Client Advisory Services - Accounting & Tax Manager

The Tax Manager partners closely with business owners, executives, and high-net-worth individuals to help them navigate complex tax environments, make confident financial decisions, and achieve long-term success. This position combines technical excellence with a boutique, relationship-driven service approach focused on understanding each client's unique goals and challenges.

Key Responsibilities

Client Advisory & Leadership

• Serve as a primary advisor and day-to-day relationship lead for assigned clients
• Develop a deep understanding of client businesses, industries, and strategic priorities
• Provide forward-looking tax guidance that supports growth, risk management, and financial performance
• Translate technical tax matters into practical, actionable business insights
• Participate in client meetings to discuss tax strategies, planning opportunities, and emerging issues
• Support clients through critical business events such as expansions, restructurings, and ownership transitions
• Deliver a boutique client experience characterized by responsiveness, professionalism, and personalized service

Tax Compliance & Technical Excellence

• Review complex federal and multi-state tax returns for partnerships, corporations, individuals, and other entities
• Ensure timely and accurate delivery of compliance services aligned with firm quality standards
• Conduct research on tax regulations and resolve technical issues impacting client engagements
• Respond to client inquiries, tax notices, and audit matters with confidence and professionalism
• Identify tax planning opportunities that create measurable value for clients

Engagement & Practice Management

• Manage multiple engagements simultaneously while maintaining strong attention to quality and deadlines
• Collaborate with partners and senior leadership on engagement strategy and client service delivery
• Monitor project budgets, timelines, and realization targets
• Recommend process improvements that enhance efficiency, consistency, and client experience

Leadership & Team Development

• Supervise, mentor, and develop tax seniors and staff
• Provide timely coaching, performance feedback, and technical guidance
• Support onboarding and training initiatives that strengthen team capability
• Foster a collaborative, inclusive environment that reflects the firm's values

Firm Growth & Business Development

• Identify opportunities to expand client relationships and introduce additional firm services
• Participate in networking, proposal development, and thought leadership initiatives
• Contribute to strengthening the firm's reputation as a trusted advisory partner in the Denver market

Qualifications

Required

• Active Certified Public Accountant (CPA) license or Enrolled Agent (EA) designation
• Bachelor's degree in accounting, finance, or related field
• Minimum 5 8 years of progressive public accounting tax experience
• Demonstrated experience reviewing complex business and individual tax returns
• Strong understanding of federal and multi-state taxation
• Proven ability to manage multiple priorities and client relationships

Preferred

• Master's degree in taxation or accounting
• Experience advising closely held businesses or high-net-worth individuals
• Prior leadership or supervisory experience
• Familiarity with tax technology platforms such as CCH, Canopy, or similar

Core Competencies

• Client-Centered Advisory Mindset
• Technical Tax Expertise
• Strategic Thinking and Business Acumen
• Relationship Building and Communication
• Leadership and Talent Development
• Project Management and Accountability
• Professional Judgment and Integrity