Senior Tax Associate

Jobtailor; Denver (CO); On-site; USD 65,000 - 90,000; Full time

Job summary

Jobtailor is seeking a tax professional to prepare returns for high-net-worth individuals, trusts and businesses. The role emphasizes accuracy, timely delivery, and clear client communication.

Responsibilities include quarterly estimates, tax research, and coordinating with support staff to ensure data integrity while staying current on tax law updates and client guidance.

Qualifications

• Bachelor’s degree in Accounting or related field.
• 1–3 years public accounting or equivalent experience.
• Moderate tax code knowledge and general accounting skills.
• CPA and/or EA preferred.
• Master’s degree in Tax a plus.
• Experience with CCH Axcess, Workflow & Practice, and SafeSend is a plus.
• Highly organized with strong time management.
• Ability to communicate concepts concisely to clients and advisors.
• Detail-oriented with ability to handle high-volume workload.

Responsibilities

• Prepare tax returns for high-net-worth individuals, trusts and businesses.
• Create quarterly estimates and projections.
• Communicate with clients clearly on delivery of income tax returns.
• Perform tax research.
• Respond to tax questions, estimates, and analysis for tax and wealth management clients.
• Coordinate with tax support staff to ensure workflow and data integrity.
• Work with tax staff to respond to tax notices and prepare correspondence.
• Stay up to date on tax law and communicate changes to clients.
• All other duties as assigned.

Skills

Tax knowledge

Public accounting

Time management

Communication skills

Detail oriented

Organization

Education

Bachelor’s degree in Accounting

Master’s degree in Tax

Tools

CCH Axcess

CCH Workflow

SafeSend

Job description

Responsibilities

• Prepare tax returns for high-net-worth individuals, trusts and businesses
• Create quarterly estimates and projections
• Responsible for clear & concise communication with clients on all matters related to delivery of income tax returns
• Perform tax research
• Responsible for timely and accurate response to tax questions, estimates, projections, and analysis with both tax and wealth management clients
• Coordinate with tax support staff to ensure timely workflow practices and data integrity
• Work with tax staff to respond to tax notices and initial preparation of correspondence
• Stays up to date on tax law and any changes, as well as communicate the effects of the law changes to clients
• All other duties as assigned

Requirements

• Minimum of 1-3 years of public accounting experience, or equivalent experience
• Bachelor’s degree in Accounting or related field
• Moderate tax code knowledge and general accounting skills
• Obtained or in the process of obtaining CPA and/or EA preferred
• Master’s degree in Tax a plus
• Experience with CCH, including Axcess, Workflow and Practice, and SafeSend, a plus.
• Highly organized and tax-oriented
• Ability to handle a large volume of activities at one time
• Ability to communicate concepts to clients and advisors in concise and understandable fashion
• Must be detail-oriented and have excellent time-management skills

Core Competencies

Demonstrates expertise in tax return preparation for high-net-worth individuals and businesses, with strong knowledge of tax codes and regulations. Capable of effective communication with clients regarding tax matters and maintaining data integrity in a fast-paced environment.