Tax Manager

Trimble & Associates, Inc.; Greenwood Village (CO); On-site; USD 120,000 - 150,000; Full time

Benefits offered by this job

Bonus and profit sharing

Generous PTO

401K

Insurance

Job summary

Trimble & Associates, Inc. is seeking a Tax Manager to lead tax planning, compliance, and advisory services for high-net-worth individuals and closely held businesses in a boutique, client-focused firm.

You will manage complex engagements and mentor staff while delivering proactive tax strategies. The role emphasizes building long-term client relationships, deep technical expertise, and cross-functional collaboration in a high-trust environment.

Qualifications

• Bachelor’s degree in accounting; CPA certification required.
• 5+ years of progressive tax experience in public accounting.
• Strong knowledge of individual, partnership, S corporation, and fiduciary taxation.

Responsibilities

• Manage tax compliance and planning engagements for high-net-worth individuals, trusts, partnerships, S corporations, and privately held businesses.
• Review federal, state, and local tax returns for accuracy and timely delivery.
• Develop and implement proactive tax strategies to minimize liabilities and maximize opportunities for clients.
• Research and resolve complex tax issues, including partnership taxation and multistate matters.
• Serve as trusted advisor and primary contact for clients, building long-term relationships.
• Oversee multiple client engagements, budgets, deadlines, and deliverables with high service standards.
• Mentor and develop tax staff with technical guidance and review of work.

Skills

Strong communication

Client relationship mgmt

Deadline-driven

Mentoring staff

Education

Bachelor’s degree in accounting

Master’s in taxation

CPA certification

Job description

Tax Manager – High-Net-Worth Individuals & Business Advisory

A highly respected boutique CPA firm is seeking an experienced Tax Manager to join its growing tax and advisory practice. The firm provides sophisticated tax planning, compliance, and strategic advisory services to high-net-worth individuals and businesses across a diverse range of industries.

This is an excellent opportunity for a tax professional who enjoys complex tax matters, building long-term client relationships, and providing proactive, personalized advice. The firm offers a collaborative, client-focused environment where professionals can make a meaningful impact without the bureaucracy of a large accounting firm.

Responsibilities of the Tax Manager

• Manage tax compliance and planning engagements for high-net-worth individuals, trusts, partnerships, S corporations, and privately held businesses.
• Review complex federal, state, and local tax returns, ensuring accuracy, compliance, and timely delivery.
• Develop and implement proactive tax strategies to minimize liabilities and maximize financial opportunities for clients.
• Research and resolve complex tax issues, including partnership taxation, pass-through entities, and multistate tax matters.
• Serve as a trusted advisor and primary point of contact for clients, developing strong, long-term relationships.
• Manage multiple client engagements, budgets, deadlines, and deliverables while maintaining exceptional service standards.
• Mentor and develop tax staff, providing technical guidance, training, and review of work.

Qualifications of the Tax Manager

• Bachelor’s degree in accounting, master’s in taxation preferred.
• CPA certification required.
• 5+ years of progressive tax experience in public accounting, including experience supervising engagements and staff.
• Strong technical expertise in individual, partnership, S corporation, and fiduciary taxation.
• Experience serving high-net worth individuals, business owners, and closely held businesses preferred.
• Demonstrated ability to provide proactive tax planning and advisory services beyond traditional tax compliance.
• Strong knowledge of federal and multistate tax regulations.
• Excellent communication, analytical, and client relationship management skills.
• Ability to manage competing priorities and complex engagements in a deadline-driven environment.
• Team player

Target Salary Range $120,000 to $150,000 DOE. Bonus and profit sharing, generous PTO, 401K, insurance and more!