Certified Public Accountant (5+ years): Denver or Salt Lake City

Overview

A professional services firm is seeking a Certified Public Accountant to join their team in either the Denver or Salt Lake City office. This position involves working closely with Private Client Group attorneys and CPAs to provide expert advice on gift, estate, generation-skipping transfer (GST), and income tax issues, as well as fiduciary accounting matters.

Applications will be accepted on an ongoing basis until the position is filled.

Responsibilities

• Collaborate with attorneys, CPAs, clients, and their advisors on a variety of gift, estate, GST, trust, and individual tax matters including planning, estate administration, and compliance
• Coordinate multiple projects ensuring timely completion without direct supervision, demonstrating prompt follow-through, attention to detail, and prioritization skills
• Serve as a key member of a team comprising paralegals, CPAs, associates, and partners
• Work directly with clients' outside CPAs, family offices, and other advisors
• Conduct research and analysis on gift, estate, GST, and income tax issues
• Prepare balance sheets, cash flow, and financial projections to illustrate proposed estate or wealth transfer planning transactions
• Prepare and/or review gift, estate, and fiduciary income tax returns and fiduciary accountings
• Review appraisals of transfers of hard-to-value assets for gift and estate tax returns
• Maintain or exceed billable hours requirements
• Stay current on all relevant tax laws and implications

Requirements

• Certified Public Accountant (CPA) licensure
• Minimum of 5 years of tax experience in a professional services capacity, or a Master of Taxation with interest in developing a long-term career in this area
• Foundational knowledge or willingness to learn individual income tax, fiduciary income tax, gift tax, estate tax, and generation-skipping transfer tax
• Preferred knowledge or willingness to learn fiduciary accounting, partnership tax, and S corporation tax
• Experience with tax research and writing, and preparing balance sheets, cash flow projections, and estate tax projections
• Ability to develop creative solutions to complex tax issues
• Ability to stay current on tax concepts and changes
• Strong multitasking skills and ability to work effectively under pressure
• Excellent organizational skills with great attention to detail
• Ability to meet deadlines
• Good interpersonal skills and a team-oriented mindset
• Advanced Excel skills
• Proficiency with Word and Adobe Acrobat
• Ability to effectively use software and systems utilized by the firm

Compensation and Expectations

• Salary range for Colorado-based candidates: $140,000 – $225,000 per year (merit-based compensation)
• Discretionary bonus may be available based on performance
• Expected to invest 1800 hours on billable matters and 200 hours on administrative matters annually
• Engagement in firm activities and committees is encouraged

Benefits

• Robust wellness program
• Unlimited paid time off (PTO)
• Reduced time program and sabbatical program for eligible employees
• Eligibility for benefits begins on the date of hire
• Comprehensive benefits package including medical, dental, vision, life insurance, accidental death & dismemberment (AD&D), employee assistance program (EAP), short-term disability (STD), and long-term disability (LTD)
• Enhanced parental leave for both primary and non-primary caregivers
• Automatic Off Ramp/On Ramp program before and after parental leave
• Inclusive fertility and family-forming benefits
• Voluntary income protection benefits such as supplemental life, accident, critical illness, and hospital indemnity insurance
• 401(k) retirement plan with company match
• Educational assistance and continuing legal education subscription services
• Opportunities for volunteerism through a dedicated foundation
• Part-time employees may have access to some benefits on a pro-rated basis

Location

Positions available in Denver, Colorado or Salt Lake City, Utah offices.