Your Journey
Our team members support the firm by delivering timely, accurate work and maintaining clear communication. They take ownership of their development, seek feedback, and build strong relationships. By managing responsibilities effectively and aligning their efforts with firm values, they establish a foundation for long-term success and growth.  All team members are expected to excel in Relationships, Communication, Quality Service, Operational Excellence, and Innovation & Growth, contributing to the firm’s success through collaboration, exceptional service, and continuous growth.

Position Summary:

Your Impact (Essential Duties):
Review complex individual, corporate, and partnership tax returns; prepare highly complex returns as needed
Foster and develop meaningful client relationships, addressing tax issues and coordinating related entity filings
Perform detailed reviews and provide feedback to ensure high-quality work
Review quarterly and annual accounting procedures to support tax preparation
Analyze organizational structures for tax impacts and ensure accurate filings
Prepare estimated tax liabilities and provide strategic tax planning
Supervise, train, and mentor team members, conducting regular performance reviews
Research and document complex tax issues, presenting guidance and solutions
Communicate tax planning solutions with clients and other professionals involved in the client relationship
Communicate effectively with clients and team members on projects and deadlines
Contribute to team efforts and participate in ongoing professional development; stay updated on tax laws and best practices
Manage engagements, prioritize tasks, and meet deadlines
Perform other duties and displays flexibility to take on a variety of responsibilities assigned by firm leadership  
Meet annual billable hour and other targets to fulfill individual performance and overall firm productivity
Your Background:
5-10 years of experience in tax preparation
CPA license or eligible
Bachelor’s degree in accounting or related field
Expertise in tax laws, regulations, and compliance requirements
Ability to adapt to tax law changes and provide strategic tax planning
Proficiency in tax preparation software and related tools
Strong leadership, communication, and mentoring skills
Excellent organizational skills to manage multiple priorities and meet deadlines
High attention to detail and accuracy in financial and tax work
Analytical skills to address and resolve complex tax issues
Full-time commitment and flexibility to work beyond regular hours to meet team deadlines

California compensation range for this role is $107,000 - $150,000.

Colorado compensation range for this role is $107,000 - $150,000.

Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location. Discretionary incentive compensation is based on firm, group, and individual performance.

Reasonable accommodations will be made to enable qualified individuals with disabilities to perform the essential functions of the job