Tax Manager

JBL & Co., CPAs, LLC; Denver (CO); On-site; USD 70,000 - 120,000; Full time

Job summary

COCPA in Denver, CO is seeking a qualified CPA/EA to prepare and review tax returns for individuals, businesses, trusts, and non-profits. You will ensure accuracy, resolve issues, and meet deadlines during tax season.

You will provide tax planning, keep clients informed, and build long-term relationships while partnering with a team. We offer opportunities for professional growth and leadership development.

Qualifications

• Active CPA license, or pursuing licensure, or Enrolled Agent.
• Minimum 2 years of experience preparing individual, business, trust, and non-profit returns.
• Experience with UltraTax, CCH Axcess, or similar software.
• Strong knowledge of federal and state tax law.
• Attention to detail and ability to manage multiple deadlines.
• Clear, professional communication with clients and colleagues.

Responsibilities

• Prepare individual (Form 1040), business (Forms 1120, 1120-S, 1065), trust and estate (Form 1041), and non-profit (Form 990) tax returns
• Review tax returns prepared by other team members for accuracy and completeness, and provide feedback
• Review source documents, research tax issues, and resolve questions with clients
• Provide tax planning and projections that help clients make informed decisions
• Perform bookkeeping, account reconciliations, and year-end adjustments for select clients
• Respond to IRS and state tax notices and correspondence
• Manage deadlines and workflow across the client portfolio, especially during tax season
• Build lasting client relationships as a trusted point of contact

Skills

Attention to detail

Client communication

Tax knowledge

multitask management

Education

Bachelor's degree in accounting

CPA licensure in progress or licensure

Tools

UltraTax

CCH Axcess

Job description

Prepare individual (Form 1040), business (Forms 1120, 1120-S, 1065), trust and estate (Form 1041), and non-profit (Form 990) tax returns

Review tax returns prepared by other team members for accuracy and completeness, and provide feedback

Review source documents, research tax issues, and resolve questions with clients

Provide tax planning and projections that help clients make informed decisions

Perform bookkeeping, account reconciliations, and year-end adjustments for select clients

Respond to IRS and state tax notices and correspondence

Manage deadlines and workflow across the client portfolio, especially during tax season

Build lasting client relationships as a trusted point of contact

Required

• Licensed CPA, actively working toward CPA licensure, or Enrolled Agent (EA)
• Minimum of 2 years of experience preparing individual, business, trust, and non-profit tax returns
• Experience with UltraTax, CCH Axcess, or similar advanced tax preparation software
• Strong working knowledge of federal and state tax law
• Attention to detail and the ability to manage multiple deadlines
• Clear, professional communication with clients and colleagues

Preferred

• Bachelor's or master's degree in accounting, taxation, or a related field
• Experience reviewing individual, business, trust, and non-profit tax returns
• Bookkeeping experience with QuickBooks or similar accounting software
• Interest in client development and long-term leadership at the firm