Tax Associate; Part-Time, CPA Track

Classification

Part time (Approx. 20 hours per week with seasonal increase February-April)

Director of Operations

Loveland, Colorado (would consider Hybrid after onboarding)

The Client Service & Tax Operations Associate plays a critical role in supporting both the firm’s tax and wealth service delivery, ensuring a smooth and organized client experience across all service areas. This position is responsible for managing tax workflows, coordinating document collection, and supporting return preparation while also assisting with client service requests and administrative operations on the wealth side.

The ideal candidate will bring hands‑on tax experience and a strong understanding of tax documentation and workflows, combined with a high level of organization and attention to detail. This individual thrives in a fast‑paced, client‑focused environment, is proactive in follow‑up and communication, and can effectively manage multiple priorities—particularly during peak tax season—while maintaining a high standard of accuracy and service.

• 1–3 years of administrative, client service, or tax support experience
• Strong organizational and time management skills
• Ability to manage multiple tasks and deadlines simultaneously
• Must reside in Colorado

• Experience in a financial planning or tax preparation firm
• Familiarity with CRM systems and tax software systems
• Experience working with client portals or document management systems
• Basic understanding of tax documents (W-2, 1099, K-1, etc.)
• Strong written and verbal communication skills
• Comfortable learning new software and systems quickly

• Manage tax client onboarding and ensure all required information is collected
• Oversee document collection through the client portal
• Follow up with clients on missing documents and provide guidance on required materials
• Review incoming documents for completeness and accuracy
• Monitor project status alerts in the client portal and keep the team informed
• Assist with preparation of individual tax returns (1040s) and related documentation
• Support extensions, estimated payments, and state filings
• Handle e‑file workflows, including Form 8879 routing and confirmations
• Prepare and assist with client‑facing tax letters and communications
• Ensure returns stay within the scope of service and are completed on time
• Assist with quarterly estimated tax payments and tracking payment status
• Extract and organize 1099 and DAF data for CPA input
• Manage tax notices and assist with resolution workflows (including Protection Plus claims)

• Assist with client service requests and account maintenance:
  Address updates, Contact information updates, Account linking/delinking
• Support onboarding and upfront client engagement processes
• Assist with recurring CRM maintenance
• Help manage and maintain accurate client data across systems

• Prepare insurance quotes and illustrations
• Manage applications through underwriting to in‑force status
• Coordinate communication between clients, carriers, and advisors

• Schedule and conduct welcome calls for new tax clients
• Provide timely and professional communication with clients
• Ensure a smooth and organized client experience across all touchpoints

• Organized, timely and accurate handling of tax workflows during peak season
• Proactive follow‑up with clients—nothing falls through the cracks
• Clean, well‑maintained systems and client data across platforms
• High‑quality client experience across both tax and wealth interactions
• Strong internal communication and coordination with the team
• Team‑oriented with a strong client‑first mindset

• Hours could increase during tax season (February–April)
• Cross‑functional role supporting both tax and wealth teams
• Opportunity to grow into expanded operational or client service roles

The above statements reflect the principal functions of the occupation described. They shall not be construed as a detailed…