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Tax Accountant

Greenwood Village, CO · Accounting/Finance
Tax Accountant
Denver, CO
Growing Fiduciary Co. - Helping People/Making a Positive Difference
Salary: $90,000 - $120,000 + Full Benefits, Bonus 
 

4+ Years’ Public Accounting 1040 & 1041 Tax Return Prep. Exp.
Drake Exp. Helpful  

Supportive & Positive Culture in Growing, Progressive Office w/Excellent Benefits 

 
Company Information
Navigator Recruiting client is a locally owned 24 employee fiduciary firm headquartered in the south Denver Metro area. The firm values compassion, honestly and serving clients and helps people who may be impaired cognitively, physically or financially through conservatorships, managing trusts, serving as a personal representative or by financial power of attorney. Due to its ability to excel in serving clients in these ways, this 12-year-old company has experienced 40% growth in revenues each year over the past four years and the company has grown from 5 employees to 24 in the last two years! More growth is on the horizon. The firm is seeking a Tax Accountant (the only one in the company) to  prepare roughly 200 Individual and Trust & Estate tax returns (mostly 1041s w/some 1040s) for individual clients per year using the cloud-based version Drake tax software and also be responsible for some analysis and tax planning for external clients. Most of the Tax Accountant's interaction will be with the fiduciaries and not the individual clients. Therefore, the company would prefer the Tax Accountant be located in-office most of the time, to be present for teammates, but the firm does offer some flexibility. Hours are very reasonable (most likely 8-10 hours/day at the most during busy season). NOTE: The firm is able to be somewhat flexible and hire someone in a full-time year-round capacity or in a 75% capacity - meaning, the firm could also accommodate someone if he/she preferred to work full-time during busy season and part-time (20-30 hours/week) in the non-busy season. Benefits include health insurance (co. pays first $285/mo./plan), vision, dental, a 401k safe harbor plan w/up to a 4% match (vested immediately), 10 holidays, 15 days PTO (0-5 years of service), 20 days PTO (5-10 years) and 25 days PTO (10+ years) as well as a discretionary bonus at year-end. The firm would prefer someone be able to be in the office between 8:00 - 8:30 am, though there is some flexibility. Must pass a credit check and criminal background check. The firm offers a very supportive, positive culture where employees are encouraged to voice their opinion to help the organization continue to improve and grow.
 
Responsibilities
  • Prepare individual and trusts & estate tax returns (and perform a self-review of the prepared returns).
  • Analysis of tax situation for new clients, identifying potential issues.
  • Identify and communicate tax planning ideas for clients, including tax research, computations and related documentation.
  • Plan and execute the day-to-day activities of tax engagements for various clients.
  • Develop good working relationships with fiduciaries and teammates.
  • Identify performance improvement opportunities in preparation and review of client assignments.
  • Other job duties as assigned
 
Requirements
  • BS in Accounting or equivalent.
  • CPA (Certified Public Accountant) or EA (Enrolled Agent) is strongly preferred.
  • 4+ years’ public accounting experience with proficiency in tax compliance for individuals and trusts and estates.
  • Excellent analytical, organizational, and project management skills and strong attention to detail.
  • Strong computer skills including proficiency in Microsoft Office Suite. Experience with Drake is helpful but not required.
  • A compassion for helping people in difficult life situations and the desire to make a positive difference in this world.

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