Senior Tax Professional

Mountain Capital Investment Advisors, Inc.; Westminster, Northern (CO, KY); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive salary based on experience

Company-paid employee medical, dental,

Vision coverage

HSA-eligible medical plan options

Benefits after 90 days

Job summary

Mountain Capital Investment Advisors, Inc. is seeking an experienced tax professional to deliver comprehensive planning for high-income clients and business owners in a collaborative team setting.

You will prepare complex returns, provide proactive tax advice, and partner with financial advisors to integrate planning strategies. Strong communication and a client-focused approach are essential for success.

Qualifications

• 5+ years of public accounting tax experience.
• Advanced knowledge of federal income tax law.
• Experience with ProSeries Tax Software.
• Experience with Intuit products and workflow tools.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities with attention to detail.

Responsibilities

• Prepare and review complex individual, partnership, and S corp returns.
• Prepare corporate returns and Form 5500 filings.
• Perform year-round tax planning for individuals and businesses.
• Research complex tax issues and propose client solutions.
• Meet with clients to discuss strategies and planning opportunities.
• Assist with IRS and state notices and correspondence.
• Collaborate with financial advisors for integrated tax planning.
• Mentor junior staff and assist with training.
• Identify opportunities to improve internal processes and client experience.

Skills

Client relations

Advisory mindset

Communication

Time management

Attention to detail

Education

EA or CPA designation

Tools

ProSeries

Intuit tools

QuickBooks

Job description

Join a Team That Goes Beyond Tax Returns

At Mountain Capital, we believe great tax professionals do far more than prepare returns—they help clients make better financial decisions. We specialize in serving high-income professionals, business owners, and airline pilots with sophisticated tax planning, proactive advice, and exceptional client service.

We’re looking for an experienced tax professional who enjoys solving complex tax issues, building relationships with clients, and being part of a collaborative team where your expertise is valued.

What You’ll Do

• Prepare and review complex individual (Form 1040), partnership (Form 1065), and S corporation (Form 1120-S) tax returns
• Prepare corporate tax returns (Form 1120) as needed
• Prepare Form 5500 filings for retirement plans
• Perform year-round tax planning for individuals and businesses
• Research complex tax issues and develop practical client solutions
• Meet directly with clients to discuss tax strategies and planning opportunities
• Assist with IRS and state tax notices and correspondence
• Collaborate closely with our financial advisors to provide integrated tax and financial planning
• Mentor junior staff and assist with technical training as needed
• Identify opportunities to improve internal processes and client experience

Qualifications

Required

• 5+ years of public accounting tax experience
• Strong experience preparing:
• Individual tax returns
• Business tax returns (Partnerships, S Corporations, C Corporations)
• Form 5500 filings
• Extensive tax planning experience
• Advanced knowledge of federal income tax law
• Experience with ProSeries Tax Software
• Experience with Intuit products and workflow tools
• Excellent written and verbal communication skills
• Ability to manage multiple priorities while maintaining exceptional attention to detail

Preferred

• Enrolled Agent (EA) or CPA designation (Highly preferred)
• Experience working with high-net-worth individuals
• Experience with retirement plan taxation
• Familiarity with QuickBooks and other Intuit applications
• Experience mentoring staff or reviewing returns

What We’re Looking For

The ideal candidate is someone who:

• Thinks like an advisor—not just a tax preparer
• Takes ownership of their client relationships
• Communicates clearly and professionally
• Works well independently while collaborating with a close-knit team
• Is committed to continuous learning and professional development

Why Mountain Capital?

At Mountain Capital, you’ll have the opportunity to work on challenging tax situations while collaborating directly with financial advisors to create comprehensive strategies for clients. We believe proactive planning creates better outcomes than reactive tax preparation.

We foster a culture of teamwork, continual improvement, and exceptional client service. If you’re looking for a place where your technical expertise is appreciated and your ideas are welcomed, we’d love to meet you.

• Competitive salary based on experience
• 100% company-paid employee medical, dental, and vision coverage
• HSA-eligible medical plan options
• Benefits effective after 90 days of employment

Paid Time Off

• Paid time off (PTO)
• Paid parental leave
• Company-paid holidays

401(k) Retirement Plan

• Eligibility after the first month of employment
• Traditional and Roth 401(k) options

Bonus & Incentive Compensation

• Performance-based bonus and incentive compensation opportunities
• Opportunity for long-term career growth within a rapidly growing firm