Tax Manager

Navigator Recruiting•Englewood, CO

7d•Hybrid

About The Position

The Tax Manager position will be a hybrid role (two days in-office - typically Mondays and Tuesdays) and a key member of the Finance & Accounting team (of about 8 people). The chosen candidate will report to the CFO (who is a CPA) and work alongside with another individual in the tax department. This role will be responsible for supporting tax compliance, reporting, and planning across a complex organization that includes high-net-worth individuals, trusts, partnerships, real estate investments, private foundations and investment holding entities. This role partners closely with the CFO, Manager of Finance, accounting team, investment professionals, and external tax advisors to ensure accurate, timely reporting and well-coordinated tax processes. The position offers broad exposure to sophisticated tax matters, and is designed to grow over time through structured knowledge transfer and increasing ownership. It is well-suited for a technically strong Tax Manager who values collaboration, who enjoys working with complex structures, and is interested in building deep expertise within a stable, well-resourced organization were tax plays an integral role in financial and investment decision-making.

Requirements

Bachelor's degree in Accounting or Taxation required
CPA required
Minimum 5+ years of tax experience in public accounting or a sophisticated family office environment.
Strong technical expertise in partnership taxation, trust and estate taxation, and high-net-worth individual tax planning.
Advanced proficiency in MS Excel, including complex spreadsheets and large data sets.
Strong analytical and technical problem-solving abilities.
High level of integrity and discretion in handling sensitive financial information.
Ability to manage multiple priorities and deadlines effectively.
Collaberative communication style with the ability to explain complex tax concepts clearly.
Interest in expanding technical depth and taking on broader responsibility.
Minimal travel (0-10%)

Nice To Haves

Master's degree in Taxation is preferred.
Experience with real estate investments, private equity structures, and multi-entity ownership structures preferred.
MS Dynamics GP, Great Plains or QuickBooks experience helpful but not required

Responsibilities

Coordinate and review multi-state and federal income tax returns for high-net-worth individuals, trusts, private foundations, partnerships, LLCs, real estate entities, and investment holding entities.
Prepare, review and reconcile tax workpapers, schedules, and supporting documentation for use by external tax preparers.
Analyze complex K-1s, tiered partnership structures, tax basis, capital accounts, and related tax attributes.
Support trust and estate tax allocations, distribution analysis, gifting activity, and estate planning coordination.
Track tax impacts of investment and real estate activity, including capital gains, income, holding periods, and transaction-level considerations.
Assist with tax analysis related to real estate activity, including Opportunity Zones, 1031 exchanges, and Section 754 elections.
Support periodic tax planning efforts, estimated tax payment coordination, and long-term planning discussions.
Serve as an internal liaison with external tax advisors, managing timelines, reviewing draft returns, and ensuring proactive compliance.
Contribute to process improvements, documentation standards, and system enhancements, with increasing ownership of the tax function over time.