Tax Manager

Jobot; Boulder (CO); On-site; USD 115,000 - 150,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k)

Paid Time Off

Flexible Schedule

Client-Facing Ownership

Leadership Opportunities

In-Office Team Environment

Job summary

Jobot in Boulder, CO seeks a Tax Manager in Public Accounting to lead client advisory tax services and drive year-round planning. You will coordinate with accounting teams and manage timelines for monthly clients, including complex multi-state tax issues and planning strategies.

The role requires 6+ years of tax experience, CPA or EA preferred, and strong communication skills to explain tax concepts to clients and supervise staff. In-person office preferred.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field.
• CPA license preferred or EA preferred.
• Minimum 6+ years of progressive tax experience.
• Experience managing multiple client relationships and deadlines.
• Strong background in tax compliance, planning, projections, estimates, and return review.
• Strong technical tax research and clear documentation of judgments.
• Ability to explain tax concepts to non-tax clients clearly.
• Mentor staff and provide technical review guidance.
• Willingness to commute to Boulder, CO for in-person role.

Responsibilities

• Serve as the primary tax contact for assigned monthly accounting clients and provide proactive year-round tax support.
• Coordinate with accounting/bookkeeping teams to support tax reporting and planning.
• Manage engagement timelines, deliverables, and client communication.
• Prepare and/or review federal, state, and local income tax returns for individuals, businesses, and trust/estate clients.
• Ensure timely filings, extensions, elections, workpapers, and documentation standards.
• Resolve tax notices and advise clients on next steps.
• Prepare tax projections and scenario analyses and explain outcomes to clients.
• Lead tax planning efforts including entity structuring and multi-state issues.
• Review returns prepared by others for technical accuracy and risk.
• Provide guidance to ensure consistent quality and develop junior staff.

Skills

Bachelor's degree

CPA license

EA preferred

Client relationships

Tax planning

Tax compliance

Mentoring staff

Communication of tax concepts

Education

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

Tools

Tax software

Job description

Tax Manager – Public Accounting / Client Advisory Tax – Boulder, CO

This Jobot Job is hosted by: Ron Calhoun

Salary: $115,000 - $150,000 per year

A bit about us:

Founded as an established local tax and accounting practice and based in Boulder, we are a client-focused firm serving individuals and small businesses with year-round tax compliance, planning, and advisory support. We work closely with our clients beyond busy season, partnering on monthly accounting coordination, projections, estimates, and strategic tax planning to help them navigate complex tax matters with clarity and confidence.

Why join us?

• Competitive Compensation: $80,000 - $120,000 base salary DOE
• Comprehensive Benefits: Medical, Dental, Vision Insurance
• 401(k)
• Paid Time Off
• Flexible Schedule
• Client-Facing Ownership: Lead tax relationships from planning through filed return
• Broad Exposure: Work across compliance, projections, estimates, planning, and review
• Leadership Opportunity: Drive process improvements and help develop staff
• Stable In-Office Team Environment in Boulder

Key Responsibilities and Duties

• Serve as the primary tax contact for assigned monthly accounting clients and provide proactive year-round tax support
• Coordinate with accounting/bookkeeping teams to ensure monthly financials support accurate tax reporting and planning
• Manage engagement timelines, deliverables, and client communication for assigned accounts
• Prepare and/or review federal, state, and local income tax returns for individuals, businesses, and trust/estate clients as applicable
• Ensure timely and accurate filings, extensions, elections, workpapers, and documentation standards
• Resolve tax notices, correspondence, and related issues while advising clients on next steps
• Prepare tax projections and scenario analyses and explain expected tax outcomes to clients
• Calculate and communicate quarterly estimates and annual extension payments
• Lead tax planning efforts including entity structuring, compensation planning, deductions/credits, multi-state tax issues, and year-end strategies
• Review returns prepared by other team members for technical accuracy, completeness, and risk
• Provide review notes, technical guidance, and support consistent quality standards across the firm
• Drive process improvements and help develop junior staff

You should have most of the following

• Bachelor’s degree in Accounting, Finance, or related field
• CPA license preferred or EA preferred
• Minimum 6+ years of progressive tax experience in public accounting or a client-service tax environment
• Experience managing multiple client relationships and deadlines simultaneously
• Strong background in tax compliance, tax planning, projections, estimates, and tax return review
• Experience preparing and reviewing federal, state, and local income tax returns for individuals, businesses, and trust/estate clients
• Strong technical tax research skills and ability to document judgment calls clearly
• Proven ability to communicate tax concepts to non-tax clients in a clear, practical way
• Experience mentoring staff and providing technical review guidance
• Comfortable working with accounting teams and coordinating monthly financial data for tax planning and reporting
• Ability to commute to Boulder, CO for an in-person role

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, and local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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