Tax Manager

Reese Henry & Company, Inc.; Denver (CO); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Half-day summer Fridays

Sabbatical program

Job summary

A leading CPA firm in Colorado is seeking a dynamic tax professional with manager-level experience in public accounting. This role requires 5-7 years of expertise in corporate engagements and family office structures, emphasizing client satisfaction and quality tax planning. Ideal candidates will thrive in a collaborative environment that emphasizes professional development and work-life balance with perks such as flexible work locations and competitive compensation packages.

Qualifications

• Ability to articulate technical requirements and provide feedback to staff.
• Conducts tax reviews and communicates complex issues.
• Demonstrates tax planning expertise covering clients' business needs.
• Resolves issues with the engagement team efficiently.

Responsibilities

• Lead tax planning and client service in a CPA firm.
• Conduct reviews of tax returns and research projects.
• Train staff in tax preparation and planning.

Skills

Tax planning

Client communication

Problem-solving

Team collaboration

Project management

Education

Manager-level public accounting experience

5-7 years in public accounting

Job description

Big City Career. Mountain Town Lifestyle.

This position is available to a highly motivated individual with manager-level public accounting experience that is based in Denver, CO. Individuals are encouraged to participate in firm funded bi-annual team retreats to the Aspen, CO area, enjoying all that the Roaring Fork Valley has to offer.

As the leading Aspen, Colorado CPA firm for over 60 years, Reese Henry & Company has established itself as a national leader in the high-net-worth demographic with a full suite family office practice to further multi-generational needs. We've since expanded our operations to include an office in Denver, CO. Reese Henry & Company offers a big city career in a progressive boutique accounting firm serving a highly sophisticated global client base.

Solidify your long-term professional career in a dynamic CPA firm with a competitive compensation package, flexible work locations and integrate into the work life balance available to all professionals, e.g., half-day summer Fridays and sabbatical program.

Opportunity

Excellent opportunity for tax professionals with 5-7 years of experience within a public accounting environment who have exposure to corporate engagements, family office structures, private client services, pass through entities, partnerships, S Corps, & estate planning. Our goal is to provide an unmatched quality of life along with engaging work and growth opportunities.

Key Qualifications

Technical Skills

• Displays ability and confidence to articulate all technical requirements of Staff, layering in the ability to detail review and provide feedback to Staff on all aspects of Staff requirement.
• Conducts first and second review of tax returns, tax notice responses and research projects, issue spotting planning items, tax savings strategies and communicating risk to Director, Managing Director or Partner as necessary.
• Demonstrates the ability to provide quality tax planning to clients that encompasses the clients’ full business needs.
• Resolves all issues with engagement team, only looping in PIC/Client when necessary.
• “Close” tax return and communicate outstanding items directly with Client or PIC.
• Communicate complex tax issues in simplified terms to engagement team, PIC, and Client.
• Develop expertise in base client composition and assists Staff and other Managers.
• Develops/improves workpapers, transferring knowledge from other areas of the practice or engagements to current engagement (breaking the mold on SALY).
• Assigns, tracks and manages tasks/projects between a number of staff.
• Demonstrates the ability to train Staff as to return preparation, IRS notice response, tax planning engagements and similar.

Client Satisfaction

• Needs and expectations of client are met timely, consistently, and with a high level of service.

Quality of Work

• Performs at a high level, work is completed accurately (few or no errors), efficiently, timely and within deadlines with minimal supervision.

Communication Skills

• Written and oral communications are clear, organized, timely, and effective; listens and comprehends well.

Judgement & Decision Making

• Makes thoughtful, well-reasoned decisions; exercises good judgment, resourcefulness, and creativity in problem-solving.

Initiative/Reliability/Flexibility

• Often seeks out additional responsibility; identifies problems and solutions; thrives on new challenges and adjusts to unexpected changes.

Teamwork/Company Culture

• Respectful of colleagues when working with others and makes valuable contributions to help the group achieve its goals.
• Meets financial and charge hour goals, manages time and workload efficiently, seeks out additional work as necessary.

Learning & Development

• Continually seeks ways to strengthen performance and regularly monitors new developments in field of work. Adheres to CPE requirements for relevant licenses or 40 hours per year.

Administrative

• The capability to efficiently manage and execute organizational tasks and processes. This includes maintaining records, coordinating schedules, handling correspondence, and ensuring smooth day-to-day operations.

Community

• The skill of building and nurturing a sense of belonging and collaboration within a group. This included your local communities within RH and outside of RH. This involves fostering relationships, encouraging participation, and creating an inclusive environment where everyone feels valued.

Balance

• The ability to maintain a healthy equilibrium between work and personal life, ensuring that neither negatively impacts the other. This includes time management, stress management, and prioritizing tasks effectively.