Tax Associate

Valid8 Financial, Inc.; Greenwood Village (CO); On-site; USD 80,000 - 130,000; Full time

Benefits offered by this job

Performance bonuses

Retirement plan with company match

Generous PTO

In-office role with flexible daily/sch

CPE reimbursement

CPA/EA licensing support

Job summary

Denver Wealth Family Office is seeking a Tax Associate (Practice Management Track) to serve as the hub of our tax practice, owning onboarding, document collection, and client communications while coordinating with the tax preparation team.

This role is designed for someone ambitious to lead a tax practice in the future, with strong organizational skills, high EQ, and a track toward CPA/EA credentials; the ideal candidate has 4+ years in client-facing roles and a desire to grow within a dynamic,

Qualifications

• 4+ years of professional experience in a client-facing or high-volume project management role (ideally within public accounting, wealth management, or legal services).
• Obessive organizational skills and the ability to manage multiple client files simultaneously.
• High emotional intelligence (EQ) with an ability to communicate professionally and empathetic with high-net-worth clients.
• Long-term career ambition to grow into a role where you will manage or run a tax practice.

Responsibilities

• Serve as the primary point of contact for tax clients, guiding them through the onboarding and compliance process.
• Coordinate communications between clients and the technical tax preparation team to resolve open items quickly.
• Explain process steps and timeline expectations to clients in clear, welcoming language.
• Own the document collection process, proactively gathering tax source documents from clients.
• Manage and track the status of all tax returns, ensuring the pipeline moves efficiently from intake to final delivery.
• Coordinate the secure delivery of completed tax packages and e-file authorizations to clients.
• Maintain internal CRM and tracking systems with absolute accuracy to ensure no client file falls through the cracks.
• Identify bottlenecks in the current client experience or workflow and suggest process improvements.
• Collaborate with financial advisors to ensure a cohesive experience across both wealth management and tax services.

Skills

Client-facing experience

Organizational skills

Emotional intelligence

Career ambition

Education

CPA or EA license

Tools

TaxDome

Job description

Tax Associate (Practice Management Track)

Build the Future of an Integrated Tax & Wealth Advisory Practice

• Position Type:Full-Time
• Compensation:$80,000 – $130,000 base salary + performance bonuses(depending on experience and credentials)

About Us

Denver Wealth Family Officeis a growing, independent family office. We help successful families and business owners make better financial decisions through integrated planning. Our clients value long-term relationships and proactive planning over transactional compliance.

As our tax practice expands, we are seeking a highly organized, ambitiousTax Associatewho wants to learn how a modern tax practice runs from the inside out. This isn't just a back-office data entry job—this is a strategic position designed for someone who aspires to lead and run a tax practice in the future.

Position Overview

TheTax Associatewill serve as the critical hub of our tax practice, managing the entire lifecycle of the client experience. Your primary mission is to bridge the gap between our clients and our technical tax preparation team. You will own client onboarding, document collection, pipeline tracking, and ongoing communication, ensuring a seamless, high-touch experience for our clients.

Primary Responsibilities

Client Relations & Communication

• Serve as the primary point of contactfor tax clients, guiding them through the onboarding and compliance process.
• Coordinate communicationsbetween clients and the technical tax preparation team to resolve open items quickly.
• Explain process stepsand timeline expectations to clients in clear, welcoming language.
• Own the document collection process, proactively gathering tax source documents from clients.
• Manage and track the status of all tax returns, ensuring the pipeline moves efficiently from intake to final delivery.
• Coordinate the secure deliveryof completed tax packages and e-file authorizations to clients.
• Maintain internal CRM and tracking systemswith absolute accuracy to ensure no client file falls through the cracks.

Practice Building

• Identify bottlenecksin the current client experience or workflow and suggest process improvements.
• Collaborate with financial advisorsto ensure a cohesive experience across both wealth management and tax services.

Qualifications

Required

• 4+ yearsof professional experience in a client-facing or high-volume project management role (ideally within public accounting, wealth management, or legal services).
• Obsessive organizational skillsand the ability to manage multiple client files simultaneously.
• High emotional intelligence (EQ)with an ability to communicate professionally and empathetic with high-net-worth clients.
• Long-term career ambitionto grow into a role where you will manage or run a tax practice.

Preferred

• Active CPA or EA license(highly preferred, butnotmandatory).
• Familiarity with tax documents(W-2s, 1099s, K-1s) and general tax terminology.
• Familiarity with TaxDomeor similar tax practice management software.

What Makes This Opportunity Different

Most public accounting firms silo their associates into rigid data-entry or technical prep roles with zero client interaction. We do the opposite.

• The Ultimate Mentorship:Learn the business operations, client management, and advisory integration required to run a multi-million-dollar practice.
• Collaborative Culture:Work alongside wealth advisors where investments, estate planning, and taxes intersect.
• Relationship-Driven:Focus on deep, long-term relationships rather than transactional compliance volume.
• Performance bonusesbased on practice and individual growth.
• Retirement planwith company match.
• Generous Paid Time Off (PTO).
• In-office rolewith flexible daily scheduling.
• Full reimbursementfor CPE, professional licensing, or CPA/EA exam preparation if pursued.
• Direct trackto future practice leadership and executive opportunities.