Ta Manager

Navigator Recruiting; Denver (CO); Hybrid; USD 110,000 - 130,000; Full time

Benefits offered by this job

401k + match

Health insurance

Holidays

Fridays off in summer

End-of-year time off

Job summary

Navigator Recruiting client is a fast-growing financial services firm in Denver seeking a Tax Manager to oversee individual tax return preparation, planning and advisory services. This is a hybrid role (3 days in office / 2 days at home) with regular busy season hours.

The ideal candidate will have a Bachelor's degree, CPA, 6+ years tax experience, strong communication, client-facing skills, and proficiency in QuickBooks.

Qualifications

• Bachelor's Degree required; CPA license strongly preferred.
• Minimum 6 full years of tax-season experience.
• CPA designation required for this role.
• Strong communication and client-facing abilities.

Responsibilities

• Prepare mainly 1040 tax returns for high-net-worth individuals.
• Assemble working papers clearly with proper notations.
• Meet with clients to review tax returns and discuss planning opportunities.
• Create in-depth tax projections for top clients.
• Provide client support outside tax season for notices or refunds.
• Handle special projects as needed.

Skills

Client-facing

Communication

Analytical

Organizational

Education

Bachelor's Degree

CPA license

Tools

QuickBooks

Job description

Tax Manager

High-Net-Worth Individual Tax Returns

Growing Wealth Management Co.

Denver, CO

Salary: $110K - $130K + Excellent Benefits

Navigator Recruiting client is a fast-growing progressive, young, aspiring financial services company which embraces technology. Growth has been as a result of the firm's commitment to build wealth for its clients and a sophisticated planning process. The firm is seeking a full-time Tax Manager to oversee all client tax preparation (mostly individual tax returns), planning and advisory services. The chosen professional should be a highly collaborative, communicative, forward-thinking strategist who will work directly with the CEO, Senior Management team and clients. As the only tax professional in this organization, the chosen person will be in an individual contributor / non-management role. All tax clients of this wealth management firm are also current financial planning, investment management or insurance planning clients of the wealth management firm. This is a hybrid role (3 days in the office / 2 days at home) during the non-busy season and an in-office role (5 days in-office) during busy season. Busy season (Feb. - Apr. 15) hours are 50-55 hrs./week at the most. The company offers an excellent benefit package including Fridays off during the summer, extra time off at the end of the year, a 401k + match, health insurance, holidays and a fun, engaging culture.

Responsibilities:

• Prepare mainly 1040 tax returns for high-net-worth individuals; will also prepare a handful of 1041 and 1120-S returns.
• Assemble the workpapers in a clear, organized, and functional manner with appropriate notations.
• Conduct comprehensive client meetings to review and discuss completed tax returns in depth by explaining key findings, exploring tax strategies, and identifying tax planning opportunities.
• Create in-depth tax projections for top clients
• Client support outside of tax season regarding tax notices, tax refunds, or other issues.
• Special projects as needed.

Requirements:

• Bachelor’s Degree is required; Advanced Education helpful
• Minimum of 6 full years of tax season experience required
• CPA required
• Prior client-facing experience strongly preferred
• Ability to communicate complex information clearly with excellent communication and presentation skills
• Strong interpersonal communications Skills
• Highly organizational
• Analytical
• QuickBooks experience helpful