexible PTO + work schedules
What You Will Be Doing ***We have multiple roles to include HNW focused Sr Tax Manager and HNW Tax Manager positions - Also hiring for Tax Managers as:
- Generalists
- Real Estate focused
- Tax Strategy focused
Resposnibilities could include depending on the role:
-Review and manage tax returns, extensions, tax planning calculations with a focus on HNW Individuals & Families
-Review financial statements and perform accounting and adjusting entries, bank reconciliations, and client books and records
-Prepare and review complex tax planning projections for individual and corporate estimated tax liability
-Manage and monitor client deliverables and due dates
-Prepare or review complex U.S. and state individual income, gift tax, and estate tax returns
-Conduct complex tax research and prepare memorandum outlining findings and conclusions
-Respond to IRS and state agency audits, inquires, and tax notices
-Communicate directly with existing clients, colleagues, management, and IRS representatives regarding various tax matters
-Lead department in knowledge of software, processes, and workflows What You Need for this Position - 4-10+ years minimum of relevant experience
- Experience in individual tax compliance, planning
- Tax research experience (RIA)
- Gift, estate, and trust return experience would be a plus
- Experience in complex partnership tax would be a plus
- Outgoing and friendly personality a team player
- Forward-thinking and always looking for ways to improve, learn, and grow
- Desire and ability to train, mentor/lead, and develop staff
What's In It for You We offer competitive compensation and world class benefits and perks. Please inquire for more information!
Tax Managers and Tax Senior Managers are encouraged to apply ASAP and / or you can send your resume to me directly at:
Colorado employees will receive paid sick leave. For additional information about available benefits, please contact Chuck Cooke
Benefits Health, Life, Dental, 401K match, 4 WKS PTO, Summer Fridays, Paid Training / Certifications
Applicants must be authorized to work in the U.S.
Preferred Skills Tax Accounting
Tax Manager
Senior Tax Manager
Tax Supervisor
CPA
Certified Public Accountant
