Tax Manager at Jobot
Highlands Ranch, CO 80129
About the Job
Tax Manager - High-Net-Worth Focus - Hybrid Remote (2 days in the office) in Highlands Ranch, CO
This Jobot Job is hosted by: Stanton Sikorski
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $90,000 - $170,000 per year
A bit about us:
Based in Highlands Ranch, we are a dynamic, client-focused financial advisory firm dedicated to providing exceptional financial planning, investment management, and estate & tax planning services to high-net-worth individuals. We offer tailored solutions that go beyond investments, helping clients achieve their financial goals and build enduring wealth. Specializing in tax planning, private equity, and strategic wealth transfer, we address complex financial needs with expertise and integrity. Our collaborative and innovative environment ensures that our team’s experience drives success, delivering comprehensive support to help clients navigate financial complexities and optimize wealth protection.
Why join us?
Job Details
We are looking for the following:
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
This Jobot Job is hosted by: Stanton Sikorski
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $90,000 - $170,000 per year
A bit about us:
Based in Highlands Ranch, we are a dynamic, client-focused financial advisory firm dedicated to providing exceptional financial planning, investment management, and estate & tax planning services to high-net-worth individuals. We offer tailored solutions that go beyond investments, helping clients achieve their financial goals and build enduring wealth. Specializing in tax planning, private equity, and strategic wealth transfer, we address complex financial needs with expertise and integrity. Our collaborative and innovative environment ensures that our team’s experience drives success, delivering comprehensive support to help clients navigate financial complexities and optimize wealth protection.
Why join us?
- Meaningful and Impactful Work!
- Competitive base salary and overall compensation package
- 401(K) with generous company match
- Full benefits: Medical, Dental, Vision
- Generous PTO, Sick and Holidays
- Life Insurance coverage
Job Details
- Prepare and review complex tax returns for high-net-worth individuals, families, businesses, trusts, and foundations, ensuring compliance with federal and state tax regulations.
- Advise high-net-worth clients on tax-related matters, providing personalized tax, accounting, and business solutions tailored to their unique financial situations.
- Manage multiple high-net-worth tax planning projects simultaneously, ensuring timely and accurate completion while meeting all deadlines.
- Review staff-prepared work for high-net-worth clients, providing constructive feedback to ensure accuracy, quality, and adherence to best practices.
- Cultivate and maintain strong relationships with high-net-worth clients, offering proactive tax planning, wealth transfer strategies, and strategic advice on complex tax issues.
- Assist in the preparation and review of intricate tax returns, including those for high-net-worth individuals, family offices, and multi-entity structures.
- Conduct comprehensive tax research on issues specific to high-net-worth individuals, including estate, gift, and trust tax matters, applying findings to client strategies.
- Actively engage in firm meetings and activities, contributing to the overall success of the team while ensuring exceptional service delivery to high-net-worth clients.
We are looking for the following:
- Bachelor’s degree in Accounting, Finance, or related field (required). Master’s in Taxation (preferred).
- Minimum of 4 years of experience in tax accounting, with a focus on high-net-worth individuals, including expertise in estate, gift, trust, and partnership tax matters (preferred).
- Certified Public Accountant (CPA) license (preferred).
- In-depth experience with issues common to high-net-worth individuals, including 1031 Exchanges, DST properties, estate planning, and other advanced tax strategies.
- Proficiency in tax planning software such as Holistiplan, Corvee or similar
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
Salary
90,000 - 170,000 /year