Key Responsibilities
Tax Compliance & Planning
Prepare and manage federal and state tax returns diverse client base.
Provide tax planning services to high-net-worth individuals.
Identify tax planning opportunities and communicate recommendations to clients.
Research complex tax issues and develop practical, technically sound solutions.
Manage multiple client engagements and ensure timely completion of client deliverables.
Monitor tax deadlines and proactively address issues that could affect client service.
Stay current with applicable federal and state tax developments.
Client Management
Serve as a primary point of contact for assigned clients.
Develop and maintain strong, long-term client relationships.
Conduct client meetings and clearly communicate tax issues, planning opportunities, and recommendations.
Respond promptly and professionally to client questions and requests.
Take ownership of client engagements from planning through completion.
Develop a thorough understanding of each client's business, financial circumstances, and tax objectives.
Billing, Collections & Business Development
Manage client billing and collections.
Monitor engagement profitability and assist with managing client relationships.
Participate in market development and business development activities.
Identify opportunities to expand services to existing clients.
Assist in developing new client relationships and expanding the firm's client base.
Represent the firm professionally within the business and professional community.
Develop relationships that contribute to the long-term growth of the firm.
Firm Operations & Leadership
Assist with the day-to-day operations of firm.
Help improve firm processes, workflow, technology utilization, and overall efficiency.
Assist with staff coordination and workflow management.
Contribute to the development and implementation of firm policies and procedures.
Take an active role in maintaining a professional, collaborative, and client-focused firm environment.
Work closely with firm leadership on operational and strategic initiatives.
Required Qualifications
3–5 years of professional tax experience with a small or medium-sized CPA firm required.
BS or MS degree in accounting or taxation or JD/LLM (Taxation),
CPA or Enrolled Agent (EA) required.
Strong tax compliance and tax planning experience.
Experience working with high-net-worth individuals and closely held businesses.
Experience preparing/reviewing:
S corporations
Trusts
Gift tax returns
Estate tax returns
Strong knowledge of federal and state taxation.
Excellent written and verbal communication skills.
Strong organizational and time-management skills.
Ability to manage multiple client engagements and competing deadlines.
Strong attention to detail and commitment to quality.
Ability to work independently with minimal supervision.
Professional judgment and the ability to communicate effectively with clients and colleagues.
Technology Experience
Experience with the following is preferred:
Lacerte Tax Software
QuickBooks / QuickBooks Online
SmartVault
Microsoft Office, particularly Excel and Outlook
Pay: $90,000.00 - $115,000.00 per year
Benefits
401(k)
Continuing education credits
Flexible schedule
Paid training
Work from home
Work Location: Hybrid remote in Greenwood Vlg, CO 80111