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Hybrid Senior Tax Specialist
Job Description
A well-established holistic wealth management firm in Boulder, CO for high-net-worth clients is seeking a Hybrid Senior Tax Specialist to join their team in a hybrid position! You will be responsible for collaborating with a dedicated team while handling a high volume of tax work and other financial services. The position involves a blend of technical expertise with tax software tools, along with traditional knowledge of individual and wealth management matters.
You can look forward to joining a friendly and fast-paced team environment that embraces a culture of support for clients, the community and one another. The position offers a flexible hybrid schedule, competitive salary, 100% medical coverage, 401k, growth opportunities and more!
Pay Range: $85,000 - $100,000 DOE
Responsibilities:
- Prepare and complete individual federal and state tax returns for high-net-worth clients
- Collaborate with the team to manage a high volume of tax returns
- Engage with diverse clientele, understanding and addressing individual financial needs
- Prepare quarterly tax calculations tailored for individual clients
- Respond to tax notices and generate related written documents as required
- Utilize various tax tools efficiently and accurately to complete tax-related tasks
Requirements:
- Bachelor's degree is required
- 2-3 years of experience in a relevant field
- CPA license
- Proficiency in Excel, Word, Outlook, and PowerPoint
- Experience with CCH Axcess Tax, CCH Axcess Workflow, TaxCaddy, and/or SurePrep
- Experience with UHNW tax and planning engagements is preferred
Benefits:
- 100% medical insurance coverage
- Dental and Vision insurance
- 401k with 3% match
- 10 days PTO
- 5 days PSL
- 11 paid holidays
- Bonus potential
- Growth opportunities
- Flexible hybrid schedule
- Tax prep discounts
- Friendly work environment
- New office space
To learn more about this position, submit your application today!
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