High-Net-Worth Tax Associate: Client Impact & Prep

Bennett Thrasher; Denver (CO); On-site; USD 65,000 - 80,000; Full time

Job summary

A financial services firm in Denver, CO, is seeking a Tax Associate to join their personal financial services team. The ideal candidate will have a Bachelor's in accounting, preferably with one busy season of tax experience. This role involves preparing individual tax returns for high-net-worth clients and requires strong organizational and time management skills. The base salary range is $65,000 to $80,000. Join a community that values collaboration and respect, and take the next step in your career.

Qualifications

• One busy season of tax experience, preferably with exposure to high-net-worth individual returns.
• Actively studying for CPA certification if not already obtained.
• Strong commitment to professional and client service excellence.

Responsibilities

• Participate in the preparation of individual tax returns.
• Prepare income tax projections and estimate calculations for clients.
• Analyze accounting records and financial statements for accuracy.

Skills

Time management

Organizational skills

Client service excellence

Education

Bachelor's in accounting

Master's preferred

Job description

A financial services firm in Denver, CO, is seeking a Tax Associate to join their personal financial services team. The ideal candidate will have a Bachelor's in accounting, preferably with one busy season of tax experience. This role involves preparing individual tax returns for high-net-worth clients and requires strong organizational and time management skills. The base salary range is $65,000 to $80,000. Join a community that values collaboration and respect, and take the next step in your career.