Tax Specialist — Private Funds & AI-Driven Planning

Parsonex; Englewood (CO); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health insurance

401(k)

Job summary

Parsonex Enterprises is seeking a Tax Specialist to own tax work across its affiliated entities, private funds, and wealth management clients. The role involves federal/state partnership returns, K-1s, and year-end planning, with collaboration across RIA, Wealth Management, and Technology teams to build AI-enabled tax systems.

The ideal candidate has 3–7 years in private fund tax or related tax planning, a CPA-trajectory or CPA, and strong analytical skills, detail orientation, and ownership

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field.
• CPA license, or significant progress toward it, strongly preferred.
• 3–7 years of experience in private fund tax, partnership taxation, corporate tax compliance, or wealth management tax planning; public accounting experience is a plus.
• Working knowledge of partnership tax (Subchapter K), including capital accounts, allocations, and K-1 reporting.
• Experience with professional tax software and cloud accounting platforms; CCH & QuickBooks Online experience is a plus.
• Interest in leveraging technology and contributing to process improvement.

Responsibilities

• Prepare and file federal and state partnership returns and investor K-1s for private funds with diverse holdings.
• Track partner capital accounts, allocations, and basis; support fund-level tax planning and year-end reporting.
• Manage tax preparation, planning, and compliance for Parsonex Enterprises and affiliates; supervise filings.
• Research and implement tax strategies to improve tax efficiency and regulatory compliance.
• Collaborate with RIA and Wealth Management teams to provide tax planning and filing for high-net-worth clients.

Skills

Analytical skills

Attention to detail

Ownership mindset

Communication skills

Confidentiality

Team collaboration

Education

Bachelor’s degree in Accounting/Finance

CPA license preferred

Tools

CCH

QuickBooks Online

Cloud accounting platforms

Job description

Parsonex Enterprises is seeking a Tax Specialist to own tax work across its affiliated entities, private funds, and wealth management clients. The role involves federal/state partnership returns, K-1s, and year-end planning, with collaboration across RIA, Wealth Management, and Technology teams to build AI-enabled tax systems.

The ideal candidate has 3–7 years in private fund tax or related tax planning, a CPA-trajectory or CPA, and strong analytical skills, detail orientation, and ownership