Tax Manager - LIttleton, CO

Advisor Talent Solutions•Littleton, CO

11h

About The Position

The Tax Manager joins a growing wealth management practice focused on proactive tax planning, personalized client service, and long-term client relationships. The role applies tax expertise within a collaborative financial planning environment, helping individuals and families navigate complex tax situations, identify planning opportunities, and make informed financial decisions. The Tax Manager builds trusted client relationships, collaborates with wealth management professionals, and contributes to a comprehensive approach to clients’ financial well-being. The role oversees individual and business tax return preparation and review, develops tax planning strategies, analyzes complex situations, researches federal and state regulations, and manages tax engagements and deadlines. It also identifies tax-efficiency opportunities across investments, retirement, charitable giving, estate planning, and major life transitions; improves workflows and service delivery; supports and mentors tax staff as applicable; and safeguards confidential client information.

Requirements

Active Certified Public Accountant (CPA) or Enrolled Agent (EA) credential.
Approximately 3 or more years of relevant tax experience, including tax preparation, review, compliance, or tax planning.
Strong knowledge of federal and state individual income tax regulations.
Ability to analyze tax returns, identify planning opportunities, and clearly explain tax implications.
Strong client relationship management and communication skills.
Excellent organizational skills, attention to detail, and ability to manage multiple engagements and deadlines.
Proficiency with professional tax preparation software and Microsoft Office applications.
Commitment to confidentiality, ethical standards, continuing education, and professional development.
Ability to work independently while collaborating effectively with financial advisors and other professionals.

Nice To Haves

Experience working with high-net-worth individuals, business owners, executives, or families with complex financial situations.
Experience in a wealth management, financial planning, accounting, or family-office environment.
A proactive approach to tax planning beyond annual tax return preparation.
Experience integrating tax strategies with investment management, retirement planning, estate planning, and charitable giving.
Familiarity with tax considerations affecting high-net-worth households and business owners.
Ability to translate complex tax concepts into clear, actionable recommendations.
A relationship-driven mindset and genuine interest in helping clients achieve long-term financial goals.
Experience mentoring team members, reviewing complex returns, or improving tax department processes.
A forward-thinking approach to identifying tax-saving opportunities and anticipating clients’ evolving needs.

Responsibilities

Oversee the preparation and review of individual and business tax returns, ensuring accuracy, compliance, and timely filing.
Develop and implement proactive tax planning strategies to help clients manage tax liabilities and make informed financial decisions.
Build and maintain strong client relationships and serve as a trusted resource for tax-related questions and planning needs.
Collaborate with financial advisors and wealth management professionals to incorporate tax considerations into clients’ broader financial plans.
Analyze complex tax situations and recommend strategies based on clients’ financial circumstances and long-term objectives.
Research federal and state tax regulations and communicate relevant changes, implications, and planning opportunities.
Identify tax-efficiency opportunities related to investments, retirement planning, charitable giving, estate planning, and major life transitions.
Manage tax engagements, monitor deadlines, and ensure high-quality deliverables and responsive client service.
Review tax returns and supporting documentation for accuracy, completeness, and regulatory compliance.
Identify opportunities to improve tax preparation workflows, internal processes, and service delivery.
Mentor and support tax staff, as applicable, while promoting a collaborative, quality-focused work environment.
Maintain appropriate documentation and protect confidential client financial information.

Benefits

Competitive compensation, with salary commensurate with experience, credentials, and qualifications.
Employer contribution toward medical insurance.
Dental coverage options.
Vision coverage options.
401(k) plan with an employer matching contribution.
Approximately three weeks of paid time off and nine paid holidays.
Potential educational reimbursement and opportunities to maintain credentials and expand technical expertise.
Potential firm-wide profit-sharing opportunities, subject to the firm's plan and eligibility requirements.
Potential advisor incentive trips and other firm-sponsored opportunities, where applicable.
Career growth opportunity to expand responsibilities and contribute to developing tax services.