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Tax Manager - Private Client Services

Denver, CO · Accounting/Finance

Excellent company looking to add a successful Tax Manager - Private Client Services Professional to their team!


***Hybrid position 2-3 days on-site per week***
 

Responsibilities:

  • Provide outstanding service to a broad range of high net worth individuals, executives and business owners and related entities in accordance with company Client Service Standards
  • Demonstrate technical competence in specialty expertise (in Income tax, Compliance, and Planning)
  • Manage engagements/assignments in a consistently profitable manner
  • Review client engagement/assignment documentation, returns and work papers for accuracy
  • Supervision of client engagement/assignment procedures
  • Development of team members – serve as mentor, advisor, team leader, and/or Career Advocate (CA)
  • Provide team members with timely and candid performance feedback supporting the firm’s performance management process
  • Plan and complete assignments in a timely manner
  • Ability to recognize, research, document and satisfactorily resolve technical issues
  • Generate new business and retain current business
  • Expand services to existing clients
 

Skills, Knowledge and Qualifications

  • CPA required
  • Bachelors degree in Accounting or related degree
  • Five or more years of applicable experience in individual income tax planning and compliance
  • Experience with trust income tax compliance a plus
  • Ability to research technical issues and document results
  • Ability to supervise, coach, and develop individuals and/or large groups.
  • Proficiency in Microsoft Office programs (Word and Excel required).
  • Excellent verbal and written communication skills.
  • Strict adherence to professional ethics.
  • Ability to successfully contribute to the success of a strategic business unit of the firm.

MUST HAVES
  • Bachelor’s degree in accounting or related degree.
  • Five or more years of applicable experience in individual income tax planning and compliance.
  • An active CPA license.
  • Proficiency in Microsoft Office programs (Word and Excel required).


NICE TO HAVES

  • Experience with trust income tax compliance a plus.
  • Prior experience with one of the Big 4 accounting firms.
  • Experience with estate tax and high-value clients.


Additional Information:

  • The typical office hours are 8:00 a.m. to 5:00 p.m. Between January 1st and April 15th, hours are more intensive given the tax season.
  • Ability to work extra hours as determined by the workload and client expectations.
  • Travel for this position will be most dependent upon office location. Travel may range from minimal to monthly.
  • Ability to sit for long periods of time.
  • Ability to move throughout the office.
  • Ability to lift, carry, push, and pull up to 30-50 pounds.


***FULL BENEFITS OFFERED***
***RELOCATION ASSISTANCE OFFERED FOR THE PERFECT CANDIDATE***


 

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