Tax Senior Associate (High-net-worth)

Bennett Thrasher • Denver, CO

1d • Hybrid

About The Position

Bennett Thrasher is a rapidly growing independent CPA firm specializing in serving ultra-high-net-worth individuals and families. Our personal financial services/high net worth tax practice offers specialized tax solutions to help clients navigate complex tax environments and preserve their wealth. As a tax senior associate on this team, you will manage complex tax compliance and consulting projects, train junior staff, and conduct first reviews of work.

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field
• Minimum of 2+ years in tax compliance and planning, focused on high-net-worth individuals or similar client segments.
• Entrepreneurial mindset – driven to help build, grow, and lead the practice.
• Technical expertise - knowledge of tax laws affecting high net worth clients, including income, estate, gift, and investment taxation strategies that support wealth building.
• Proficiency with tax preparation software such as Scan/Verify and familiarity with CRM systems.
• Excellent communication/interpersonal skills and a client-centric mindset.

Nice To Haves

• CPA license or advanced degrees (e.g., Master’s in Taxation) or additional certifications (e.g., CFP, JD) are highly preferred.

Responsibilities

• Client relationship management – help build and maintain strong client relationships, ensuring high levels of satisfaction and retention through personalized tax planning and compliance services aimed at building long-term wealth.
• Tax compliance oversight - oversee the preparation and review of complex tax returns for individuals, trusts, and related entities. Ensure compliance with federal, state, and local tax regulations while incorporating strategies to optimize tax outcomes for high-net-worth clientele.
• Innovation and process improvement – help develop efficient workflows, leverage technology (e.g., tax software and automation tools), and stay abreast of evolving tax laws to help keep the practice at the forefront of industry standards, particularly in areas supporting wealth accumulation.

Benefits

• We foster a community of respect, innovation, and collaboration.
• We believe in empowering our associates to lead and grow while contributing to meaningful projects that impact both our clients and communities.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior