Tax Manager

Navigator Recruiting•Boulder, CO

7d•Hybrid

About The Position

A well-established Boulder CPA firm is seeking a full-time Tax Manager to manage complex tax planning, preparation, and review for a substantial list of business and individual clients. Preparation and review duties may be split approximately 50/50. The role includes independent client management, long-term client relationships, and supervision and development of staff. The firm is open to candidates with a specific tax specialization and offers a potential path to Shareholder for a strong performer. The position is hybrid, with in-office work required at least three days per week and work from home up to two days per week during the non-busy season. During busy season, the expectation is at least four days in the office and up to one day working from home. Extended hours, including evenings and weekends, may be required during tax season and other deadline periods. The firm describes its culture as supportive, respectful, collaborative, and focused on employee well-being and work/life balance. It provides tax, bookkeeping, payroll, and advisory services to small businesses and individuals. The role includes a salary of $100,000–$140,000 plus bonus and full benefits.

Requirements

CPA license required.
At least 7 years of experience and demonstrated ability preparing and reviewing income tax returns for individuals, fiduciaries, nonprofit organizations, and small businesses.
Strong client service, tax research, planning, communication, and interpersonal skills.
Ability to acquire, develop, and retain clients.
Proficiency in Microsoft Office software.
Strong organizational skills, attention to detail, and ability to prioritize and manage multiple projects.
Ability to exercise good judgment, work as a team member, and take initiative.
Ability to meet deadlines and handle stressful situations professionally and effectively.
Ability to follow security procedures when handling confidential and sensitive information.
Ability to work extended hours, including evenings and weekends, during tax season and other deadline periods as needed.
Ability to adapt to changes, manage competing demands, and handle unexpected assignments or events.
Resourcefulness and willingness to learn.
Ability to recognize when assistance is needed and make timely decisions based on sound reasoning.
High levels of intelligence, integrity, honesty, motivation, and aptitude for public accounting.

Nice To Haves

Experience with UltraTax and QuickBooks is helpful.
A specific tax specialization is welcome.

Responsibilities

Professionally manage compliance, tax planning, and consulting for multiple clients.
Review and interpret financial records to determine adjustments needed for tax returns and compliance filings.
Communicate with clients promptly to obtain information about tax planning and compliance matters.
Research tax laws and compliance requirements for complex client issues.
Prepare and review tax returns in a timely and efficient manner.
Supervise, develop, and mentor staff to support client needs and professional growth.
Promote the firm through occasional business-building activities.
Develop and coordinate plans for completing work.
Manage and communicate effectively with fellow staff members.
Apply and provide feedback to improve performance for yourself and others.

Benefits

Performance reviews, annual raises, and firm-wide bonuses; bonuses may account for up to 10% of base salary.
100% paid employee premiums for major medical, dental, life and AD&D, vision, and short- and long-term disability insurance; spouse and dependent coverage is available at cost.
401(k) Safe Harbor match and access to personal financial planning services.
Sick leave, bereavement leave, vacation, comp time, generous holidays, and half-day paid Fridays in summer.
Professional licensing and membership fees, dues, and continuing professional education paid by the firm.
Flexible scheduling and hybrid remote/office work.
Approximately 1,400 average charge hours per year and comp time for tax-season hours.
Approximately 200 hours of office closings and holidays per year.
Free tickets to sporting events and concerts, plus reimbursements for cultural-event participation or nonprofit contributions.
Newly renovated office with break room, bar and kitchen, private offices, natural light, and Flatirons views.
Coffee options, and free meals and snacks during tax season and other occasions.
Coaching and semi-weekly roundtables for professional support.
Potential path to Shareholder.
Cell phone reimbursement.
Free in-house massages available 17 times per year.