Tax Director or Senior Manager

Thrive Financial Recruiting; Denver (CO); Hybrid; USD 140,000 - 170,000; Full time

Benefits offered by this job

100% employee medical insurance

Parking included

CPE opportunities

Job summary

Thrive Financial Recruiting is seeking a Tax leader for a small Denver-area CPA firm recently acquired by a local wealth management firm. The role focuses on managing a team, complex tax planning, and tax compliance review.

You will lead and develop client relationships, analyze and plan for multi-state returns (pass-throughs, S-Corps, partnerships) and some C-Corps, along with high-net-worth estates and gifts. The position offers a collaborative culture and hybrid work.

Qualifications

• Bachelor in Accounting
• CPA
• Tax experience in public accounting firm(s) (preference for small and mid-tier firms)
• Outstanding interpersonal communication skills to lead team and manage client relationships

Responsibilities

• Manage and lead team of tax providers and an accountant
• Manage client relationships
• Analyze, research and provide tax planning for clients
• Review complex U.S. and multi-state income tax returns for primarily pass through partnerships and their related owners 1040's to include S-Corps, and partnerships and some C-Corps
• Review complex high net worth individual, gift and estate tax returns
• Analyze current/prior year returns and identify future planning opportunities
• Review complex tax planning projections
• Respond to IRS and state agency audits, enquiries and tax notices
• Provide high level accounting review and advice to clients
• Highly collaborative team with great culture.

Skills

Team leadership

Client relationship management

Tax planning

Tax research

Communication skills

Education

Bachelor in Accounting

Job description

Local CPA firm recently acquired by a local wealth management investment company has two partners retiring. Seeking a Tax leader for the small office.

They are looking for a person who loves managing a team, complex tax planning and tax compliance review!

Job:

• Manage and lead team of tax providers and an accountant
• Manage client relationships
• Analyze, research and provide tax planning for clients
• Review complex U.S. and multi-state income tax returns for primarily pass through partnerships and their related owners 1040's to include S-Corps, and partnerships and some C-Corps
• Review complex high net worth individual, gift and estate tax returns
• Analyze current/prior year returns and identify future planning opportunities
• Review complex tax planning projections
• Respond to IRS and state agency audits, enquiries and tax notices
• Provide high level accounting review and advice to clients

Highly collaborative team with great culture.

• Bachelor in Accounting
• CPA
• Tax experience in public accounting firm(s) (preference for small and mid-tier firms)
• Outstanding interpersonal communication skills to lead team and manage client relationships

Flexible hybrid - roughly 2 days in office in downtown Denver (parking included) or in Evergreen

$140,000-170,000+ bonus plus 100% medical insurance covered for employee (extra for family), CPE and more!