Tax Manager (Planning and Some Compliance)

Denver, CO | Work from home flexibility

Posted: 01/19/2022 Employment Type: Direct Hire Industry: Tax - Industry (Corporate) Pay Rate: $110,000- $140,000

Job Description

We have been engaged by an exclusive investment management and wealth advisory company located in the downtown Denver area to help them identify a key member of their team.

What you'll be doing:

 - Responsible for tax planning and advisory services as it relates to all aspects of the client experience and portfolio enhancement.

 - Take charge of tasks and initiatives, focusing on both short term, annual and long-term client outcomes.

 - Team and utility player mentality and candidates should be adept at problem solving and thinking outside the box.

 - Manage a small team or tax preparer, providing prep and review work when necessary.

The Big Picture:

 - Our client serves sophisticated, ultra-high-net-worth entrepreneurs and executives, many with family office environments.

 - The culture is professional and client-centric.

The person they seek will have in depth knowledge of tax issues and planning opportunities for HNW individuals and alternative investments.  Potential candidates might come from a Big 4, middle market or boutique public accounting firm or from a family office or wealth management firm.  We seek tax technical expertise with polished people and communication skills.

A very competitive compensation package and bonus is available.  Nationwide relocation assistance will be provided.


Job Requirements

  • Undergraduate degree with a preference for Finance, Accounting, and/or a related field
  • 5+ years’ experience with a public accounting firm (preferably working with alternative investments or with high net worth clients who invest in alternatives) and/or experience in a high level tax role with a wealth management firm with a meaningful asset allocation to the same
  • Deep knowledge of the tax code, balanced with a fluency in articulating tax matters in a sophisticated and relatable manner
  • Strong quantitative, analytical, and problem-solving skills
  • Excellent attention to detail, as well as strong verbal and written communication skills
  • Sound judgment, self-starter, and ability to handle concurrent demands efficiently and to take ownership of results

Additional Information


  • Masters of Taxation (or Accounting)
  • Certified Public Accountant (CPA) designation

Meet Your Recruiter

Jay McCauley
Managing Director and Senior Recruiter

Send an email reminder to:

Share This Job:

Related Jobs:

Login to save this search and get notified of similar positions.