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Details
  • Location: Denver CO
  • Type: Perm
  • Job #25711

Company Overview:
A leading multi-family office and wealth management firm is seeking a Tax Manager or Senior Tax Manager to join its team. This role focuses on delivering comprehensive tax compliance and planning services to high-net-worth clients while providing leadership to junior team members.

Job Responsibilities:

  • Serve as the primary point of contact for clients, ensuring timely, accurate, and high-quality tax compliance and consulting services.
  • Manage and review complex individual, fiduciary, not-for-profit, and entity tax filings for accuracy, completeness, and adherence to professional standards.
  • Oversee preparation of detailed work papers, data processing, and the conversion of information into reviewable work products.
  • Conduct and supervise research on complex tax issues, translating findings into actionable tax planning strategies for clients.
  • Lead, mentor, and review the work of junior staff, providing guidance and technical support to promote professional development and service excellence.
  • Collaborate with internal teams to deliver integrated family office services and coordinated wealth management support.
  • Identify tax planning opportunities and assist in developing long-term strategies aligned with client goals.
  • Maintain up-to-date knowledge of federal, state, and local tax regulations and recommend adjustments in client planning or compliance strategy where appropriate.
  • Contribute to process improvement initiatives to enhance team efficiency and accuracy in tax compliance and client reporting.

Qualifications:

  • Extensive experience in tax compliance and planning for high-net-worth individuals, families, trusts, and entities.
  • Proven leadership skills with the ability to mentor and guide junior team members.
  • Strong knowledge of federal, state, and local tax regulations.
  • Proficiency in managing and reviewing complex tax filings and work papers.

Compensation:
Salary: $150,000 to $175,000 Base + Bonus + Business Development Incentives

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