Tax Manager: AI-Driven Pass-Through & Planning Lead

Strategic Employment Partners (SEP); Windsor (CO); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Defined busy season

Lighter summer hours

Short local commute

Technology-forward firm

Nation-wide clients

Job summary

Strategic Employment Partners (SEP) in Northern Colorado seeks a tax professional at the Manager level to manage a portfolio of business clients and their owners. You will handle pass-through returns (S-corps and partnerships), provide year-round planning guidance, and help the firm implement AI tools to speed up returns preparation and review.

You will review the work of junior team members and collaborate with clients across energy, agriculture, real estate, and skilled-trades sectors.

Qualifications

• CPA or EA required.
• Solid pass-through return experience with S-corps (1120-s) and partnerships (1065) is essential.
• Tax compliance, planning, and return experience needed.
• Experience with AI tools or AI system integration is preferred.

Responsibilities

• Manage a portfolio of business clients and their owners.
• Handle pass-through returns (S-corps and partnerships) and provide year-round planning guidance.
• Review the work of junior team members.
• Help the firm implement AI tools to speed up return preparation and review.

Skills

Pass-through return experience

Tax planning

Mentoring/Review

Education

CPA or EA

Tools

Intuit tax software

AI integration tools

Job description

Strategic Employment Partners (SEP) in Northern Colorado seeks a tax professional at the Manager level to manage a portfolio of business clients and their owners. You will handle pass-through returns (S-corps and partnerships), provide year-round planning guidance, and help the firm implement AI tools to speed up returns preparation and review.

You will review the work of junior team members and collaborate with clients across energy, agriculture, real estate, and skilled-trades sectors.