Tax Manager

Are you an experienced tax professional who enjoys working with complex tax matters, advising high-net-worth clients, and building lasting client relationships? This is an opportunity to take on a leadership role with a growing national public accounting and advisory firm, with the potential to advance toward partnership.

The firm is seeking a Tax Senior Manager with strong estate, gift, and trust taxation experience to join its team in Denver or Colorado Springs. This role is ideal for someone who combines deep technical expertise with a passion for client service, mentoring professionals, and contributing to the growth of a tax practice.

With the Denver office continuing to grow since opening in 2023, you'll have the opportunity to make a meaningful impact while helping develop the firm's presence in the market.

What You'll Do

• Lead and review complex tax engagements involving individuals, corporations, partnerships, trusts, estates, and gift taxation.
• Prepare and review estate and gift tax returns, including Forms 706 and 709.
• Provide strategic tax planning, compliance guidance, and practical solutions for complex tax matters.
• Advise high-net-worth individuals and families on tax-related matters and planning opportunities.
• Build and maintain strong client relationships while coordinating related entity filings and collaborating with other professional advisors.
• Oversee tax preparation and review processes, ensuring accuracy, technical quality, and timely delivery.
• Research complex tax issues and stay current on federal and state tax laws, regulations, and industry developments.
• Lead, mentor, and develop tax professionals through coaching, feedback, and performance management.
• Manage multiple engagements, establish priorities, and meet client deadlines and billable-hour expectations.
• Participate in networking events, relationship-building activities, and business development initiatives to support practice growth.
• Contribute to operational improvements, innovation, and the continued development of the firm's tax practice.

What We're Looking For

• 8 years of public accounting or relevant tax preparation and compliance experience, with public accounting experience required.
• Strong experience in estate, gift, and trust taxation, including preparing Forms 706 and 709.
• Bachelor's degree in Accounting or a related field.
• Active CPA license or eligibility to obtain licensure.
• Strong technical knowledge of federal and state tax laws, tax compliance, and strategic planning.
• Experience reviewing complex returns and managing tax engagements from start to finish.
• Excellent leadership, mentoring, communication, and client relationship management skills.
• Ability to manage competing priorities while maintaining accuracy and meeting deadlines.
• A proactive, relationship-oriented approach to networking and practice development.
• Flexibility to work additional hours during peak tax seasons.

Experience serving high-net-worth individuals and families is highly desirable.

Why Consider This Opportunity?

• Potential Path to Partnership: Build toward a long-term leadership role with opportunities to contribute to practice growth.
• Meaningful Leadership: Mentor developing professionals and help shape the success of the tax team.
• Practice-Building Opportunity: Play an important role in developing the growing Denver market and strengthening client relationships.
• Hybrid Flexibility: Enjoy a hybrid work schedule while collaborating with clients and colleagues.
• Collaborative Culture: Join a people-focused environment that values technical excellence, professional development, innovation, and work-life balance.

Benefits & Professional Development

Eligible full-time employees regularly scheduled to work at least 30 hours per week have access to a comprehensive benefits package, including:

• Generous paid time off.
• Medical, dental, and vision insurance.
• Life and disability insurance.
• 401(k) retirement savings plan.
• Paid holidays and a firmwide winter break from December 24 through January 1.
• Paid parental leave after one year of service.
• Mentorship and career development programs.
• CPA examination support.
• Firm-sponsored events, team activities, and employee celebrations.

Location & Next Steps

This opportunity is open to candidates based in Denver or Colorado Springs, Colorado, as well as qualified professionals interested in relocating to Colorado.

If you're ready to apply your estate and trust tax expertise in a leadership role where you can grow client relationships, develop talent, and help build a thriving practice, we'd love to connect.

Apply today or reach out to learn more about this opportunity.