Marketing & Outreach Professional Senior Professional (Open-Rank

Local CPA firm recently acquired by a local wealth management investment company has two partners retiring. Seeking a Tax leader for the small office.

Full-time

They are looking for a person who loves managing a team, complex tax planning and tax compliance review!

• Manage and lead team of tax providers and an accountant
• Manage client relationships
• Analyze, research and provide tax planning for clients
• Review complex U.S. and multi-state income tax returns for primarily pass through partnerships and their related owners 1040's to include S-Corps, and partnerships and some C-Corps
• Review complex high net worth individual, gift and estate tax returns
• Analyze current/prior year returns and identify future planning opportunities
• Review complex tax planning projections
• Respond to IRS and state agency audits, enquiries and tax notices
• Provide high level accounting review and advice to clients

Highly collaborative team with great culture.

• Bachelor in Accounting
• CPA
• Tax experience in public accounting firm(s) (preference for small and mid-tier firms)
• Outstanding interpersonal communication skills to lead team and manage client relationships

Flexible hybrid - roughly 2 days in office in downtown Denver (parking included) or in Evergreen

$,000+ bonus plus 100% medical insurance covered for employee (extra for family), CPE and more!