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Managing a portfolio focused on high-net-worth individuals and families, the full-time Tax Manager - High Net Worth will lead tax engagements, serve as a trusted client contact, and provide technical expertise in complex tax compliance and planning matters, with opportunities for remote work.
Key responsibilities: Manage a client portfolio primarily consisting of high-net-worth individuals, families, and related entities Serve as the primary client contact, maintaining year-round relationships and providing hands-on support for complex tax issues Lead multiple engagements from planning through delivery, overseeing staffing, budgets, timelines, and compliance
Required qualifications: A minimum of five years of experience in accounting and tax with increasing complexity and scope Must be a member in good standing with the American Institute of Certified Public Accountants Bachelor's or Master's degree in accounting Strong organizational skills and ability to manage multiple projects simultaneously Proficiency in firm technology and tax systems

Also on the board Same function, level within a rung

Level

Senior

Location

Denver, CO

Occupation

Accountants and Auditors

Industry

Portfolio Management and Investment Advice

Posted

4 days ago

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