Tax Advisor (Wealth Management Firm)
We have been engaged by the Executive Vice President of a growing national wealth management firm that is building out an office in downtown Denver to help identify candidates for 2 Tax Advisor (Tax Associate) positions. Our client offers a strong compensation package and benefits and good work-life balance.
Like a Tax Associate in public accounting, these positions will be involved in preparing and reviewing a variety of returns for HNW individuals and families and their associated business and fiduciary entities. The returns will mostly include partnerships, S-corps, complex individual returns, and possibly some fiduciary returns. The responsibilities will also including working with internal members of the firm to help with planning and tax minimization strategies.
This is an opportunity to have the variety of public accounting without the demands. It also gives someone the change to see a bigger piece of the picture and help individuals and families make critical long term financial decisions. The firms tax group is spread between 4 different cities and Denver is their newest market to expand into. A Tax Associate or Senior Tax Accountant with a minimum of 1 to 3 years of experience in a small - medium size public accounting firm is probably the ideal candidate.