Tax Associate — Individual Returns & Wealth Management

Navigator Recruiting; Denver (CO); Sur place; USD 60 000 - 85 000; Plein temps

Avantages offerts par ce poste

Employer-paid health/dental/vision

401(k) with match

Paid time off

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Attention to detail

Analytical thinking

Communication skills

Time management

Formation

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

Outils

UltraTax

Microsoft Office Suite

Description du poste

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