Tax Manager

Ready to take the next step beyond traditional public accounting?

A growing and innovative financial services firm in Colorado Springs is seeking a Tax Manager to lead its tax function while partnering closely with business owners, high-net-worth individuals, and firm leadership. This is a unique opportunity to join a forward-thinking organization that combines tax planning, wealth management, retirement planning, and advisory services under one roof. This role is ideal for someone who enjoys both strategic leadership and hands-on technical tax work. The Tax Manager will play a key role in the firm's succession plan and help drive future growth, technology initiatives, and process improvements.

What You'll Do

• Lead the firm's tax practice and serve as the primary tax subject matter expert.
• Review and prepare complex individual and business tax returns.
• Manage, mentor, and develop a team of tax and accounting professionals.
• Partner with leadership on workflow improvements, automation initiatives, and technology adoption.
• Build trusted relationships with business owners and high-net-worth clients.
• Provide proactive tax planning strategies and advisory services.
• Support firm growth initiatives and help enhance operational efficiencies.
• Collaborate across multiple service lines, including financial planning and business advisory services. [PlanWiser Flash | Word]

Why Consider This Opportunity?

• Visible leadership role with significant influence on the future direction of the firm.
• Opportunity to work directly with business owners and high-net-worth clientele.
• Diverse advisory environment beyond traditional tax compliance.
• Growth-oriented culture that values innovation and continuous improvement.
• Opportunity to make a meaningful impact while helping shape the next chapter of the organization. [PlanWiser Flash | Word]

Compensation & Benefits

• Competitive salary of $120,000 - $160,000 DOE.
• Flexible compensation approach in lieu of traditional medical, dental, and vision insurance, allowing employees to select coverage that best fits their individual needs.
• 401(k) plan.
• Unlimited PTO.
• No separate paid holiday schedule due to the firm's unlimited PTO model.

If you're looking for a leadership opportunity that combines technical tax expertise, client advisory work, and the chance to help grow a modern financial services organization, we'd love to connect.

• Bachelor’s degree in accounting, finance, economics, business, or a closely related field.
• 10+ years of tax accounting experience, including work with complex income tax matters in a public accounting setting.
• At least 5 years of leadership experience overseeing, mentoring, or reviewing the work of tax staff.
• Demonstrated knowledge of federal income tax returns, corporate returns, partnership returns, S corporation filings, and individual returns.
• Strong analytical and communication skills with the ability to explain tax matters clearly to clients and colleagues.
• Proficiency with Excel, tax preparation technology, and QuickBooks Online.
• Preferred credentials include CPA, IRS Enrolled Agent, or a master’s degree in taxation.