Tax Associate (High-net-worth)

Bennett Thrasher; Denver (CO); On-site; USD 65,000 - 80,000; Full time

Job summary

A financial services firm in Denver, CO, is seeking a Tax Associate to join their personal financial services team. The ideal candidate will have a Bachelor's in accounting, preferably with one busy season of tax experience. This role involves preparing individual tax returns for high-net-worth clients and requires strong organizational and time management skills. The base salary range is $65,000 to $80,000. Join a community that values collaboration and respect, and take the next step in your career.

Qualifications

• One busy season of tax experience, preferably with exposure to high-net-worth individual returns.
• Actively studying for CPA certification if not already obtained.
• Strong commitment to professional and client service excellence.

Responsibilities

• Participate in the preparation of individual tax returns.
• Prepare income tax projections and estimate calculations for clients.
• Analyze accounting records and financial statements for accuracy.

Skills

Time management

Organizational skills

Client service excellence

Education

Bachelor's in accounting

Master's preferred

Job description

Position Overview

As a tax associate on our personal financial services/high-net-worth team, you will work as part of a team and utilize resources to add value to clients and assist with all stages of the preparation process for tax compliance engagements.

Key Responsibilities

• Participate in the preparation of individual tax returns for high-net-worth clientele and utilize feedback to ensure accuracy and efficiency
• Prepare income tax projections and estimate calculations for clients
• Conduct research, analysis, development and summarization of financial information
• Analyze accounting records, financial statements or other financial reports to assess accuracy, completeness and conformance to reporting and procedural standards
• Maintain and organize client files in accordance with firm standards
• Develop effective working relationships with clients and firm associates
• Engage in professional communication with clients under supervision of Managers and Seniors
• Communicate with the IRS and other state authorities in a professional manner when applicable
• Support interns in professional development
• Maintain open communication with management regarding the progress of completion on projects
• Use critical thinking to investigate client financials and fix any discrepancies
• Participate actively in training and developmental opportunities

Qualifications And Requirements

• Bachelor's in accounting; Master's preferred (150 hour requirement threshold should be satisfied or a specific plan in place)
• One busy season of tax experience, preferably with exposure to high-net-worth individual returns
• Actively studying and preparing for the CPA certification if not already obtained
• Strong commitment to professional and client service excellence
• Proven time management, organizational and prioritization skills

Why Join Bennett Thrasher?

Bennett Thrasher is more than just a workplace—we foster a community of respect, innovation, and collaboration. We believe in empowering our associates to lead and grow while contributing to meaningful projects that impact both our clients and communities.

The base salary range for this position in Denver, CO only is between $65,000 to $80,000. Bennett Thrasher is accepting applications on an ongoing basis.

As an Equal Opportunity Employer, we value diversity and encourage applications from all qualified candidates, regardless of race, color, religion, national origin, gender identity, sexual orientation, or any other legally protected status. We are committed to building a workforce that reflects our values of inclusion and respect.

Ready to take the next step? Let’s connect and discuss how you can thrive at Bennett Thrasher.