Tax Senior Associate (High-net-worth)

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

Benefits offered by this job

Community of respect and innovation

Opportunities for growth and leadership

Diversity and inclusion initiatives

Job summary

A leading CPA firm in Denver, CO seeks an experienced Tax Senior Associate to oversee tax compliance and client relationships for high-net-worth individuals. The ideal candidate will have a Bachelor’s degree in Accounting or Finance, along with a CPA license or advanced certifications. The role involves innovation in tax practices, technical expertise in tax laws, and a focus on delivering exceptional client service. Salary range is $75,000 to $100,000.

Qualifications

• Minimum of 2+ years in tax compliance and planning focused on high-net-worth individuals.
• Entrepreneurial mindset to help build, grow, and lead the practice.
• Knowledge of tax laws affecting high net worth clients.

Responsibilities

• Build and maintain strong client relationships for long-term wealth.
• Oversee preparation and review of complex tax returns.
• Develop efficient workflows and leverage technology for tax practices.

Skills

Client relationship management

Tax compliance oversight

Innovation and process improvement

Technical expertise

Excellent communication/interpersonal skills

Education

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

CPA license or advanced degrees

Tools

Tax preparation software (e.g., Scan/Verify)

CRM systems

Job description

Bennett Thrasher is one of the fastest-growing independent CPA firms in the country, renowned for our expertise in serving ultra-high-net-worth individuals and families. Our personal financial services/high net worth tax practice provides specialized tax solutions for ultra-high net worth individuals and families to help them navigate complex tax landscapes, build and preserve their wealth.

Position Overview

As a tax senior associate on our personal financial services/high-net-worth team, you will be responsible for complex tax compliance and consulting engagements. Additionally, you'll help train associates and interns on basic engagements and perform detailed first-review on projects.

Key Responsibilities

• Client relationship management – help build and maintain strong client relationships, ensuring high levels of satisfaction and retention through personalized tax planning and compliance services aimed at building long-term wealth.
• Tax compliance oversight - oversee the preparation and review of complex tax returns for individuals, trusts, and related entities. Ensure compliance with federal, state, and local tax regulations while incorporating strategies to optimize tax outcomes for high-net-worth clientele.
• Innovation and process improvement – help develop efficient workflows, leverage technology (e.g., tax software and automation tools), and stay abreast of evolving tax laws to help keep the practice at the forefront of industry standards, particularly in areas supporting wealth accumulation.

Qualifications And Requirements

• Bachelor’s degree in Accounting, Finance, or a related field; CPA license or advanced degrees (e.g., Master’s in Taxation) or additional certifications (e.g., CFP, JD) are highly preferred.
• Minimum of 2+ years in tax compliance and planning, focused on high-net-worth individuals or similar client segments.
• Entrepreneurial mindset – driven to help build, grow, and lead the practice.
• Technical expertise - knowledge of tax laws affecting high net worth clients, including income, estate, gift, and investment taxation strategies that support wealth building. Proficiency with tax preparation software such as Scan/Verify and familiarity with CRM systems.
• Excellent communication/interpersonal skills and a client-centric mindset.

Bennett Thrasher is more than just a workplace—we foster a community of respect, innovation, and collaboration. We believe in empowering our associates to lead and grow while contributing to meaningful projects that impact both our clients and communities.

The base salary range for this position in Denver, CO only is between $75,000 to $100,000. Bennett Thrasher is accepting applications on an ongoing basis.

As an Equal Opportunity Employer, we value diversity and encourage applications from all qualified candidates, regardless of race, color, religion, national origin, gender identity, sexual orientation, or any other legally protected status. We are committed to building a workforce that reflects our values of inclusion and respect.

Ready to take the next step? Let’s connect and discuss how you can thrive at Bennett Thrasher.

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