Local CPA firm recently acquired by a local wealth management investment company has two partners retiring. Seeking a Tax leader for the small office.
They are looking for a person who loves managing a team, complex tax planning and tax compliance review!
Job:
- Manage and lead team of tax providers and an accountant
- Manage client relationships
- Analyze, research and provide tax planning for clients
- Review complex U.S. and multi-state income tax returns for primarily pass through partnerships and their related owners 1040's to include S-Corps, and partnerships and some C-Corps
- Review complex high net worth individual, gift and estate tax returns
- Analyze current/prior year returns and identify future planning opportunities
- Review complex tax planning projections
- Respond to IRS and state agency audits, enquiries and tax notices
- Provide high level accounting review and advice to clients
Highly collaborative team with great culture.
Ideal candidate:
- Bachelor in Accounting
- CPA
- Tax experience in public accounting firm(s) (preference for small and mid-tier firms)
- Outstanding interpersonal communication skills to lead team and manage client relationships
Flexible hybrid - roughly 2 days in office in downtown Denver (parking included) or in Evergreen
$140,000-170,000+ bonus plus 100% medical insurance covered for employee (extra for family), CPE and more!