What are the responsibilities and job description for the Senior Tax Accountant - OneSeven Advisors, LLC position at OneSeven Advisors?
About the job
OneSeven Advisors is hiring an experienced tax professional to join our team in Old Town Fort Collins. This client-facing position is responsible for reviewing federal and state annual tax filings, quarterly and year-end tax estimates, and projections for U.S. partnerships, S corporations, and individuals, as well as leading strategic and transactional tax planning and consulting.
Compensation: $110,000 – $150,000, plus performance-based bonus eligibility.
Responsibilities
- Review federal returns, including Forms 1120-S, 1065, 1040, 1041, 990, and 709, and prepare complex returns as needed
- Review Colorado and multi-state returns
- Serve as a trusted contact, working closely with the engagement partner and client to build long-term relationships and respond to client questions and needs; client-facing responsibility grows with experience
- Lead strategic tax planning, projections, and estimates for businesses, real estate structures, closely held investments, and individuals
- Prepare strategic planning to support ongoing business, investment, and financial matters
- Collaborate with clients’ attorneys, financial advisors, and other members of their professional team
- Provide training, guidance, feedback to staff preparers
- Oversee the creation and maintenance of organization charts, family trees, and balance sheets
Qualifications
- Bachelor’s degree in accounting or finance
- Active CPA license
- 3–5 years of public accounting experience
- Ability to organize, prepare, and review most types of tax returns, including individual, partnership, S corporation, trust, nonprofit, and corporate
- Proficiency in Word, Excel, QuickBooks, and professional tax software; experience with CCH ProSystem fx preferred
- Hard-working, self-motivated, and responsive, with an entrepreneurial spirit
- A team player with excellent interpersonal and communication skills
- Entrepreneurial spirit
Our Culture
- A fun, professional atmosphere
- Dedication to integrity, quality work, and responsive communication
- A cooperative, collaborative team
- Work-life balance and flexibility
- A sophisticated, dynamic client base
- An office in Old Town Fort Collins
Compensation and Benefits
- Salary of $110,000 – $150,000, commensurate with experience
- Bonus eligibility based on individual and firm performance
- Employer-paid health insurance
- 401(k) with a 4% employer match
- Continuing professional education through CPE4U at the University of Denver
- Four weeks of paid vacation plus eight paid holidays
About OneSeven Advisors
OneSeven Advisors is a boutique strategic tax and family office advisory firm located in Old Town Fort Collins. We provide ongoing advice directly to our clients while maintaining an active role on their broader professional team. We specialize in planning and compliance for businesses, real estate structures, closely held investments, and individuals. The work is dynamic, sophisticated, and challenging.
Our team includes ten full-time associates: two with Deloitte backgrounds, four with master’s degrees in taxation, and six licensed CPAs, two aspiring, all with degrees in accounting. In addition, we retain two contractors, both with master’s degrees in taxation and Big Four experience. We have an experience office manager and a Chief of Staff to support non-tax work. We are building out our in-house team to accommodate organic growth and support the expanding needs of our clients.
OneSeven fosters an environment that balances family and quality of life with uncompromising professionalism. An appreciation for family and community is a high priority and extends to both our staff and our clients.
We are committed to supporting each team member’s career and professional growth, and we value the possibilities of a flexible workforce. Above all, we are committed to collaboration, hard work, meeting deadlines, and maintaining the highest professional integrity.
Here is a link to apply - joinonesevenadvisors.base44.app
Our website development is in progress, www.onesevenadvisors.com.
Salary : $110,000 - $150,000