Certified Public Accountant
Listed on 2026-06-12
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Finance & Banking
Tax Advisor, Tax Manager, Accounting & Finance, Tax Accountant
Some CPA seats keep you buried behind returns. This one puts your tax judgment closer to the client decisions that actually change the plan.
At Alpha 1 Tax & Wealth, we are looking for a CPA in the Denver market who wants more than isolated tax compliance. This is a client-facing, advisor-integrated tax seat inside a tax-led wealth-planning platform. You will own tax work that connects directly to retirement planning, Roth conversion strategy, client meetings, advisor conversations, and the firm's ability to help clients move with clarity before deadlines create pressure.
This is not a pure back-office tax-prep role. It is also not an advisor sales role. It's the seat between technical tax credibility and real client impact.
You will help drive filing-season execution, support off-season tax planning, and work closely with financial advisors when tax strategy shapes the conversation. The firm needs someone who treats client relationships, filing timelines, and tax outcomes as their responsibility — not someone who waits for isolated assignments and hands work back over the wall.
The strongest fit is a CPA who can:
- Own deadlines with urgency, especially through filing season.
- Explain tax strategy in plain English to clients and advisors.
- Connect tax planning to retirement income, Roth conversions, RMDs, Social Security, and next-year planning.
- Work comfortably in a digital workflow with modern tax software and document management.
- Collaborate with advisors without needing to become one.
Ultra Tax experience is helpful, but not required. Digital fluency is required. If your default is paper-heavy workarounds, manual habits, or resisting document-management systems, this will not be the right environment. You should be in or aligned with the Denver market and comfortable with an office-centered Colorado model.
This role can grow as Alpha 1's tax department expands. The first test, though, is hands-on ownership: returns completed with discipline, clients handled with care, advisors supported with useful tax insight, and deadlines managed before they become business problems.
If you are a CPA who wants your tax work to matter in the full client conversation — not disappear into a file — this is the seat to inspect.
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