Tax Manager

Colorado Psychiatric; Louisville (CO); Hybrid; USD 120,000 - 170,000; Full time

Job summary

Tandem Advisors in Colorado is seeking a Tax Manager to lead multiple client engagements and manage budgets while delivering high-quality tax and accounting services. You will serve as a primary client contact, build relationships, and provide business, advisory, and tax consulting.

You will train, supervise, and develop staff, contributing to a collaborative culture of professionalism and excellence in service.

Qualifications

• Bachelor’s degree required; advanced degree preferred.
• Active Colorado CPA license required.
• 5+ years tax experience required; 2+ years tax review/supervision.
• Proficiency with Lacerte, QuickBooks, and Adobe Acrobat.
• Strong interpersonal and written communication skills.

Responsibilities

• Manage all aspects of tax engagements, including interviews, preparation, review, and delivery.
• Prepare returns for individuals, businesses, trusts, estates, and exempt entities.
• Supervise and train staff; review their work for quality and accuracy.
• Engage with clients to provide advisory and tax planning services.
• Maintain confidentiality and ensure privacy and compliance with policies.
• Research tax issues and stay current with tax laws and regulations.

Skills

Client management

Tax consulting

Staff supervision

Budgeting

Staff training

Attention to detail

Problem solving

Team player

Confidentiality

Education

Bachelor’s degree

Active Colorado CPA license

Tools

Lacerte

QuickBooks

Adobe Acrobat

Microsoft Office

Job description

About the Role

As a Tax Manager at Tandem Advisors, you will lead and manage multiple individual and business engagements to deliver quality tax and accounting services for our clients, while helping shape the firm’s overall tax goals. You will serve as a primary point of contact for clients — managing budgets and production goals, building new relationships, and providing business, advisory, and tax consulting — and you will train, supervise, review, and develop staff, contributing to a collaborative culture of professionalism and excellence in customer service. This is an exempt position reporting to the firm’s partners, working closely with staff accountants, administrative team members, and clients.

Primary Responsibilities

Client Management

• Manage multiple clients, budgets, and production goals.
• Provide general business, advisory, and tax consulting for clients.
• Build new client relationships and demonstrate basic knowledge of clients’ businesses.
• Meet with clients and analyze client records of income and expenses in order to get a complete picture of financial situation.
• Analyze business client financial statements and records to make any necessary tax adjustments.
• Communicate (both in verbal and written form) with clients, colleagues, staff, and partners to obtain information required to consult and prepare tax returns.
• Prepare invoices for tax return preparation, consulting, and other projects using company guidelines, prior year tax invoices, current year budgeted invoice, and time-keeping records as guidance.
• Meet with clients to consult, deliver tax returns, and discuss tax planning opportunities and areas of concern. Train and supervise staff; review and evaluate their work.
• Maintain confidentiality of sensitive information and adhere to company policies and procedures with respect to privacy and protection of personalinformation.
• Contribute to a positive and collaborative work environment by supporting team members and fostering a culture of professionalism and excellence in customer service.

Tax

• Manage all aspects of tax engagements, including client interviews, preparation, review, consulting, and return delivery.
• Prepare tax returns according to prescribed rates, laws, and regulations.
• Analyze client records of income and expenses in order to get a complete picture of financial situation.
• Analyze business client financial statements and records to make any necessary tax adjustments.
• Prepare and review federal, state, and local income tax returns for individuals, businesses, trusts, estates, and exempt organizations according to prescribed laws and regulations.
• Have general knowledge of payroll and sales and use tax returns.
• Prepare and review gift and estate tax returns.
• Prepare estimated federal and state income tax payments.
• Bring areas of concern to management and conduct tax research as needed.
• Keep abreast of current developments in the area of tax law.
• Research and prepare work papers for book to tax differences.
• Research tax law, regulations, rulings, and case law for complex tax situations.
• Prepare tax planning scenarios utilizing tax research and tax planning software, and discuss implementation of tax planning strategies with clients.
• Answer questions of and provide guidance to staff.
• Handle all aspects of tax resolution, including communication and representation regarding federal, state, and local tax notices or tax audits.

Client Accounting & Bookkeeping

• Assist clients with the entity set-up procedures for new businesses.
• Onboard new client bookkeeping engagements and review recurring bookkeeping engagements.
• Ensure accurate and appropriate recording and analysis of revenues and expenses.
• Resolve accounting discrepancies and irregularities.
• Compile and analyze financial information to prepare adjusting journal entries to ensure client financial statements are accurate and complete.
• Provide guidance and training to clients regarding their accounting systems.
• Prepare workpapers requested by external auditors for clients.

Education

• Bachelor’s degree is required.
• Advanced degree is preferred.
• Active Colorado CPA license is required.

Experience

• 5+ years tax experience is required.
• Minimum 2 years tax review and supervisory experience is required.

Technical skills

• Microsoft Office (Outlook, Excel, Word and Internet Explorer) is required.
• Experience with Lacerte or similar tax software is required.
• Proficiency with Quickbooks is required.
• Quickbooks Certified Pro Advisor is a plus.
• Proficiency with Adobe Acrobat is required.
• General software and computer hardware skills are required.
• Proficiency in tax research is required.

Soft Skills

• Excellent interpersonal, verbal, and written communication.
• Ability to perform several tasks concurrently with ease and professionalism.
• Attention to detail and highly organized.
• Critical thinking and complex problem solving.
• Professionalism and judgment.
• Productive and highly efficient.
• Collaborative, team-player.
• Strong analytical skills.
• Dependable, honest, and proven ability to maintain confidentiality.
• Ability to manage all aspects of client relationships with self-direction and initiative.
• Good analytical, interpersonal, time management, research, and communication skills.
• Ability to work in new and changing situations.

Schedule

• Longer hours during peak seasons are required.
• Flexible schedule in the off season.
• Option to work at the office or remotely.
• Ability to meet with clients in person at the office, as requested.