Tax Manager (Wealth Management Firm)

Denver, CO

Posted: 02/28/2020 Employment Type: Direct Hire Industry: Tax - Industry (Corporate) Pay Rate: $90,000 - 115,000 + Bonus

Job Description

Tax Manager (Wealth Management Firm)

Denver, CO

Currently seeking a Tax Manager for a great opportunity to join a wealth management firm in the Denver, CO area. The ideal candidate will possess 4 to 8 years of experience with a local or middle market public accounting firm.


Responsibilities of the Tax Manager

  • Work with internal members of the firm to help with planning and tax minimization strategies.
  • Review a variety of tax returns for individuals and families and their associated businesses, investments and fiduciary entities. The returns will mostly include partnerships, S-corps, complex individual returns, and possibly some estate, trust, NFP and foundation returns.
  • Responsible for preparing and reviewing budgets and projections.
  • Prepare and review business and personal tax plans for our clients.
  • Work with asset management and investment advisors to develop tax minimization strategies.
  • Prepare more complex tax returns as needed.
  • Perform other duties as needed.





Job Requirements

Requirements to be the Tax Manager 

  • Bachelor’s degree in Accounting, Finance or relevant subject.
  • Advanced degree a plus.
  • CPA or CPA eligible.
  • 4 to 8 years of experience in a local or middle market public accounting firm.
  • Knowledge of GAAP a plus.
  • Familiarity with accounting and tax software packages.
  • Excellent analytical and time management skills.
  • Keen attention to detail.


Compensation for the Tax Manager

  • Full-time Salary: $90,000.00 to $115,000.00 /year plus a bonus.


* We have found that candidates with titles like Tax Accountant, Tax Specialist, Tax Analyst, Tax Associate, Senior Tax Associate, Senior Tax Accountant, Tax Manager, Tax Consultant, CPA and Tax Advisor are usually very qualified.

** Out of state candidates are being considered and relocation assistance is available for highly qualified people.


Meet Your Recruiter

Jay McCauley
Managing Director and Senior Recruiter

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