Tax Manager

Navigator Recruiting•Denver, CO

4d•Hybrid

About The Position

Navigator Recruiting's client is a fast-growing, progressive, young, aspirational financial services company that embraces technology. The firm is seeking a full-time Tax Manager to oversee all client tax preparation (mostly individual tax returns), planning, and advisory services. The chosen professional will be a highly collaborative, communicative, forward-thinking strategist who will work directly with the CEO, Senior Management team, and clients. As the only tax professional in this organization, the chosen person will be in an individual contributor/non-management role. All tax clients of this wealth management firm are also current financial planning, investment management, or insurance planning clients of the wealth management firm. This is a hybrid role (3 days in the office/2 days at home) during the non-busy season and an in-office role (5 days in-office) during busy season. Busy season (Feb. - Apr. 15) hours are 50-55 hrs./week at the most.

Requirements

Bachelor’s Degree is required
Minimum of 3 full years of tax season experience required
CPA required
Ability to communicate complex information clearly with excellent communication and presentation skills
Strong interpersonal communications Skills
Highly organizational
Analytical

Nice To Haves

Advanced Education helpful
Prior client-facing experience strongly preferred
QuickBooks experience helpful

Responsibilities

Prepare mainly 1040 tax returns for high-net-worth individuals; will also prepare a handful of 1041 and 1120-S returns.
Assemble the workpapers in a clear, organized, and functional manner with appropriate notations.
Conduct comprehensive client meetings to review and discuss completed tax returns in depth by explaining key findings, exploring tax strategies, and identifying tax planning opportunities.
Create in-depth tax projections for top clients.
Client support outside of tax season regarding tax notices, tax refunds, or other issues.
Special projects as needed.