Tax Senior

Jobot; Boulder (CO); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k)

Paid time off

Flexible schedule

Client ownership

Office in Boulder

Job summary

Jobot seeks a Tax Senior in Boulder, CO to serve as the primary tax contact for monthly accounting clients and provide year-round tax support. You’ll coordinate with accounting teams, manage timelines, and prepare tax returns for individuals, businesses, and trusts.

The role offers growth opportunities, a client-facing ownership track, and exposure to planning, projections, and multi-state tax issues in a stable in-office Boulder environment.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field.
• CPA license preferred or EA preferred.
• Minimum 5 years of progressive tax experience in public accounting or a client-service tax environment.
• Experience managing multiple client relationships and deadlines simultaneously.
• Experience preparing and/or reviewing federal, state, and local income tax returns for individuals, businesses, and trust/estate clients.
• Strong technical tax research skills and ability to document judgment calls clearly.
• Proven ability to communicate tax concepts to non-tax clients.

Responsibilities

• Serve as the primary tax contact for assigned monthly accounting clients and provide proactive year-round tax support
• Coordinate with accounting/bookkeeping teams to ensure monthly financials support accurate tax reporting and planning
• Manage engagement timelines, deliverables, and client communication for assigned accounts
• Prepare and/or review federal, state, and local income tax returns for individuals, businesses, and trust/estate clients
• Ensure timely and accurate filings, extensions, elections, workpapers, and documentation standards
• Resolve tax notices, correspondence, and related issues while advising clients on next steps
• Prepare tax projections and scenario analyses and explain expected tax outcomes to clients
• Calculate and communicate quarterly estimates and annual extension payments
• Lead tax planning efforts including entity structuring, compensation planning, deductions/credits, multi-state tax issues, and year-end strategies
• Review returns prepared by other team members for technical accuracy, completeness, and risk
• Provide review notes, technical guidance, and support consistent quality standards across the firm
• Drive process improvements and help develop junior staff

Skills

Tax planning

Tax compliance

Client management

Communication

Tax research

Multi-state tax

Education

Bachelor’s degree in Accounting, Finance, or related field

CPA license

EA credential

Job description

Tax Senior – Public Accounting / Client Advisory Tax – Boulder, CO

Salary: $80,000 - $120,000 per year

Jobot Job is hosted by: Ron Calhoun

A bit about us

Founded as an established local tax and accounting practice and based in Boulder, we are a client-focused firm serving individuals and small businesses with year-round tax compliance, planning, and advisory support. We work closely with our clients beyond busy season, partnering on monthly accounting coordination, projections, estimates, and strategic tax planning to help them navigate complex tax matters with clarity and confidence.

Why join us

• Competitive Compensation: $80,000 - $120,000 base salary DOE
• Comprehensive Benefits: Medical, Dental, Vision Insurance
• 401(k)
• Paid Time Off
• Flexible Schedule
• Client-Facing Ownership: Take ownership of tax relationships from planning through filed return
• Broad Exposure: Work across compliance, projections, estimates, planning, and review
• Growth Opportunity: Help improve processes and support staff development
• Stable In-Office Team Environment in Boulder

Job Details

Key Responsibilities and Duties

• Serve as the primary tax contact for assigned monthly accounting clients and provide proactive year-round tax support
• Coordinate with accounting/bookkeeping teams to ensure monthly financials support accurate tax reporting and planning
• Manage engagement timelines, deliverables, and client communication for assigned accounts
• Prepare and/or review federal, state, and local income tax returns for individuals, businesses, and trust/estate clients as applicable
• Ensure timely and accurate filings, extensions, elections, workpapers, and documentation standards
• Resolve tax notices, correspondence, and related issues while advising clients on next steps
• Prepare tax projections and scenario analyses and explain expected tax outcomes to clients
• Calculate and communicate quarterly estimates and annual extension payments
• Lead tax planning efforts including entity structuring, compensation planning, deductions/credits, multi-state tax issues, and year-end strategies
• Review returns prepared by other team members for technical accuracy, completeness, and risk
• Provide review notes, technical guidance, and support consistent quality standards across the firm
• Drive process improvements and help develop junior staff

You should have most of the following

• Bachelor’s degree in Accounting, Finance, or related field
• CPA license preferred or EA preferred
• Minimum 5 years of progressive tax experience in public accounting or a client-service tax environment
• Experience managing multiple client relationships and deadlines simultaneously
• Strong background in tax compliance, tax planning, projections, estimates, and tax return review
• Experience preparing and/or reviewing federal, state, and local income tax returns for individuals, businesses, and trust/estate clients
• Strong technical tax research skills and ability to document judgment calls clearly
• Proven ability to communicate tax concepts to non-tax clients in a clear, practical way
• Comfortable working with accounting teams and coordinating monthly financial data for tax planning and reporting
• Ability to commute to Boulder, CO for an in-person role

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

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