Tax Manager - LIttleton, CO

TAX MANAGER

WEALTH MANAGEMENT & TAX PLANNING

Locations: Littleton, Colorado | Morton, Illinois

Where Tax Expertise Meets Wealth Strategy.

Are you a tax professional who wants to go beyond preparing returns and make a meaningful impact on clients' financial futures? Join a growing wealth management practice that values proactive tax planning, personalized client service, and long-term relationships.

This is an opportunity to bring your tax expertise into a collaborative financial planning environment, helping individuals and families navigate complex tax situations, identify planning opportunities, and make informed financial decisions. You'll have the opportunity to build trusted client relationships, collaborate with wealth management professionals, and contribute to a comprehensive approach to financial well-being.

WHAT YOU WILL DO

• Oversee the preparation and review of individual and business tax returns, ensuring accuracy, compliance, and timely filing.
• Develop and implement proactive tax planning strategies to help clients manage tax liabilities and make informed financial decisions.
• Build and maintain strong relationships with clients, serving as a trusted resource for tax-related questions and planning needs.
• Collaborate with financial advisors and wealth management professionals to integrate tax considerations into clients' broader financial plans.
• Analyze complex tax situations and recommend appropriate strategies based on clients' financial circumstances and long-term objectives.
• Research federal and state tax regulations and communicate relevant changes, implications, and planning opportunities.
• Identify opportunities for tax efficiency related to investments, retirement planning, charitable giving, estate planning, and major life transitions.
• Manage tax engagements, monitor deadlines, and ensure high-quality deliverables and responsive client service.
• Review tax returns and supporting documentation for accuracy, completeness, and compliance with applicable regulations.
• Identify opportunities to improve tax preparation workflows, internal processes, and overall service delivery.
• Mentor and support tax staff, as applicable, while promoting a collaborative and quality-focused work environment.
• Maintain appropriate documentation and protect confidential client financial information.

WHAT YOU WILL BRING

• Active Certified Public Accountant (CPA) or Enrolled Agent (EA) credential.
• Approximately 3+ years of relevant tax experience, including tax preparation, review, compliance, or tax planning.
• Strong knowledge of federal and state individual income tax regulations.
• Experience working with high-net-worth individuals, business owners, executives, or families with complex financial situations preferred.
• Demonstrated ability to analyze tax returns, identify planning opportunities, and explain tax implications clearly.
• Strong client relationship management and communication skills.
• Excellent organizational skills, attention to detail, and the ability to manage multiple engagements and deadlines.
• Proficiency with professional tax preparation software and Microsoft Office applications.
• A commitment to confidentiality, ethical standards, continuing education, and professional development.
• The ability to work independently while collaborating effectively with financial advisors and other professionals.

WHAT WILL SET YOU APART

• Experience in a wealth management, financial planning, accounting, or family-office environment.
• A proactive approach to tax planning that extends beyond annual tax return preparation.
• Experience integrating tax strategies with investment management, retirement planning, estate planning, and charitable giving.
• Familiarity with tax considerations affecting high-net-worth households and business owners.
• The ability to translate complex tax concepts into clear, actionable recommendations.
• A relationship-driven mindset and a genuine interest in helping clients achieve long-term financial goals.
• Experience mentoring team members, reviewing complex returns, or improving tax department processes.
• A forward-thinking approach to identifying tax-saving opportunities and anticipating clients' evolving needs.

BENEFITS & REWARDS

The anticipated benefits package may include:

• Competitive Compensation: Salary commensurate with experience, credentials, and qualifications.
• Health Insurance: Employer contribution toward medical insurance.
• Dental and Vision: Coverage options to support overall well-being.
• Retirement Savings: 401(k) plan with an employer matching contribution.
• Paid Time Off: Approximately three weeks of PTO and nine paid holidays.
• Professional Development: Potential educational reimbursement and opportunities to maintain credentials and expand technical expertise.
• Long-Term Incentives: Potential firm-wide profit-sharing opportunities, subject to the firm's plan and eligibility requirements.
• Recognition & Experiences: Potential advisor incentive trips and other firm-sponsored opportunities, where applicable.
• Career Growth: An opportunity to expand your responsibilities and contribute to the development of tax services within a collaborative wealth management environment.

THE OPPORTUNITY

Bring your tax expertise to an environment where technical knowledge, client relationships, and strategic financial planning work together. If you're a CPA or EA who enjoys solving complex tax challenges and helping clients make confident financial decisions, this opportunity offers the chance to make a lasting impact while continuing to grow professionally.