Tax Manager

Tax Senior Manager / Director

• Location: Denver, CO or Colorado Springs, CO
• Salary Range: $145,000–$175,000 annually
• Employment Type: Full-Time
• Work Model: Hybrid
• Relocation: Considered for the right candidate
• Benefits: Medical, Dental, Vision, Life and Disability Insurance, 401(k), PTO, Paid Holidays, and Firmwide Winter Break

JOB DESCRIPTION

We are seeking an experienced Tax Senior Manager / Director to join a growing national public accounting and advisory firm. This role will lead complex tax engagements, provide strategic tax planning and compliance services, develop client relationships, and mentor tax professionals. The ideal candidate brings strong expertise in estate, gift, and trust taxation, including preparation of Forms 706 and 709.

This is an opportunity to take on a leadership role, contribute to the growth of the firm's practice, and pursue a potential path to partnership.

KEY RESPONSIBILITIES

• Prepare and review complex federal and state tax returns for individuals, corporations, partnerships, trusts, and estates.
• Prepare and review estate and gift tax returns, including Forms 706 and 709.
• Provide tax planning and compliance services for high-net-worth individuals and families.
• Analyze estimated tax payments, entity structures, and tax-saving opportunities.
• Research complex tax issues and provide recommendations to clients.
• Build and maintain strong client relationships while delivering high-quality tax advisory services.
• Manage multiple engagements, deadlines, budgets, and billable hour expectations.
• Mentor, develop, and evaluate staff while supporting team growth.
• Stay current on tax laws, regulations, and industry developments.
• Participate in networking, business development, and relationship-building activities.
• Contribute to the growth and development of the firm's Denver-area practice, which opened in 2023.

REQUIRED QUALIFICATIONS

• Strong experience in estate, gift, and trust taxation.
• Hands-on experience preparing Forms 706 and 709.
• Public accounting experience required.
• Active CPA license or eligibility to obtain one.
• Bachelor's degree in Accounting or a related field.
• Strong technical tax knowledge, leadership abilities, and client relationship skills.

PREFERRED QUALIFICATIONS

• 8+ years of public accounting or relevant tax preparation and compliance experience.
• Experience working with high-net-worth individuals and families.
• Experience reviewing complex tax returns and developing tax planning strategies.
• Proven ability to manage client engagements and mentor tax professionals.
• Experience with networking, business development, and practice growth.
• Strong communication, organizational, analytical, and problem-solving skills.

EDUCATION & EXPERIENCE

• Degree: Bachelor's degree in Accounting or a related field.
• Certification: Active CPA license or eligibility to obtain one.
• Experience: 8+ years of public accounting or relevant tax experience preferred.
• Technical Expertise: Estate, gift, and trust taxation, including Forms 706 and 709.

WHAT THE FIRM OFFERS

• Competitive salary: $145,000–$175,000 annually.
• Hybrid work schedule.
• Medical, dental, vision, life, and disability insurance.
• 401(k), paid time off, and paid holidays.
• Firmwide winter break from December 24 through January 1.
• Paid parental leave after one year of employment.
• Mentorship, career development, and CPA exam support.
• Firm events and opportunities to collaborate with experienced professionals.
• Opportunity to help grow a developing practice and pursue a potential path to partnership.

Benefits apply to eligible full-time employees regularly scheduled to work at least 30 hours per week.

HOW TO APPLY

Interested candidates are encouraged to apply with their resume for consideration. Applications are accepted on an ongoing basis until the position is filled.