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Tax Manager
Tax Manager (100% Remote)
High-Net-Worth Individual Tax Returns
Growing CPA Firm (w/Family Office & Trust Co.)
Denver, CO - based firm
Salary: $100K - $120K + Excellent Benefits
Navigator Recruiting client is a fast-growing small CPA firm with family office and trust company components. The firm is seeking a full-time Tax Manager to oversee all client tax preparation (mostly individual tax returns), planning and advisory services. The chosen professional should be a highly collaborative, communicative, forward-thinking individual who will work directly with and for the Director (who is a CPA, JD, LLM). As the only tax professional in this organization, the chosen person will be in an individual contributor / non-management role. This is a remote role though it may involve a few trips/in-office meetings per year. (You may need to meet with the Managing Director who lives in the Denver, CO area and attend an annual company event in Colorado.) If the chosen candidate lives in Colorado, there may be a few additional face-to-face meetings with clients per year. Busy season (typically around the 9/15 and 10/15 deadlines) could be 50-60 hours/week, otherwise the role generally doesn't require a lot of overtime. The company offers an excellent benefit package including an annual bonus (~10%), health, dental, vision and life insurance, a 401k, unlimited PTO and flexibility to get your job done throughout the day or evening. There is no billable hours goal in this role.
Responsibilities:
• Prepare mainly complex 1040 tax returns (with up to 100 K-1s per return), 1041 tax returns mainly for high-net-worth individuals; will also prepare a handful of 1120-S and 1065 returns.
• Assemble the workpapers in a clear, organized, and functional manner with appropriate notations.
• Conduct comprehensive client meetings to review and discuss completed tax returns in depth by explaining key findings, exploring tax strategies, and identifying tax planning opportunities.
• Create in-depth tax projections
• Coordinate with the outside CPA for some clients
• Special projects as needed.
Requirements:
• Bachelor’s Degree is required; Advanced Education helpful
• Minimum of 5 full years of tax season experience required
• CPA (Certified Public Accountant) strrongly preferred or EA (Enrolled Agent)
• Prior client-facing experience is helpful
• Ability to communicate complex information clearly with excellent communication and presentation skills
• Prior expeirence with Trust, Gift & Estate tax returns is helpful but not required
• Highly organizational
• Analytical
High-Net-Worth Individual Tax Returns
Growing CPA Firm (w/Family Office & Trust Co.)
Denver, CO - based firm
Salary: $100K - $120K + Excellent Benefits
Navigator Recruiting client is a fast-growing small CPA firm with family office and trust company components. The firm is seeking a full-time Tax Manager to oversee all client tax preparation (mostly individual tax returns), planning and advisory services. The chosen professional should be a highly collaborative, communicative, forward-thinking individual who will work directly with and for the Director (who is a CPA, JD, LLM). As the only tax professional in this organization, the chosen person will be in an individual contributor / non-management role. This is a remote role though it may involve a few trips/in-office meetings per year. (You may need to meet with the Managing Director who lives in the Denver, CO area and attend an annual company event in Colorado.) If the chosen candidate lives in Colorado, there may be a few additional face-to-face meetings with clients per year. Busy season (typically around the 9/15 and 10/15 deadlines) could be 50-60 hours/week, otherwise the role generally doesn't require a lot of overtime. The company offers an excellent benefit package including an annual bonus (~10%), health, dental, vision and life insurance, a 401k, unlimited PTO and flexibility to get your job done throughout the day or evening. There is no billable hours goal in this role.
Responsibilities:
• Prepare mainly complex 1040 tax returns (with up to 100 K-1s per return), 1041 tax returns mainly for high-net-worth individuals; will also prepare a handful of 1120-S and 1065 returns.
• Assemble the workpapers in a clear, organized, and functional manner with appropriate notations.
• Conduct comprehensive client meetings to review and discuss completed tax returns in depth by explaining key findings, exploring tax strategies, and identifying tax planning opportunities.
• Create in-depth tax projections
• Coordinate with the outside CPA for some clients
• Special projects as needed.
Requirements:
• Bachelor’s Degree is required; Advanced Education helpful
• Minimum of 5 full years of tax season experience required
• CPA (Certified Public Accountant) strrongly preferred or EA (Enrolled Agent)
• Prior client-facing experience is helpful
• Ability to communicate complex information clearly with excellent communication and presentation skills
• Prior expeirence with Trust, Gift & Estate tax returns is helpful but not required
• Highly organizational
• Analytical