Tax Manager

Location: Louisville
Posted on: June 23, 2025

Job Description:

High Net Worth Focused Tax Advisory and CPA Firm – Concierge-Level Client Service with Hybrid Flexibility This Jobot Job is hosted by: Stanton Sikorski Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary: $110,000 - $180,000 per year A bit about us: Headquartered in scenic Louisville, Colorado, we have been a trusted partner in accounting and tax services for over 40 years. We specialize in strategic tax planning and compliance for high-net-worth individuals, families, and business owners with complex financial portfolios—typically with net worths of $20M. Our high-touch model includes proactive quarterly planning, dedicated service teams, and integrated personal and business advisory. What sets us apart is our concierge-level service and long-term relationships. With a client-first mindset, we deliver deep expertise and personalized care, empowering our clients to live well while we manage the complexity behind the scenes. Professionals join us for our personalized client relationships, relaxed and collaborative environment, and reduced hours compared to industry norms—without sacrificing complexity or career growth. Why join us? Competitive Base Salary Up to $180K (DOE) Bonuses Comprehensive Benefits: 100% Employeer Paid Medical, Dental, Vision, Matching 401k, PTO Work-Life Balance: Flexible culture with proactive client planning cycles Hybrid-Remote Flexibility Job Details Review complex returns Participate in client meetings with legal, investment, and family office advisors Serve as a trusted relationship manager for a select group of HNW/UHNW clients Looking For: CPA 4 years experience, including some exposure to HNW/UHNW individual tax Ability to manage client relationships and contribute to planning conversations Experience with any of the following is a plus: Wealth transfer, succession, and liquidity events Estate and charitable planning concepts Charitable strategies such as CRTs, CLATs, DAFs, and private foundations Estate planning structures (GRATs, SLATs, ILITs, FLPs) Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Keywords: , Castle Rock , Tax Manager, Accounting, Auditing , Louisville, Colorado