Tax Manager / Senior

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