Tax Manager (Wealth Management Firm)

We are recruiting on behalf of a wealth management firm that is building a tax advisory group to support and add value to their wealth management practice. The goal is to hire a strong Tax Manager or Senior Tax Manager to help start and build a team - meaning you’ll be leading a team delivering integrated tax financial planning for high-net-worth clients and business owners.

Why Apply?

✨ Truly an environment where you will be valued and your input is important

✨ Competitive base annual bonus profit sharing

✨ Work with HNW clients on proactive planning, not just compliance

✨ Direct client relationships no “busy season grind” culture

✨ Growth path → from individual contributor to team lead

✨ Flexible environment

What You’ll Bring:

✔️ CPA required, 5 years tax experience (HNW / business clients)

✔️ Strong technical tax knowledge communication skills

✔️ Entrepreneurial mindset to help grow something unique

👉 If you’re ready to join a firm that’s building tax in tandem with wealth management — and grow into leadership — let’s connect.

Don't let the title fool you, this is not a typical Tax Manager position. This position is for tax professionals with at least 5 years of experience. We envision tax professionals with titles such as: Tax Manager, Senior Tax Manager, Tax Director, Tax Consultant, CPA, Tax Advisor, etc. to apply.

We are very open to talking with out-of-state candidates that are willing to relocate to Colorado. Relocation assistance may be provided to highly qualified candidates.