Tax Associate

Navigator Recruiting; Denver (CO); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Employer-paid health/dental/vision

401(k) with match

Paid time off

Job summary

Navigator Recruiting client is a fast-growing financial services firm in Denver seeking a Corporate Tax Associate to join the tax team. The role focuses on preparing individual returns and some business returns, with an emphasis on accuracy and compliance.

You will work with a team of eight tax professionals including the Tax Director and Tax Manager. The position offers a Monday–Friday schedule with occasional overtime, competitive benefits, and opportunities to grow with the firm as it expands

Qualifications

• Bachelor’s degree in accounting, finance, or related field.
• Minimum of 1+ year of tax preparation experience.
• Enrolled Agent (EA) preferred but not required.
• Exposure to UltraTax tax preparation software.
• Proficiency in Microsoft Office Suite.
• Excellent attention to detail and organizational skills.
• Strong analytical and problem-solving abilities.
• Superior verbal and written communication skills.
• Ability to work independently and manage multiple priorities.

Responsibilities

• Prepare individual and small business tax returns accurately and efficiently.
• Review financial records to determine forms needed for tax returns.
• Ensure compliance with federal, state, and local tax regulations.
• Provide outstanding client service and address questions promptly.
• Conduct client interviews to gather information about their tax situation.
• Explain tax return outcomes and offer tax planning advice.
• Stay updated on tax laws and software updates.
• Maintain organized records of client interactions and returns.
• Ensure all documents filed correctly and securely.
• Follow up on missing information and keep client files current.
• Work with other tax professionals and staff to ensure workflow.

Skills

Attention to detail

Analytical thinking

Communication skills

Time management

Education

Bachelor’s Degree in Accounting, Finance, or related field

Tools

UltraTax

Microsoft Office Suite

Job description

Corporate Tax Associate
Mostly Individual Returns + Some Business Returns
Growing Wealth Mgmt. Co. in DTC
$60 - 85K + Excellent Benefits (100% employer paid health, dental & vision, 401K + match, PTO)

Navigator Recruiting client is a fast-growing 100-employee financial services company with almost $2B AUM and multiple entities and offices in several states. Established over 40 years ago, the firm has long-valued educating clients in ways to preserve and build their wealth. The company itself has grown significantly over the four years and plans to continue growing. The firm is seeking to hire a Tax Associate to join the tax team and help the growing tax business. This role involves preparing accurate tax returns for individuals (mainly), some trusts (1041) and small businesses (1120S, 1065) and provides a critical role in helping clients achieve financial success and compliance. You'd be a part of a team of 8, including the Tax Director, Tax Manager, and 4 other Tax Associates.

Hours are typically Monday - Friday from 8:00 am - 5:00 pm with some overtime possible at busier times.

Benefits include 100% employer paid health, dental and vision insurance; 401K + match; PTO; and being a part of a mission-driven company.

Responsibilities:

• Prepare individual and small business tax returns accurately and efficiently.
• Review financial records, such as income statements and documentation of expenditures, to determine forms needed to prepare tax returns.
• Ensure compliance with federal, state, and local tax regulations.
• Provide outstanding customer service by addressing client concerns and questions in a timely manner.
• Conduct client interviews to gather information about their tax situation.
• Explain tax return outcomes and provide tax planning advice.
• Stay updated on current tax laws and regulations through ongoing education and training.
• Ensure all returns are prepared in compliance with relevant laws and regulations.
• Maintain organized and accurate records of all client interactions and tax returns.
• Ensure all required documents are filed correctly and securely.
• Keep up to date with client files and follow up on missing information.
• Stay informed about changes in tax laws and software updates.
• Work closely with other tax professionals and office staff to ensure a seamless workflow.

Requirements:

• Bachelor’s Degree in Accounting, Finance, or a related field is preferred.
• Minimum of 1+ years of experience in tax preparation.
• Enrolled Agent (EA) preferred but not required.
• Exposure toUltraTaxtax preparation software is helpful but not required.
• Microsoft Office Suite proficiency.
• Excellent attention to detail and organizational skills.
• Strong analytical and problem-solving abilities.
• Superior communication skills, both verbal and written.
• Ability to work independently and manage multiple priorities.