Tax Associate (Hybrid, UltraTax, Growth Oppty.

Navigator Recruiting•Denver, CO

23d•$75,000 - $90,000•Hybrid

About The Position

Navigator Recruiting client is a fast-growing 100-employee financial services company with $1B AUM and multiple entities and offices in several states. Established in 1980, the firm has long-valued educating clients in ways to preserve and build their wealth. The company itself has grown by 37% over the last three years and plans to continue growing. The firm is seeking to hire a Tax Associate, to join the tax team in DTC and help the growing tax business. This in-office or hybrid full-time year-round Tax Accountant role involves preparing accurate tax returns for individuals (mainly) and small businesses (1120S, 1065) and provides a critical role in helping clients achieve financial success and compliance. You'd be a part of a team of 8, including the Tax Director, Tax Manager, and 4 other Tax Associates. There is a strong opportunity for advancement to Tax Manager for the right individual. The full benefits package includes 100% employer-paid health, dental, and vision insurance, 3 weeks' paid time off (PTO), 10 company holidays, 401(k) plan with a generous 3% employer match, AD&D, life insurance, LTD, STD, HSA, Flexible Savings Account, commuter/transit costs, employee assistance and pet insurance/wellness and ongoing professional development, certification and licensing support and continuing education opportunities. This is a full-time, in-office or hybrid position based in the Denver Tech Center (DTC) office. Hours are typically Monday - Friday from 8:00 am - 5:00 pm with some overtime possible at busier times.

Requirements

Bachelor's Degree in Accounting, Finance, or a related field.
Minimum of 1-2 years of experience in tax preparation.
Strong knowledge of federal, state, and local tax laws and regulations.
Proficiency in UltraTax tax preparation software and Microsoft Office Suite.
Excellent attention to detail and organizational skills.
Strong analytical and problem-solving abilities.
Superior communication skills, both verbal and written.
Ability to work independently and manage multiple priorities.

Responsibilities

Tax Preparation: Prepare individual and small business tax returns accurately and efficiently.
Review financial records, such as income statements and documentation of expenditures, to determine forms needed to prepare tax returns.
Ensure compliance with federal, state, and local tax regulations.
Customer Service: Provide outstanding customer service by addressing client concerns and questions in a timely manner.
Conduct client interviews to gather information about their tax situation.
Explain tax return outcomes and provide tax planning advice.
Compliance and Accuracy: Stay updated on current tax laws and regulations through ongoing education and training.
Ensure all returns are prepared in compliance with relevant laws and regulations.
Verify the accuracy of data entered into tax software.
Documentation and Recordkeeping: Maintain organized and accurate records of all client interactions and tax returns.
Ensure all required documents are filed correctly and securely.
Keep up to date with client files and follow up on missing information.
Training and Development: Participate in training sessions and continuing education to maintain professional credentials.
Stay informed about changes in tax laws and software updates.
Collaboration: Work closely with other tax professionals and office staff to ensure a seamless workflow.
Assist in mentoring and training junior staff members as needed.
Assist in marketing execution

Benefits

100% employer-paid health, dental, and vision insurance
3 weeks' paid time off (PTO)
10 company holidays
401(k) plan with a generous 3% employer match
AD&D
life insurance
LTD
STD
HSA
Flexible Savings Account
commuter/transit costs
employee assistance and pet insurance/wellness and ongoing professional development, certification and licensing support and continuing education opportunities