Compliance Analyst

Job Description

Tax Specialist

Private Funds, Corporate Tax & Client Tax Practice | Englewood, Colorado

Location: Englewood, Colorado

Job Type: Full-Time

Employer: Parsonex Enterprises, Inc.

Reports To: Director of Finance & Accounting

Compensation: $80,000 – $100,000 annually, commensurate with experience and qualifications

Overview

Parsonex Enterprises is seeking a resourceful, detail-oriented Tax Specialist to own tax work across our family of affiliated entities, private funds, and our growing individual and business client tax practice. This is a hands-on role for a tax professional who wants variety, real ownership, and the opportunity to deepen their expertise in partnership taxation and advanced planning strategies at a fast-growing, multi-entity financial services firm.

Reporting to the Director of Finance & Accounting, this role handles tax compliance, tax return preparation, and planning for Parsonex Enterprises and its affiliates; prepares returns for a range of private funds; serves individual, business, estate, and trust clients; and partners with our RIA and Wealth Management team on client tax planning. The role also works alongside our Technology team to build proprietary, AI-enabled tax systems that make the work more efficient and scalable.

Primary Functions

Private fund & partnership tax

•       Prepare and file federal and state partnership returns and investor K-1s for a range of private funds, including Qualified Opportunity Zone Funds with diverse holdings, Special Situations Funds with unique investment strategies, and private funds holding public securities.

•       Track partner capital accounts, allocations, and basis, and support fund-level tax planning and year-end reporting.

Corporate tax

•       Manage tax preparation, planning, and compliance for Parsonex Enterprises and its affiliates, including federal, state, and local filings.

•       Research and implement tax strategies that improve tax efficiency and maintain regulatory compliance.

•       Monitor changes in tax law and regulation and assess their impact on the firm, its funds, and its clients.

Client tax practice

•       Own a growing book of individual, business, estate, and trust clients, preparing and reviewing Forms 1040, 1065, 1120-S, 1041, and 709.

•       Manage client relationships from start to finish: initial consultations, engagement letters, onboarding, document collection, and clear, timely communication.

•       Collaborate with the RIA and Wealth Management team on tax planning for high-net-worth clients, including the tax consequences of investment, private equity, and estate planning decisions.

Practice management

•       Maintain the filing calendar and deadlines for every client and entity, including extensions and client document due dates.

•       Follow and improve documented workflows and checklists, and ensure signed engagement letters are in place before work begins.

•       Provide regular, proactive status updates and flag any risk to a deadline early.

Systems development & integration

•       Partner with the Technology team to design and refine proprietary AI/ML systems for tax processes.

•       Contribute to scalable, efficient tax workflows and documentation that support the organization’s growth.

Finance team collaboration

•       Support broader accounting initiatives, including annual 1099 filings, audit preparation, account reconciliation, and GAAP-based financial reporting.

•       Serve as a knowledgeable internal resource for tax-related questions and strategic planning across the company.

Qualifications

•       Bachelor’s degree in Accounting, Finance, or a related field.

•       Active CPA license required, or a CPA candidate expected to be licensed within 12 months.

•      3–7 years of experience in tax compliance and tax return preparation, including private fund tax, partnership taxation, corporate tax, or individual and trust returns; public accounting experience is a plus.

•       Working knowledge of partnership tax (Subchapter K), including capital accounts, allocations, and K-1 reporting.

•       Solid accounting fundamentals, including GAAP and account reconciliation.

•       Experience with professional tax software and cloud accounting platforms; CCH & QuickBooks Online experience is a plus.

•       Interest in leveraging technology and contributing to process improvement.

Skills & Attributes

•       Strong analytical and research skills with a resourceful, problem-solving mindset.

•       Exceptional attention to detail and the organization to manage multiple entities, deadlines, and extensions at once.

•       A strong work ethic and a desire to take ownership of work from start to finish.

•       Clear communication skills, with the ability to explain tax concepts to colleagues, advisors, and clients.

•       Confidence managing client relationships and expectations directly.

•       Commitment to confidentiality and integrity in handling sensitive financial information.

•       A collaborative team player who thrives on variety and challenge in a fast-paced environment.

We Offer

•       Diverse, high-impact tax work spanning private funds, corporate tax, and a growing client tax practice.

•       The opportunity to help build cutting-edge proprietary AI/ML tax systems.

•       Comprehensive benefits package, including health insurance and 401(k).

•       Professional development and a clear path for career advancement.

•       A dynamic, supportive, and collaborative work environment.

Join Parsonex Enterprises, Inc. and take ownership of a tax function central to our firm’s growth. If you are a tax professional ready for variety, challenge, and real responsibility, we want to hear from you.