Tax Manager

A bit about us:

Founded as an established local tax and accounting practice and based in Boulder, we are a client-focused firm serving individuals and small businesses with year-round tax compliance, planning, and advisory support. We work closely with our clients beyond busy season, partnering on monthly accounting coordination, projections, estimates, and strategic tax planning to help them navigate complex tax matters with clarity and confidence.

Why join us?

• Competitive Compensation: $80,000 - $120,000 base salary DOE
• Comprehensive Benefits: Medical, Dental, Vision Insurance
• 401(k)
• Paid Time Off
• Flexible Schedule
• Client-Facing Ownership: Lead tax relationships from planning through filed return
• Broad Exposure: Work across compliance, projections, estimates, planning, and review
• Leadership Opportunity: Drive process improvements and help develop staff
• Stable In-Office Team Environment in Boulder

Job Details

Key Responsibilities and Duties:

• Serve as the primary tax contact for assigned monthly accounting clients and provide proactive year-round tax support
• Coordinate with accounting/bookkeeping teams to ensure monthly financials support accurate tax reporting and planning
• Manage engagement timelines, deliverables, and client communication for assigned accounts
• Prepare and/or review federal, state, and local income tax returns for individuals, businesses, and trust/estate clients as applicable
• Ensure timely and accurate filings, extensions, elections, workpapers, and documentation standards
• Resolve tax notices, correspondence, and related issues while advising clients on next steps
• Prepare tax projections and scenario analyses and explain expected tax outcomes to clients
• Calculate and communicate quarterly estimates and annual extension payments
• Lead tax planning efforts including entity structuring, compensation planning, deductions/credits, multi-state tax issues, and year-end strategies
• Review returns prepared by other team members for technical accuracy, completeness, and risk
• Provide review notes, technical guidance, and support consistent quality standards across the firm
• Drive process improvements and help develop junior staff

You should have most of the following:

• Bachelor's degree in Accounting, Finance, or related field
• CPA license preferred or EA preferred
• Minimum 6+ years of progressive tax experience in public accounting or a client-service tax environment
• Experience managing multiple client relationships and deadlines simultaneously
• Strong background in tax compliance, tax planning, projections, estimates, and tax return review
• Experience preparing and reviewing federal, state, and local income tax returns for individuals, businesses, and trust/estate clients
• Strong technical tax research skills and ability to document judgment calls clearly
• Proven ability to communicate tax concepts to non-tax clients in a clear, practical way
• Experience mentoring staff and providing technical review guidance
• Comfortable working with accounting teams and coordinating monthly financial data for tax planning and reporting
• Ability to commute to Boulder, CO for an in-person role

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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