Tax CPA — Private Client Tax & Planning
About The Position
Solid Rock Recruiting is partnering with an established Denver-area tax practice to hire an active CPA for a private-client tax and planning role. The position offers an existing client base and the opportunity to work with wealth-management professionals on year-round tax preparation and planning for individuals, families, and closely held businesses. The work includes hands-on preparation and independent responsibility for quality, while building lasting client relationships. The CPA will own client work from information gathering through preparation and filing, meet directly with clients to explain tax matters, develop projections and proactive recommendations, coordinate with financial advisors and other professionals, address tax notices, and help improve processes as the practice grows. The position is based in Lone Tree, Colorado. It is primarily office-based during busy season, with hybrid arrangements negotiable based on client needs and performance and potentially greater flexibility outside busy season. Busy season may include evenings and Saturdays.
Requirements
- Active CPA license in good standing and ability to practice in Colorado.
- At least five years of relevant tax experience.
- Strong individual and closely held business tax preparation skills.
- Confidence delivering accurate work independently.
- Ability to lead productive client conversations and manage deadlines.
- Willingness to commute to Lone Tree and work primarily in the office during busy season.
- Bachelor’s degree in accounting, finance, or a related field.
- Active PTIN or ability to obtain one promptly.
Nice To Haves
- Drake experience.
- Trust and estate experience.
- Wealth-management experience.
Responsibilities
- Prepare individual and business tax returns, including complex and multistate filings.
- Manage client work from gathering information through preparation and filing.
- Meet directly with clients and explain tax matters in clear, practical terms.
- Develop tax projections and proactive tax-planning recommendations.
- Coordinate with financial advisors and other professionals on clients’ broader financial goals.
- Address tax notices.
- Help improve processes as the practice grows.
- Take independent responsibility for the quality of hands-on tax preparation.
Benefits
- Revenue-based incentives and client-referral bonuses.
- Health, dental, and vision insurance.
- Paid time off.
- 401(k) with a 3% match.
- CPE and professional-development support.
- Private office, underground parking, and convenient light-rail access.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
