Client Advisory Services - Accounting & Tax Manager

At The Ricks Group, our Tax Managers serve as trusted advisors to clients and leaders within the firm. This role is designed for professionals who are passionate about building meaningful client relationships while delivering high-quality tax compliance, planning, and strategic advisory services.

The Tax Manager partners closely with business owners, executives, and high-net-worth individuals to help them navigate complex tax environments, make confident financial decisions, and achieve long-term success. This position combines technical excellence with a boutique, relationship-driven service approach focused on understanding each client’s unique goals and challenges.

• Serve as a primary advisor and day-to-day relationship lead for assigned clients
• Develop a deep understanding of client businesses, industries, and strategic priorities
• Provide forward-looking tax guidance that supports growth, risk management, and financial performance
• Translate technical tax matters into practical, actionable business insights
• Participate in client meetings to discuss tax strategies, planning opportunities, and emerging issues
• Support clients through critical business events such as expansions, restructurings, and ownership transitions
• Deliver a boutique client experience characterized by responsiveness, professionalism, and personalized service

• Review complex federal and multi-state tax returns for partnerships, corporations, individuals, and other entities
• Ensure timely and accurate delivery of compliance services aligned with firm quality standards
• Conduct research on tax regulations and resolve technical issues impacting client engagements
• Respond to client inquiries, tax notices, and audit matters with confidence and professionalism
• Identify tax planning opportunities that create measurable value for clients

• Manage multiple engagements simultaneously while maintaining strong attention to quality and deadlines
• Collaborate with partners and senior leadership on engagement strategy and client service delivery
• Monitor project budgets, timelines, and realization targets
• Recommend process improvements that enhance efficiency, consistency, and client experience

• Supervise, mentor, and develop tax seniors and staff
• Provide timely coaching, performance feedback, and technical guidance
• Support onboarding and training initiatives that strengthen team capability
• Foster a collaborative, inclusive environment that reflects the firm’s values

• Identify opportunities to expand client relationships and introduce additional firm services
• Participate in networking, proposal development, and thought leadership initiatives
• Contribute to strengthening the firm’s reputation as a trusted advisory partner in the Denver market

• Active Certified Public Accountant (CPA) license or Enrolled Agent (EA) designation
• Bachelor’s degree in accounting, finance, or related field
• Minimum 5–8 years of progressive public accounting tax experience
• Demonstrated experience reviewing complex business and individual tax returns
• Strong understanding of federal and multi-state taxation
• Proven ability to manage multiple priorities and client relationships

• Master’s degree in taxation or accounting
• Experience advising closely held businesses or high-net-worth individuals
• Prior leadership or supervisory experience
• Familiarity with tax technology platforms such as CCH, Canopy, or similar

• Client-Centered Advisory Mindset
• Technical Tax Expertise
• Strategic Thinking and Business Acumen
• Relationship Building and Communication
• Leadership and Talent Development
• Project Management and Accountability
• Professional Judgment and Integrity

We are more than a workplace—we are a collaborative, boutique firm where work is meaningful, engaging, and impactful. Our team builds strong client relationships, contributes innovative ideas, and actively shapes the firm’s future.

We value curiosity, creativity, and forward thinking, while prioritizing a healthy work-life balance. Our goal is to support our people in doing their best work—professionally and personally—while delivering exceptional service and growing with purpose

This job description is intended to describe the general nature and level of work performed by employees in this role. It is not intended to be an exhaustive list of all duties, responsibilities, or qualifications.