Senior Tax Manager

Capstone; Vail (CO); On-site; USD 120,000 - 170,000; Full time

Benefits offered by this job

401(k) match

Company-Paid Health, Dental, Vision

Company-Paid Life Insurance

Flexible Spending Account

Health Savings Account

Flexible schedule

Paid Time Off

Relocation assistance

Job summary

Capstone, a multifaceted CPA firm with 16 offices, seeks an experienced CPA for our Vail, CO office to advise business owners and individuals on financial health, tax planning, and reporting procedures. The role focuses on meeting clients, reviewing financials, and developing tax strategies while upholding accuracy and compliance.

Ideal candidates hold a CPA license, have 7+ years tax experience, and excel in client service, collaboration, and leadership.

Qualifications

• Current CPA License.
• Minimum 7+ years tax experience.
• Ability to work directly with clients and staff.
• Highly motivated and dedicated.
• Confident, flexible, and personable; able to work with diverse people.
• Experience in public accounting and preparing/reviewing tax returns.

Responsibilities

• Apply knowledge of current federal and state tax laws to produce great tax outcomes for clients.
• Prepare and review tax returns and develop tax strategies for business, fiduciary, and individual clients.
• Meet with new and existing clients on a regular basis.
• Utilize interpersonal skills to build lasting relationships with clients and expand the business.

Skills

Client interaction

Public accounting experience

Tax return preparation

Interpersonal skills

Motivation & dedication

Flexible & personable

Job description

About Us

We are a multifaceted CPA firm with 16 offices across the Pacific Northwest providing financial and tax planning to our business and personal clients by offering payroll, bookkeeping, auditing, and tax services. We have close relationships with financial advisors and family attorneys which enable us to provide a full array of services to our clients under one roof.

The Job

We are looking for an experienced CPA to add to our dynamic team of professionals in our Vail, CO office.This position is responsible for assisting business owners and individuals in maintaining and improving their financial health and reporting procedures. Duties include meeting with clients to discuss their current practices and financial needs, reviewing financial statements and tax forms to check for errors and performing audits to ensure compliance with tax organizations. The main responsibilities of this role are to detail review tax, develop tax strategies for all types of clients, meet with new and existing clients, and invest in staff learning and development.

Qualifications for this position:

• Current CPA License
• Minimum 7+ years tax experience
• Someone with a desire and ability to work directly with clients and staff
• A highly motivated and dedicated person
• Confident, flexible, and personable individual that can work with diverse people
• Experience in public accounting and preparing/reviewing tax returns is necessary

What do we need you to do?

• Apply your solid knowledge of current federal and state tax laws to provide great tax outcomes for our clients.
• Prepare and review tax returns and develop tax strategies for business, fiduciary, and individual tax clients.
• Meet with new and existing clients on a regular basis.
• Utilize your exceptional interpersonal skills to form lasting relationships with our current clients and create opportunities to expand our business with new clients.

What\'s in it for you?

• Help with moving expenses.
• Immediate client book of business.
• Competitive wages, paid time off, and paid holidays.
• Immediate Partner track opportunities.
• Avid skier or snowboarder? We have a lift to the mountain just outside the office!
• Growing organization that is looking for people who want to do better for themselves, their teammates and their clients. If you love helping others be successful, this is the job for you.

Although we take our work very seriously, we don\'t take ourselves too seriously. This is more than just a place to get through the work day. We enjoy our work and our time together! If this sounds like what you\'re looking for, we encourage you to apply. Pay determined based on experience and education.

Benefits:

• 401(k) match
• 100% Company-Paid Health, Dental, Vision Insurance
• Company-Paid Life Insurance
• Flexible Spending Account
  
• Health Savings Account
• Flexible schedule
• Paid Time Off
• Relocation assistance