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Tax Senior HNW
Remote / Online - Candidates ideally in
Denver, Denver County, Colorado, 80202, USA
Listed on 2026-08-17
Denver, Denver County, Colorado, 80202, USA
Listing for:
Creekmur Wealth Advisors
Remote/Work from Home
position Listed on 2026-08-17
Job specializations:
-
Finance & Banking
Wealth Management, Tax Accountant, Tax Manager, Tax Advisor
Job Description & How to Apply Below
Tax Senior - Wealth Management
We are a premier wealth management firm looking for a dedicated Tax Senior to join our team in Indianapolis. This is a hybrid position that offers a balance of remote work and in-office collaboration. An active CPA license is heavily preferred for this role. Our ideal candidate thrives in a fast-paced environment and enjoys working closely with clients to manage their complex tax needs.
You will play a key role in tax preparation, review, and strategic planning.
- Hybrid work schedule blending remote flexibility with in-office collaboration
- Competitive salary range of $90,000 to $120,000 based on experience
- Direct collaboration with wealth management advisors to deliver holistic financial solutions
- Opportunity to manage complex tax profiles and high net worth client portfolios
- Strong career advancement potential within a growing financial services firm
- Prepare and review complex federal and state tax returns for individuals, trusts, estates, and business entities.
- Conduct tax research and planning to minimize client liabilities and maximize wealth preservation.
- Coordinate closely with wealth management advisors to align tax strategies with overall financial plans.
- Serve as a primary point of contact for clients, answering technical tax questions and providing proactive guidance.
- Maintain up-to-date knowledge of local, state, and federal tax laws, regulations, and industry trends.
- Assist in mentoring and reviewing the work of junior tax staff members.
- Bachelor’s degree in Accounting, Finance, or a related field.
- Active CPA license is heavily preferred.
- Strong background in public accounting or wealth management tax services.
- Proficient in tax preparation and research software.
- Excellent verbal and written communication skills for client-facing interactions.
- Ability to manage multiple deadlines and work independently in a hybrid structure.
For this position you must be currently authorized to work in the United States. We do not sponsor for this position.
Position Requirements
10+ Years
work experience
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