Tax Manager

Tallero is pleased to be partnering with a boutique, partner-led CPA firm in the Denver Tech Center area of Colorado. With two partners at the helm, the firm offers a close-knit team environment and direct access to firm leadership. They are looking to add a Tax Manager to oversee the tax practice day to day, review complex returns, advise clients on planning, and develop and mentor staff as the firm continues to grow.

Tax Compliance & Review

• Review federal and multi-state tax returns for individuals, partnerships, S corporations, C corporations, trusts and estates.

• Manage the tax calendar, including extensions, estimated payments and filing deadlines, to ensure timely and accurate delivery.

• Review tax workpapers and provide clear, constructive feedback to preparers.

• Research tax issues and apply current federal, Colorado and multi-state tax law changes.

Planning & Client Service

• Develop tax planning strategies for business owners and high-net-worth individuals, including entity structuring and quarterly and year-end projections.

• Serve as a primary point of contact for a portfolio of clients and communicate complex tax matters clearly.

• Respond to and represent clients in federal and state tax notices and inquiries.

Practice Leadership

• Work directly with the partners on engagement scoping, pricing, workflow and capacity planning.

• Train, mentor and supervise tax seniors and staff.

• Contribute to process improvements and the continued growth of the tax practice.

Requirements

• Bachelor's degree in Accounting or a related field required; Master's in Taxation a plus.

• CPA license preferred

• 5+ years of tax experience in public accounting, including prior return review responsibilities.

• Strong working knowledge of individual (Form 1040) and pass-through entity (Forms 1065 and 1120-S) taxation, with exposure to C corporation, trust and estate returns.

• Experience with multi-state tax issues and tax planning for closely held businesses and high-net-worth clients.

• Proficiency with tax preparation and research software and Microsoft Office.

• Excellent written and verbal communication skills.

• Strong organization and time management skills, with the ability to manage multiple deadlines.

• Prior experience supervising or mentoring staff preferred.