Tax Senior - Client Advisory & Planning Leader (Boulder)

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

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.