virtual vocationsDenver, CO
Tax Manager - High Net Worth
Tax Manager - High Net Worth
Tax Manager - High Net Worth
virtual vocationsDenver, CO
4 days ago
Portfolio Management and Investment AdviceOffices of Certified Public AccountantsTax Preparation Services
Apply for this role (opens in a new tab)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