Tax Preparer CPA Required
$80k - $90kCuri Capital
A national registered investment advisory firm in Denver seeks a Tax Associate to prepare tax returns and assist with compliance for high-net-worth clients. The ideal candidate will have a degree in Accounting or Finance, with CPA certification preferred. Responsibilities include managing tax information, researching tax issues, and collaborating with other teams. This role offers a salary range of $80,000 to $90,000, with benefits including health coverage and flexible time off.
#J-18808-Ljbffr Curi Capital
- Your Opportunity Schwab’s Wealth Advisory Services (WAS) organization delivers industry‑leading wealth management experiences, through solutions like Schwab Wealth Advisory (SWA) and Schwab Advisor Network (SAN), along with a team of dedicated wealth services specialists...SuggestedWork experience placement
- ...transform the finance industry together. Schwab Wealth Advisory is a fee based, non-discretionary investment... ...solution built on trust, personalized service, and Schwab’s disciplined approach to investing. As an Associate Wealth Advisor , you’ll support 2-4 Wealth Advisors...SuggestedWork at office
- ...relationships and delivering personalized service tailored to each client’s needs. The firm... ...efficient, high‑quality accounting and advisory services. Team members join a culture that... ...responding to client inquiries, assisting with tax and compliance‑related documentation, and...SuggestedFull time
$125k
Denver Wealth Management, Inc. is seeking a Tax Lead (CPA/EA) to join their team in Denver, Colorado. In this role, you will be responsible for tax preparation... ...collaborate closely with financial planners to enhance service offerings. The position offers competitive salary up to...Suggested- ...challenge the status quo and help clients achieve what matters most. Schwab Wealth Advisory is a fee‑based, non‑discretionary investment advisory solution built on trust, personalized service, and a fiduciary commitment to our clients. As a Wealth Advisor , you’ll manage...SuggestedWork at office
- Beacon Pointe in Denver, CO, is seeking a qualified Associate Wealth Advisor to assist with client advisory, investment management, and administration. This... ...supporting Senior Wealth Advisors and providing exceptional service to high-net-worth individuals. The ideal candidate...
$75k - $95k
Reliance Integrated Wealth Partners in Denver, Colorado, is seeking a Wealth Management Associate to enhance our financial planning services. This full-time on-site position focuses on supporting client relationships, administrative tasks, and operational workflows alongside...Full time- ...clients achieve what matters most. Schwab Wealth Advisory is a fee‑based, non‑discretionary... ...advisory solution built on trust, personalized service, and a fiduciary commitment to our... ...scenarios (e.g., concentrated positions, tax‑aware strategies, multi‑goal planning),...Work at office
- ...management consulting industry. Providing the services of a large firm with a blended... ...Managers develop and train staff and make associations to develop new business for the Firm.... ...to budgets for assigned Assurance and Advisory engagements; responsible for investigating...Work at officeLocal areaWork from homeNight shift
$80k - $90k
...national registered investment advisory firm (RIA) based in Chicago... ...Curiosity, Teamwork, Inclusion, and Service Commitment—are at the core of... .... About the Role As a Tax Associate, you’ll step into a key role... ...experienced Tax Strategists and our Wealth Management team, giving you...Temporary workWork experience placementWork at officeLocal areaFlexible hours- ...management consulting industry. Providing the services of a large firm with a blended... ...Managers develop and train staff and make associations to develop new business for the Firm.... ...to budgets for assigned Assurance and Advisory engagements; responsible for investigating...Work at officeLocal areaWork from homeNight shift
$80k - $100k
LCG Advisors is a leading advisory firm specializing in loan and investment due diligence... ...risk mitigation, and other select advisory services. Founded in 2003, LCG has developed a... .... LCG Advisors is looking for a Senior Associate in our Transaction Advisory Services...Work experience placementH1bWork at office- ...The KPMG Advisory practice is at the forefront of transformation,... ...number one priority. With a wealth of learning and career development... ...currently seeking a Senior Associate in Financial Due Diligence for... ..., and accounting advisory services including IPO assistance, carve...Full timeH1bLocal area
- At The Ricks Group, our Tax Managers serve as trusted advisors to clients and leaders within the firm. This role is designed for... ...delivering high-quality tax compliance, planning, and strategic advisory services. The Tax Manager partners closely with business owners,...
$75k - $100k
A leading CPA firm in Denver, CO seeks an experienced Tax Senior Associate to oversee tax compliance and client relationships for high-net-worth... ...in tax laws, and a focus on delivering exceptional client service. Salary range is $75,000 to $100,000. #J-18808-Ljbffr...$150k - $165k
Goodspeed|Merrill is looking for a mid-level tax associate specializing in wealth transfer to support estate planning for ultra-high-net-worth individuals. The ideal candidate will have a Juris Doctor (JD) and preferably an LLM in Taxation along with 4-8 years of relevant...Remote job$150k - $165k
..., we are looking for exceptional team members who want to be part of our success. Goodspeed Merrill is seeking a mid‑level tax associate (Wealth Transfer) to support sophisticated wealth transfer and estate planning strategies for ultra‑high‑net‑worth individuals and multigenerational...Temporary workWork at officeRemote work$104.5k - $115.5k
A leading financial advisory firm in Denver is seeking a Tax Manager for Core Tax Services, responsible for advising clients on minimizing tax burdens while ensuring... ...You will manage client relationships, supervise associates, and ensure timely tax processes. The role...$112k - $150k
Tax Manager, Core Tax Services - Corporate/ASC 740 Job Description Job Summary: The... ...delegation to seniors and associates Develops an in-depth... ...provide assurance, tax and advisory services for a diverse range... ...the chance to grow their wealth over time as their shares...Work at officeLocal area$60k - $70k
...national registered investment advisory firm (RIA) based in Chicago with... ...Curiosity, Teamwork, Inclusion, and Service Commitment—are at the core of... ...communication skills to join our Wealth Management team as a Wealth Management Associate in our Denver, Colorado office....Temporary workWork experience placementWork at officeFlexible hours3 days per week$75k - $95k
...Reliance Integrated Wealth Partners is an independent wealth management... ...while maintaining the personalized service and flexibility of an independent advisory firm. As our firm continues to grow... ...are seeking a Wealth Management Associate to become a key member of our...Full time$80k - $92k
Position Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our... ..., risk management, tax, estate, and investment planning... ...highest level of client service Complete client billing reviews... ...ensure compliance for the advisory team Engage in advisory...- ...Lone Tree, Colorado is looking for an Associate Wealth Advisor to support Wealth Advisors by managing... ...delivering tailored financial planning services. This role is fundamental for driving... ...confidence and ensuring effective advisory support. The ideal candidate should have...
$91.4k - $186.9k
...history, delivering excellent service through innovation has been a... ...of our DNA across our audit, tax, and consulting groups. That’... ...geographic differential associated with the location at which the... ...reach their goals with tax, advisory, risk and performance services...Full timeSeasonal workLocal areaWorldwideHome office$80k - $95k
Job Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our... ...retirement, risk management, tax, estate, and investment... ...members to ensure high‑quality service Complete client billing... ...ensure compliance for the advisory team Engage in advisory team...Local area$70k - $95k
...Tax Associate (Denver, CO) Denver (HQ) Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors... ...environment. The Tax Team collaborates with our wealth management teams to provide tax compliance services to our high-net-worth clients. The Tax Team comprises...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours- Proven Recruiting in Denver is seeking a Tax Associate to support a diverse client base with complex individual and business tax needs. You will prepare tax returns and assist with estimates while collaborating with internal teams. The ideal candidate holds a Bachelor’s...
$69.83k - $145.02k
...The KPMG Advisory practice is at the forefront of transformation,... ...number one priority. With a wealth of learning and career development... ...KPMG is currently seeking a Associate, Infrastructure Project... ...management or construction advisory services with increasing roles and...Contract workH1bLocal area$70k - $95k
Job Summary The Tax Team at Mercer Advisors prides itself on a collaborative... ...Tax Team collaborates with our wealth management teams to provide tax compliance services to our high-net-worth clients.... ...member of the Tax Team, the Tax Associate is primarily responsible for the...Temporary workWork at officeLocal areaHome officeMonday to Friday$81.13k
...dynamic team at one of the world's top tax firms. Enjoy a collaborative, future... ...is currently seeking a Tax Senior Associate to join our Business Tax Services practice. Responsibilities: Provide tax compliance and advisory services to pass-through entities...Local area
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