What are the responsibilities and job description for the Tax Senior Associate (High-net-worth) position at Bennett Thrasher?
Bennett Thrasher is one of the fastest-growing independent CPA firms in the country, renowned for our expertise in serving ultra-high-net-worth individuals and families. Our personal financial services/high net worth tax practice provides specialized tax solutions for ultra-high net worth individuals and families to help them navigate complex tax landscapes, build and preserve their wealth.
Position Overview
As a tax senior associate on our personal financial services/high-net-worth team, you will be responsible for complex tax compliance and consulting engagements. Additionally, you'll help train associates and interns on basic engagements and perform detailed first-review on projects.
Key Responsibilities
Bennett Thrasher is more than just a workplace—we foster a community of respect, innovation, and collaboration. We believe in empowering our associates to lead and grow while contributing to meaningful projects that impact both our clients and communities.
The base salary range for this position in Denver, CO only is between $75,000 to $100,000. Bennett Thrasher is accepting applications on an ongoing basis.
As an Equal Opportunity Employer, we value diversity and encourage applications from all qualified candidates, regardless of race, color, religion, national origin, gender identity, sexual orientation, or any other legally protected status. We are committed to building a workforce that reflects our values of inclusion and respect.
Ready to take the next step? Let’s connect and discuss how you can thrive at Bennett Thrasher.
Position Overview
As a tax senior associate on our personal financial services/high-net-worth team, you will be responsible for complex tax compliance and consulting engagements. Additionally, you'll help train associates and interns on basic engagements and perform detailed first-review on projects.
Key Responsibilities
- Client relationship management – help build and maintain strong client relationships, ensuring high levels of satisfaction and retention through personalized tax planning and compliance services aimed at building long-term wealth.
- Tax compliance oversight - oversee the preparation and review of complex tax returns for individuals, trusts, and related entities. Ensure compliance with federal, state, and local tax regulations while incorporating strategies to optimize tax outcomes for high-net-worth clientele.
- Innovation and process improvement – help develop efficient workflows, leverage technology (e.g., tax software and automation tools), and stay abreast of evolving tax laws to help keep the practice at the forefront of industry standards, particularly in areas supporting wealth accumulation.
- Bachelor’s degree in Accounting, Finance, or a related field; CPA license or advanced degrees (e.g., Master’s in Taxation) or additional certifications (e.g., CFP, JD) are highly preferred.
- Minimum of 2 years in tax compliance and planning, focused on high-net-worth individuals or similar client segments.
- Entrepreneurial mindset – driven to help build, grow, and lead the practice.
- Technical expertise - knowledge of tax laws affecting high net worth clients, including income, estate, gift, and investment taxation strategies that support wealth building. Proficiency with tax preparation software such as Scan/Verify and familiarity with CRM systems.
- Excellent communication/interpersonal skills and a client-centric mindset.
Bennett Thrasher is more than just a workplace—we foster a community of respect, innovation, and collaboration. We believe in empowering our associates to lead and grow while contributing to meaningful projects that impact both our clients and communities.
The base salary range for this position in Denver, CO only is between $75,000 to $100,000. Bennett Thrasher is accepting applications on an ongoing basis.
As an Equal Opportunity Employer, we value diversity and encourage applications from all qualified candidates, regardless of race, color, religion, national origin, gender identity, sexual orientation, or any other legally protected status. We are committed to building a workforce that reflects our values of inclusion and respect.
Ready to take the next step? Let’s connect and discuss how you can thrive at Bennett Thrasher.
Salary : $75,000 - $100,000