Tax Advisor (Wealth Management Firm)

Denver, CO

Posted: 11/08/2019 Employment Type: Direct Hire Industry: Tax - Industry (Corporate) Pay Rate: $75,000 - 85,000 + Bonus

Tax Advisor (Wealth Management Firm)

Denver, CO

Currently seeking a Tax Advisor for a great opportunity to join a firm in the Denver, CO area. The ideal candidate will possess 1 to 3 years of experience in a local or middle market public accounting firm.

Responsibilities of the Tax Advisor

  • Work with internal members of the firm to help with planning and tax minimization strategies.
  • Prepare and review a variety of returns for 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.
  • Responsible for preparing and reviewing bookkeeping, budgets, and projections.
  • Prepare and review business and personal tax plans for our clients.
  • Prepare any audits, reviews, or compilations.
  • Perform other duties assigned.

Requirements of the Tax Advisor

  • BSc degree in Accounting, Finance or relevant subject; industry certification (e.g. CMA or CPA) is preferred
  • 1 to 3 years of experience in a local or middle market public accounting firm
  • Knowledge of accounting and bookkeeping procedures
  • Familiarity with accounting software packages
  • Computer literacy (MS Excel in particular)
  • Excellent analytical and time management skills
  • Strong numeracy skills
  • Keen attention to detail

Compensation for the Tax Advisor

  • Full-time Salary: $65,000.00 to $90,000.00 /year

* 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.

Jay McCauley
Managing Director and Senior Recruiter

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