Tax Associate; Track

Pay: $65,000-$90,000 annually (based on experience)

Schedule: Full-Time (40 hours per week)

Location: Loveland, CO (In-office)

Reports To: Director of Operations

Perspective Wealth Advisors is seeking a Tax Associate to support our growing tax practice. This role is ideal for someone who enjoys tax preparation, working directly with clients, and continuing to develop their technical tax expertise.

As part of our team, you'll prepare tax returns, coordinate with clients, support tax planning initiatives, and work alongside financial advisors to deliver an integrated client experience.

• Experience preparing individual tax returns (1040s)
• Strong understanding of individual income tax concepts
• Excellent attention to detail and organizational skills
• Strong written and verbal communication
• Comfortable learning new technology and systems
• Desire to learn and grow professionally

• CPA, EA, or actively pursuing one
• Experience in a CPA firm or tax practice
• Experience with tax planning
• Familiarity with tax software and workflow systems

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

• Manage tax client onboarding and document collection
• Review incoming documents for completeness and accuracy
• Track return progress and follow up on outstanding items
• Manage e-file processes and filing confirmations
• Maintain organized client records and workflow systems

• Assist with tax planning deliverables and client projects
  
  Identify planning opportunities for CPA review
• Participate in client meetings when appropriate