Tax Associate & Practice Operations Specialist

Pay: $65,000-$85,000 annually (based on experience)

Schedule: Full-Time (40 hours per week)

Location: Loveland, CO (Hybrid available after onboarding)

Reports To: Director of Operations

We're looking for a Tax Associate who can independently prepare tax returns while helping us build a growing tax practice. The ideal candidate takes ownership, solves problems, embraces technology, and wants to expand beyond traditional tax preparation responsibilities.

You'll work directly with a CPA, gain exposure to tax planning, client relationships, and practice operations, and have the opportunity to grow into a larger role as the tax business expands.

This is an opportunity to join a growing firm where you'll have meaningful influence on both the client experience and the future of the tax practice.

• Take ownership without being asked.
• Enjoy improving processes and finding better ways to get things done.
• Are comfortable using technology and AI tools.
• Want exposure beyond preparing tax returns.
• Enjoy working in a growing business where your contributions matter.
• Are interested in long-term career growth and expanding responsibilities over time.

• You are only looking for seasonal tax work.
• You prefer narrowly defined responsibilities.
• You want a position focused exclusively on tax return preparation.
• You are not interested in helping build and improve processes.

• Experience independently preparing individual Form 1040 tax returns.
• Ability to prepare standard individual returns with limited supervision.
• Strong attention to detail and organizational skills.
• Strong written and verbal communication skills.
• Comfortable learning and using technology and AI tools.
• Must be located in Colorado.

• Experience in a CPA firm, tax preparation firm, or financial services environment.
• Experience with tax software, CRM systems, and client portals.
• Experience preparing 100+ individual tax returns.
• Experience reviewing returns or supporting tax planning initiatives.
• Working toward a CPA license or interested in long-term growth within the profession.

• Prepare individual tax returns (Form 1040) for CPA review.
• Analyze tax documents and identify missing information.
• Communicate directly with clients regarding tax questions and document requests.
• Prepare extensions, estimated tax payments, and state filings.
• Assist with tax notices and resolution workflows.
• Ensure tax returns are completed accurately and on time.

• Manage tax client onboarding and document collection.
• Review incoming documents for completeness and accuracy.
• Monitor workflow status and proactively address bottlenecks.
• Manage e-file processes and filing confirmations.
• Help maintain an organized and scalable tax preparation process.

• Assist with tax planning opportunities and client deliverables.
• Help identify potential tax savings strategies for CPA review.
• Participate in client meetings when appropriate.
• Support year-round tax-related projects and initiatives.

• Identify opportunities to improve workflows and client experience.
• Help build scalable processes as the tax practice grows.
• Leverage technology and AI tools to improve efficiency.
• Support firm initiatives and special projects as assigned.

• Consistently prepares accurate, high-quality tax returns.
• Demonstrates initiative and strong follow-through.
• Takes ownership of client issues through resolution.
• Identifies and implements workflow improvements.
• Contributes to the growth and scalability of the tax practice.
• Delivers an exceptional client experience.
• Becomes a trusted resource for both clients and team members.

• Paid Time Off
• Paid Holidays
• Health Insurance Reimbursement plan
• Retirement Plan with Employer Match
• Professional Development Opportunities
• Hybrid Work Flexibility After Onboarding