Tax Manager

2 days ago Be among the first 25 applicants

This range is provided by Jobot. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$/yr - $/yr

Executive Recruiting Manager | Expert in Legal, Tech, Tax, Finance & Manufacturing Recruiting | 95% Placement Retention | Quality-Focused Advisor | …

Want to learn more about this role and Jobot? Click our Jobot logo and follow our Linked In page!

High Net Worth Focused Tax Advisory and CPA Firm – Concierge-Level Client Service with Hybrid Flexibility

This Jobot Job is hosted by Stanton Sikorski

Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.

Salary $110,000 - $180,000 per year

A Bit About Us

Headquartered in scenic Louisville, Colorado, we have been a trusted partner in accounting and tax services for over 40 years. We specialize in strategic tax planning and compliance for high-net-worth individuals, families, and business owners with complex financial portfolios—typically with net worths of $20M+. Our high-touch model includes proactive quarterly planning, dedicated service teams, and integrated personal and business advisory. What sets us apart is our concierge-level service and long-term relationships.

With a client-first mindset, we deliver deep expertise and personalized care, empowering our clients to live well while we manage the complexity behind the scenes.

Professionals join us for our personalized client relationships, relaxed and collaborative environment, and reduced hours compared to industry norms—without sacrificing complexity or career growth.

Why join us?

• Competitive Base Salary Up to $180K (DOE) + Bonuses
• Comprehensive Benefits 100% Employeer Paid Medical, Dental, Vision, Matching 401k, PTO
• Work-Life Balance Flexible culture with proactive client planning cycles
• Hybrid-Remote Flexibility

Job Details

• Review complex returns
• Participate in client meetings with legal, investment, and family office advisors
• Serve as a trusted relationship manager for a select group of HNW/UHNW clients

Looking For

• CPA
• 4+ years experience, including some exposure to HNW/UHNW individual tax
• Ability to manage client relationships and contribute to planning conversations

Experience with any of the following is a plus

• Wealth transfer, succession, and liquidity events
• Estate and charitable planning concepts
• Charitable strategies such as CRTs, CLATs, DAFs, and private foundations
• Estate planning structures (GRATs, SLATs, ILITs, FLPs)

Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories.

It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here

Want to learn more about this role and Jobot? Click our Jobot logo and follow our Linked In page!

Seniority level

Not Applicable

Employment type

Full-time

Job function

Accounting/Auditing and Finance

Industries

Accounting, Financial Services, and Banking

#J-18808-Ljbffr