Tax Associate

Description:

 

Founded in 1991, Dodds Wealth is a privately owned, fiduciary Registered Investment Advisor based in Denver. For more than three decades, we have built our reputation on preparation, process, and long-term client relationships, delivering exceptional personalized service through a disciplined, team-based approach. 

Dodds Tax, the tax services division of Dodds Wealth, integrates tax preparation and planning directly into clients’ comprehensive financial lives. Our tax professionals work alongside financial advisors to provide coordinated, proactive service to a select group of high-net-worth clients. 

Position Summary  

The Tax Associate is responsible for preparing individual income tax returns and supporting tax planning initiatives for high-net-worth clients. This role works closely with tax professionals and financial advisors in a collaborative wealth management environment and requires strong technical accuracy, organization, and client service skills. The ideal candidate has 3-5 years of experience. 

Key Responsibilities  

Tax Planning, Preparation & Compliance 

• Prepare individual federal and state income tax returns with accuracy and timeliness, including some business (S-corp, partnership) and trust/estate returns 
• Assist with IRS and state tax notice responses, CP2000s, and other compliance correspondence under the guidance of the Director of Tax Planning 
• Collaborate with the Director of Tax Planning to gather client documentation and information needed for return preparation 

Client Service & Collaboration 

• Coordinate with wealth management advisors to support client tax planning needs, including estimated tax calculations, Roth conversion analysis, and year-end planning 
• Guide clients through estimated tax payment setup, balance due resolution, and payment plan options 
• Deliver prompt, professional service that meets the high expectations of a wealth management clientele 
• Manage and maintain the tax client database, ensuring records are complete and current throughout the year 

Requirements:

 

Qualifications & Skills  

• Bachelor’s degree in Accounting, Finance, or related field, preferred
• 3–5 years of tax preparation experience with a primary focus on individual returns (Form 1040 and related schedules); required 
• Interest in pursuing or current EA designation, preferred 
• Proficiency with a large-scale tax software (Lacerte, Drake or Ultratax), required
• Experience with business returns (1120-S, 1065) and/or trust returns (1041) is a plus 
• Strong client communication skills, written and verbal 
• Experience managing client records and workflow in a CRM or tax practice management system 
• Effective cross-team collaboration 
• Deadline-driven with strong organizational and time management skills 
• High degree of accuracy and professional judgment in handling sensitive client information 

Work Arrangement   

This is a full-time, hybrid position based in our Denver office. Hybrid flexibility available after onboarding. Tax season hours (February through April) require extended availability and deadline focus. 

Compensation & Benefits   

• Salary disclosure: annual salary of $60,000 -$90,000 . Final offer amount is determined by factors including years and depth of candidate’s experience, certifications and skill set alignment to the job requirements. 
• 100% coverage of employee’s medical, dental and vision insurance
• Life, accident & disability insurance
• 401K plan with 3% annual employer contribution eligible after 90 days
• 16 days Paid Time Off and Sick Time
• 9 or more paid holidays each year
• Flexible spending account
• Parental leave 
• Enjoy a thoughtfully designed workplace with premium onsite amenities, including coffee and snacks, complimentary dry cleaning, paid parking, a fitness center, golf simulator, and a modern office environment. 

Dodds Wealth is a fiduciary-focused wealth management firm committed to complying with all applicable federal and state laws and regulatory requirements. Certain positions may require securities registration, background checks, and ongoing licensing or continuing education. Dodds Wealth is an Equal Opportunity Employer and makes all employment decisions based on qualifications, merit, and business needs, without regard to any characteristic protected by applicable law.  

Compensation details: 60000-90000 Yearly Salary

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