Tax Manager

About Us:

Tandem Advisors is a full-service tax and accounting firm located in Louisville, Colorado with both individual and business clients dating back for over 20 years. We believe in direct, personable and responsive communication with our clients as we strive to help them succeed. This means fast, accurate services from empathetic people who help take the fear out of finances. At Tandem Advisors, we pride ourselves on consistently meeting the highest standards of excellence and integrity.

As a Tax Manager at Tandem Advisors, you will lead and manage multiple individual and business engagements to deliver quality tax and accounting services for our clients, while helping shape the firm's overall tax goals. You will serve as a primary point of contact for clients — managing budgets and production goals, building new relationships, and providing business, advisory, and tax consulting — and you will train, supervise, review, and develop staff, contributing to a collaborative culture of professionalism and excellence in customer service.

This is an exempt position reporting to the firm's partners, working closely with staff accountants, administrative team members, and clients.

• Medical, Dental, and Vision insurance

• 401(k) with company match

• Unlimited Paid time off and paid holidays

• CPA licensing, CPE, and professional development support

• Flexible schedule in the off season, with the option to work at the office or remotely

• Friday’s off in the summer months (non-peak)

• Manage multiple clients, budgets, and production goals.

• Provide general business, advisory, and tax consulting for clients.

• Build new client relationships and demonstrate basic knowledge of clients’ businesses.

• Meet with clients and analyze client records of income and expenses in order to get a complete picture of financial situation.

• Analyze business client financial statements and records to make any necessary tax adjustments.

• Communicate (both in verbal and written form) with clients, colleagues, staff, and partners to obtain information required to consult and prepare tax returns.

• Prepare invoices for tax return preparation, consulting, and other projects using company guidelines, prior year tax invoices, current year budgeted invoice, and time-keeping records as guidance.

• Meet with clients to consult, deliver tax returns, and discuss tax planning opportunities and areas of concern.

• Train and supervise staff; review and evaluate their work.

• Maintain confidentiality of sensitive information and adhere to company policies and procedures with respect to privacy and protection of personal information.

• Contribute to a positive and collaborative work environment by supporting team members and fostering a culture of professionalism and excellence in customer service.

• Manage all aspects of tax engagements, including client interviews, preparation, review, consulting, and return delivery.

• Prepare tax returns according to prescribed rates, laws, and regulations.

• Analyze client records of income and expenses in order to get a complete picture of financial situation.

• Analyze business client financial statements and records to make any necessary tax adjustments.

• Prepare and review federal, state, and local income tax returns for individuals, businesses, trusts, estates, and exempt organizations according to prescribed laws and regulations.

• Have general knowledge of payroll and sales and use tax returns.

• Prepare and review gift and estate tax returns.

• Prepare estimated federal and state income tax payments.

• Bring areas of concern to management and conduct tax research as needed.

• Keep abreast of current developments in the area of tax law.

• Research and prepare work papers for book…