Senior Tax Manager (Shareholder Opportunity w/in Few Years)
Boulder, CO (Mostly In Office / Full-Time Role)
Public Accounting
Salary: $100,000 - $140,000 + Bonus + Full Benefits 
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8+ Years’ Public Accounting. Exp. 
Must have strong communication, client service, tax research and planning skills 
Good benefits, work/life balance and office environment! 
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Company Information
Navigator Recruiting client has been a well-established CPA firm in Boulder for 35 years - having been nominated as one of the best CPA firms to work for or do business with in Boulder on a regular basis and having a healthy stream of word-of-mouth/referred clients on a continual basis - is in succession planning and would like to hire a key leader with a path to becoming a Shareholder within a few years. This woman-owned firm has a very quiet, peaceful office and a supportive culture dedicated to the well-being of the team. The firm provides tax planning and preparation, bookkeeping and payroll, and advisory services to small business and individuals and is seeking a full-time Senior Tax Manager to be responsible for complex tax planning, preparation and review (preparation and review work may be split 50/50) and who is also interested in pursuing shareholder opportunities. Specifically, the firm is seeking someone with a great personality who excels at client service and can independently manage a substantial client list with various business and individual returns. The firm has low turnover and a strong group of core employees who’ve been with the firm for a long time and people work well together as a team. This is primarily an in-office position, though the firm does allow employees to work from home. The firm would like for the chosen individual to work in-office at least 3 days/week (and from home up to 2 days/week) during the non-busy season and in the office at least 4 days/week (and home up to 1 day/week) duing busy season. The firm is open to hiring someone with a specific specialization.
Benefits include: 

• Performance reviews and bonuses: summer appreciation reviews with Shareholders and firm-wide bonuses, annual raise and bonus to recognize performance. (Bonuses, which are typically awarded after busy season and at year-end, could account for up to 10% of your base salary.)
• 100% paid employee premiums for major medical, dental, life and AD&D, vision, and STD/LTD (spouse and depdendents at cost).
• 401k: Safe Harbor match for retirement plan, personal financial planning services available.
• PTO: sick leave, bereavement leave, and vacation in addition to comp time and generous holidays, and half-day paid Friday’s in the summer.
• Career development: firm pays for all professional licensing and membership fees, dues, and CPE and encourages further professional training and growth.
• Work/life balance: flexible scheduling, hybrid remote/office work, 1400 average charge hours per year, comp time for tax season hours, ~200 hours of office closings/holidays per year, free tickets to sports and concerts, reimbursements for participation in cultural events or contributions to non-profits.
• Positive culture: respectful and friendly atmosphere, open door policies for communication, participation in policy-making is encouraged, safe environment where gossip and politics are discouraged and rules are fairly administered, no micro-managing.
• Quality work environment: newly renovated office space with break room/bar/kitchen and spacious private offices with natural light and views of the Flatirons, upscale coffee options in office, free meals and snacks at tax season and other occasions.
• Leadership: Executive Committee focused on innovation and embracing new ways of doing business and serving clients; Coaching and semi-weekly Roundtables for professional support.
• Rewarding work: work independently with your own clients one-on-one, develop long-term relationships, make a difference and grow with them through the changes life brings.
• Ownership potential: Path to Shareholder is available and encouraged for a star performer in this role.
• Cell phone reimbursement.
• Massages: last but not least, this firm provides free in-house massages at your convenience 17 times per year. 

Responsibilities

• Professional management of compliance, planning and consulting for multiple clients
• Review and interpretation of financial records to determine any adjustments needed to prepare tax returns and compliance filing requirements
• Direct and timely and communication with clients to obtain additional information regarding their tax planning and compliance issues
• Successful research of tax laws and compliance on complicated issues relative to tax planning for our clients
• Preparation and review of tax returns in a timely and efficient manner
• Supervision, development and mentoring of fellow staff to assist with client needs and professional growth
• Promotion of the firm through occasional business-building activities

 
Requirements

• High levels of intelligence, integrity, honesty, motivation, and aptitude for the public accounting profession
• CPA license is required
• UltraTax and QuickBooks experience is helpful
• 8 – 10 years of experience and demonstrated ability in the preparation and review  of  income tax returns  for individuals, fiduciary, non-profit organizations  and small businesses
• Ability to acquire, develop, and retain clients
• Resourcefulness and willingness to learn

• Proficiency in Microsoft Office software
• Strong organizational skills, high attention to detail, ability to prioritize tasks and handle multiple projects
• Ability to exercise good judgment, be a team player and be proactive
• Strong verbal and written communication and interpersonal skills with a passion for service
• Ability to meet deadlines and handle stressful situations professionally and effectively
• Ability to adhere to security procedures in handling confidential and sensitive information at all times
• Ability to work extended hours, including evenings and weekends, during tax season and during other deadline periods as needed
• Ability to develop and coordinate plans for work completion
• Ability to manage and communicate effectively with fellow  staff members
• Apply and provide feedback to improve performance for yourself and others
• Adaptability to change in the work environment, manage competing demands, deal with unexpected assignments or events
• Exercise good judgment by recognizing when assistance is needed and make timely decisions supported by sound reasoning