Tax Manager

W3Global; Denver (CO); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

Flexible schedule

Job summary

W3Global in Denver, Colorado, seeks a Tax Manager to lead tax preparation and review for a diverse client base, with a clear path to firm ownership. You will handle individual, business, trust, estate, and non-profit returns, supervise peers, and provide strategic tax planning.

Eligible candidates hold a CPA or EA, with at least 2 years of relevant experience and proficiency in UltraTax or CCH Axcess. In-office start is preferred, with potential remote work after the first year.

Qualifications

• Licensed CPA, actively working toward CPA licensure, or Enrolled Agent (EA).
• 2+ years of experience preparing individual, business, trust, and non-profit tax returns.
• Experience with UltraTax, CCH Axcess, or similar software.
• Strong working knowledge of federal and state tax law.
• Ability to manage multiple deadlines and communicate clearly with clients.

Responsibilities

• Prepare individual, business, trust, estate, and non-profit tax returns (1040, 1120, 1120-S, 1065, 1041, 990).
• Review returns prepared by others for accuracy and provide feedback.
• Review source documents, research tax issues, and resolve client questions.
• Provide tax planning and projections for informed client decisions.
• Perform bookkeeping, account reconciliations, and year-end adjustments for select clients.
• Respond to IRS and state tax notices and manage deadlines across the portfolio.
• Build lasting client relationships as a trusted point of contact.

Skills

Attention to detail

Communication with clients

Deadline management

Education

Bachelor's or master's degree in accounting, taxation, or related field

CPA or EA credential

Tools

UltraTax

CCH Axcess

Job description

Full Job Description

Tax Manager

Hiring a Tax Manager in Denver, Colorado, to lead tax preparation and review for a diverse client base, with a clear path to firm ownership.

What You'll Do

• 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

What you bring

• 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

Location and schedule

• Location: Denver, Colorado
• Starting date: As soon as possible, but no later than January 1, 2027
• First year in office: We prefer in-office work during your first year, especially during tax season, to support training and knowledge transfer
• Remote flexibility: After the 2027 tax season, the role could transition to primarily remote, dependent on tax season performance.
• Tax season hours: Typical of the public accounting industry.
• Off-season hours: Can be noticeably lighter based on tax season performance, including the potential for shorter workdays and Fridays off.

Compensation And Growth

• Salary: $75,000-$100,000, based on education, CPA or EA credential status, and experience
• Sign-on bonus: $5,000-$10,000 based on education, CPA or EA credential status, and experience
• Performance bonus: Potential for a performance-based bonus
• Ownership: Opportunity for ownership in the firm within 2-3 years

Pay: $75,000.00 - $100,000.00 per year

Benefits

• Flexible schedule

Work Location: In person