Client Services Manager; Tax Operations & Tax Equity Investments

🌟 Client Services Manager (Tax Operations & Tax Equity Investments)

Heirloom Tax Solutions is seeking a Client Services Manager to support the firm’s growing tax compliance, advanced planning, and tax-equity investment business. This role serves as the central coordinator across client experience, workflow management, and planning support—ensuring seamless execution for high-net-worth individuals, family offices, and closely held business owners.

The ideal candidate has at least three (3) years of experience working with High Net Worth (HNW) clients
, understands complex tax workflows, and is comfortable supporting investment-driven tax strategies such as renewable energy, film finance, and charitable structures.

• High Net Worth Client Coordination
  • Serve as a primary relationship contact for tax compliance and tax-equity clients
  • Coordinate client onboarding, engagement letters, and annual planning calendars
  • Proactively manage document requests, timelines, and deliverables for complex client structures
  • Maintain a white-glove client experience consistent with Heirloom’s brand
• Tax & Tax-Equity Workflow Management
  • Manage workflows for tax compliance, planning engagements, and tax-equity investments
  • Coordinate between Tax Director, CPAs, advisors, external preparers, legal counsel, and investment sponsors
  • Track deadlines related to tax filings, investment closings, and post-investment reporting
  • Prepare workflow summaries, investor relations updates, and status reports
• Tax-Equity Investment Planning Support
  • Support planning related to tax-equity investments, including renewable energy credits (ITC), film finance, and charitable structures.
  • Assist with gathering, organizing, and reviewing client documentation
  • Support planning inputs, assumptions, and illustrations (non-CPA analytical support)
• Internal Operations
  • Assist the Tax Director with capacity planning, utilization tracking, and engagement prioritization
  • Assist Tax Department with data entry for business and individual tax returns
  • Collect, organize, and quality-check tax and investment source documents
  • Maintain secure digital client files and investment records

• Minimum of 3 years of experience working with High Net Worth (HNW) clients
• Experience in tax operations, public accounting support, family office, business banking, or wealth management environments
• Strong familiarity with complex tax structures, pass-through entities, and multi-entity clients
• High attention to detail with strong organizational and communication skills

• Bachelor’s degree in Business or a related field preferred; equivalent professional experience considered
• Experience working alongside CPAs, attorneys, and family offices
• Experience with client management in a private bank, wealth management firm, or high net worth tax shop

• $60,000 – $90,000 annually, depending on experience and scope of responsibility
• 401(k) + company match of 8%
• Medical, dental, and vision insurance for full-time employees. Benefit eligibility and details will be discussed during the offer process.
• Unlimited paid time off so you can recharge
• Growth opportunities in a fast-expanding firm

• Exposure to advanced tax planning and tax-equity investment strategies typically reserved for large family offices
• Direct interaction with senior leadership and sophisticated HNW clients
• Entrepreneurial, fast-growing firm with meaningful impact and tremendous opportunity
• At Heirloom, you’ll be part of a team that’s shaping the future of tax solutions for business and high-net-worth individuals. If you’re passionate about tax strategy, love solving complex challenges, and want to make a tangible difference in clients’ lives — we’d love to meet you.

👉 Apply today and help clients “Keep More of What’s Yours.”

Location:

Greenwood Village, CO