Lead Tax Manager for HNW Wealth — Mentorship & Impact

Proven Recruiting; Denver (CO); In loco; USD 110.000 - 135.000; Tempo pieno

Descrizione del lavoro

Proven Recruiting is seeking a Tax Manager for a top-tier wealth management client with multiple locations, including Colorado. You will lead a team serving HNWI/UHNW clients, sign complex tax returns, and drive proactive planning while mentoring associates.

The ideal candidate has 5–8+ years of progressive tax experience, a CPA or EA, and strong client communication skills. This role emphasizes leadership and cross-functional collaboration with senior leadership.

Competenze

• Bachelor’s degree in Accounting or related field.
• 5–8+ years of progressive tax experience for high-net-worth individuals.
• Experience reviewing and signing tax returns with accuracy and compliance.
• Strong communication and cross-functional collaboration with managers and executives.

Mansioni

• Prepare, review, and sign complex tax returns for high-net-worth individuals, trusts, and closely held businesses.
• Develop quarterly tax estimates and projections for proactive planning.
• Respond to tax inquiries and projections with timely, well‑analyzed answers.
• Mentor and support staff to ensure high-quality client service.
• Collaborate with staff to address tax notices and correspondence with authorities.

Conoscenze

Tax expertise

Leadership

Formazione

Bachelor’s degree in Accounting or related field

Active CPA or EA

Descrizione del lavoro

Proven Recruiting is seeking a Tax Manager for a top-tier wealth management client with multiple locations, including Colorado. You will lead a team serving HNWI/UHNW clients, sign complex tax returns, and drive proactive planning while mentoring associates.

The ideal candidate has 5–8+ years of progressive tax experience, a CPA or EA, and strong client communication skills. This role emphasizes leadership and cross-functional collaboration with senior leadership.