Senior Tax Manager (HNWIs/Trust)

About the role

We are a small, well-established public accounting firm that has been serving the greater Denver area for over 30 years! We have an excellent company culture/work environment that collaborates frequently and enjoys a great work-life balance.

Responsibilities

• Manage and review tax returns for high net worth individuals and trusts (Form 1040 and 1041)
• Provide tax planning and research to optimize tax strategies for clients
• Ensure compliance with federal, state, and local tax regulations
• Oversee the preparation of tax filings and documentation for various entities including REITs
• Collaborate with the wealth management team to align tax strategies with client goals
• Conduct tax reviews and provide recommendations for improvements in tax processes
• Stay updated on changes in tax laws and regulations affecting clients
• Supervise and mentor junior staff in tax accounting and compliance practices

Qualifications

• Bachelor's degree in Accounting, Finance, or related field
• CPA certification is required
• Minimum of 5 years of experience in public accounting or tax advisory roles
• Strong knowledge of tax compliance and tax accounting principles
• Experience working with high-net-worth individuals and trust/estate tax issues
• Proficiency in tax research and analysis
• Excellent communication and interpersonal skills
• Ability to manage multiple priorities and meet deadlines

Benefits

• Competitive Salary
• Strong Bonus Structure
• Full Medical, Dental, and Vision
• Discretionary 401k Match
• Company Paid Expenses (Continued education, travel, equipment, memberships, and more)