Boulder, CO
REMOTE Sr. Tax Advisor - CPA, Public Accounting
Fast-growing, national, SEC-registered Investment Advisory Firm seeking REMOTE (on-site/hybrid also available) Sr. Tax Advisors to join the team!
This Jobot Job is hosted by Catherine Reid
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary $125,000 - $175,000 per year
A Bit About Us
We are a growing 15yr-old, national, SEC-registered investment advisory firm helping clients nationwide with over $1.3 billion in assets under management. We are dedicated to providing the best service to our clients, standing side-by-side with with them to navigate the financial decisions they face throughout their lives. We provide comprehensive financial planning and tax services, along with client education and guidance on Medicare, Social Security, long-term care insurance, travel, and more.
Why join us?
In addition to great work/life balance, strong benefits, and bonus potential, we offer wonderful stability and growth with a terrific culture!
Job Details
In this role, you will
Work directly with clients to prepare both personal and business tax returns, prepare projections, and calculate tax estimates
Provide timely and high-quality client service in response to client inquiries
Work with advisors regarding different client situations and prepare analysis on tax outcomes of transactions
Communicate with business owners regarding owner payroll, and provide insight on how much would be required for their business
Meet with clients on an annual/semi‐annual basis to discuss their changing business needs
Willing to work with high‐net-worth clients
Follow up with clients regarding changes in the tax laws and regulations
Respond to IRS and state notices, as needed, on the client behalf
The right candidate will possess
Genuine desire to serve and care for our clients
Strong understanding of tax code and technical aspects of tax preparation and compliance
Self‐starter with a client-first mentality
Ability to communicate with co‐workers, clients, and various business contacts in a courteous and professional manner
Highly organized and attention to detail
Strong written and verbal communication skills
Analytical, problem solving and organizational skills
The ability to multi-task; complete several different tasks accurately and in a timely manner
A positive attitude and willingness to collaborate as a team
Ability to maintain confidentiality
Qualified candidates will offer
BA/BS degree in accounting; CPA/EA preferred
Experience in preparing S‐Corp, C‐Corp, Partnership, and individual returns a must
4yrs+ busy season experience
Experience with CCH tax software a plus
Interested in hearing more? Easy Apply now by clicking the "Apply" button.
This Jobot Job is hosted by Catherine Reid
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary $125,000 - $175,000 per year
A Bit About Us
We are a growing 15yr-old, national, SEC-registered investment advisory firm helping clients nationwide with over $1.3 billion in assets under management. We are dedicated to providing the best service to our clients, standing side-by-side with with them to navigate the financial decisions they face throughout their lives. We provide comprehensive financial planning and tax services, along with client education and guidance on Medicare, Social Security, long-term care insurance, travel, and more.
Why join us?
In addition to great work/life balance, strong benefits, and bonus potential, we offer wonderful stability and growth with a terrific culture!
Job Details
In this role, you will
Work directly with clients to prepare both personal and business tax returns, prepare projections, and calculate tax estimates
Provide timely and high-quality client service in response to client inquiries
Work with advisors regarding different client situations and prepare analysis on tax outcomes of transactions
Communicate with business owners regarding owner payroll, and provide insight on how much would be required for their business
Meet with clients on an annual/semi‐annual basis to discuss their changing business needs
Willing to work with high‐net-worth clients
Follow up with clients regarding changes in the tax laws and regulations
Respond to IRS and state notices, as needed, on the client behalf
The right candidate will possess
Genuine desire to serve and care for our clients
Strong understanding of tax code and technical aspects of tax preparation and compliance
Self‐starter with a client-first mentality
Ability to communicate with co‐workers, clients, and various business contacts in a courteous and professional manner
Highly organized and attention to detail
Strong written and verbal communication skills
Analytical, problem solving and organizational skills
The ability to multi-task; complete several different tasks accurately and in a timely manner
A positive attitude and willingness to collaborate as a team
Ability to maintain confidentiality
Qualified candidates will offer
BA/BS degree in accounting; CPA/EA preferred
Experience in preparing S‐Corp, C‐Corp, Partnership, and individual returns a must
4yrs+ busy season experience
Experience with CCH tax software a plus
Interested in hearing more? Easy Apply now by clicking the "Apply" button.
Recommended Skills
- Accounting
- Analytical
- Attention To Detail
- Business Requirements
- Calculations
- Communication
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