Tax Manager - CO (Denver), CA (Irvine, Newport Beach, Encino), GA (ATL x2)

Who You Are:

• Bachelor’s degree in Accounting or a closely related field.
• Active CPA or EA required.
• 5–8+ years of progressive tax experience serving high-net-worth individuals and families.
• Experience reviewing and signing off on tax returns, with accountability for accuracy, compliance, and final approval required.
• Demonstrated ability to communicate clearly and effectively with clients and advisors, while collaborating cross-functionally with managers and executive leadership.
• Proven people-management skills, with a strong track record of developing, mentoring, and training senior and associate level professionals.

What You’ll Do:

• Prepare, review, and sign complex tax returns for high-net-worth individuals, trusts, and closely held businesses, ensuring accuracy and compliance with applicable regulations.
• Conduct in-depth tax research and develop quarterly tax estimates and projections to support proactive planning and informed decision-making.
• Deliver timely, accurate, and well-analyzed responses to tax-related inquiries, estimates, and projections for both tax and wealth management clients.
• Provide mentorship and guidance to support staff within the local office and region, fostering professional development and high-quality client service.
• Collaborate with tax staff to address tax notices, including overseeing responses and drafting initial correspondence with taxing authorities.

Why Work Here?

• Great Work-Life Balance: Enjoy life outside of work!
• Collaborative Culture: Growth and development are top priorities!

Pay:

Compensation is determined by several factors which may include skillset, experience level, and geographic location. The expected range for this role is $110,000 to $135,000 per year. Please note this range is an estimate and actual pay may vary based on qualifications and experience.