Manager of Tax

Anticipated Hiring Range: $90,000 - $120,000 annually

Classification: Full-Time Exempt with Benefits

Reports To: Director of Operations

Location: Loveland, Colorado - In-Office

Position Summary

Perspective Tax Advisors (PTA), the tax division of Perspective Wealth Advisors, is seeking a Tax Director to help lead and scale our growing tax practice. We kicked off the service in 2026 and our team serves approximately 50 tax clients, with plans to continue expanding capacity (over 100 by this time next year) through exceptional client service, tax planning, technology, and talent development.

This role is ideal for someone who enjoys both technical tax work and team leadership. As a growing division, we are looking for a hands-on leader who is comfortable preparing returns, reviewing work, training staff, improving technology, and serving as a trusted tax resource for both clients and teammates.

The Tax Director will play a key role in shaping the future of the tax practice while remaining actively involved in day-to-day production. This is not a role for someone who wants to exclusively review returns or manage from a distance. We are seeking a builder who enjoys helping clients, developing people, and contributing wherever needed as the business grows.

The ideal candidate is technically strong, growth-oriented, collaborative, and energized by the opportunity to help build a modern tax practice from the ground up.

Experience, Knowledge & Skills

Minimum Requirements

• CPA, EA, or CPA Candidate with significant tax experience
• 3 years of individual tax preparation experience
• Bachelor's Degree in Accounting, Taxation, or related field
• Strong understanding of individual income taxation
• Experience reviewing work and training less experienced staff
• Strong organizational and project management skills

Preferred Qualifications

• Experience in a tax, wealth management, or family office environment
• Experience preparing and reviewing business returns
• Familiarity with ProConnect, and other tax planning softwares
• Experience managing workflows and deadlines during tax season
• Strong technology aptitude and desire to improve systems and processes
• Experience mentoring tax associates or junior preparers

Essential Functions & Responsibilities

Tax Preparation & Review

• Prepare and review individual and business tax returns.
• Provide technical guidance on tax matters and planning opportunities.
• Ensure accuracy, quality, and compliance across all engagements.
• Assist with tax notices, amendments, and special projects.

Client Tax Planning

• Participate in tax planning meetings and identify proactive planning opportunities.
• Collaborate with advisors to integrate tax strategies into client recommendations.
• Serve as a trusted tax resource for clients and the advisory team.

Team Leadership & Development

• Train, mentor, and develop tax associates and support staff.
• Review work and provide ongoing coaching and technical support.
• Help build a culture of growth, accountability, and continuous learning.

Tax Technology & Innovation

• Own and optimize tax technology platforms, workflows, and integrations.
• Leverage technology, AI, and automation to improve efficiency and client experience.
• Evaluate and implement tools that support the firm's growth strategy.

Practice Growth & Leadership

• Help scale the tax division through capacity building, hiring, and team development.
• Partner with leadership on strategy, staffing, and client experience initiatives.
• Contribute to building a modern, planning-focused tax practice.

Why Join Perspective?

This is an opportunity to help build a tax practice, not just prepare tax returns. You'll play a meaningful role in shaping the future of our tax division through leadership, client impact, technology, and team development while working alongside a growing wealth management firm committed to long-term excellence.

Benefits

401(k) Plan and Company Match

80 Hours PTO

11 Paid Holidays

Medical Premium Reimbursement Plan