Experienced Tax Associate - Private Client Services

Overview

An accounting and advisory firm is seeking an Experienced Tax Staff Associate to join their Private Client Services (PCS) practice. This role is ideal for a dynamic individual who thrives in a progressive environment and is committed to delivering exceptional client service.

Responsibilities

• Prepare and review tax returns for individuals, partnerships, corporations, and other entities, ensuring accuracy and compliance with tax laws and regulations.
• Build and maintain impactful relationships with new and existing clients as well as firm leadership.
• Develop a working knowledge of clients' businesses, take responsibility for assigned tasks, and meet client deadlines.
• Stay current on changes in tax laws, regulations, and accounting standards, applying new knowledge proactively to client engagements.
• Collaborate with other tax professionals to coordinate efforts, share knowledge, and ensure efficient delivery of tax services.
• Mentor and coach junior team members.
• Participate in training programs and professional development activities to enhance technical knowledge and develop industry-specific expertise.

Requirements

• Bachelor’s Degree in Accounting or an equivalent field.
• Minimum of 1 year of tax compliance and/or tax consulting experience.

Preferred Qualifications

• Master’s Degree in Taxation or a related field.
• CPA certification or progress toward completion, or IRS Enrolled Agent Certification.
• Experience using GoSystems or CCH Axcess tax software.

Compensation & Benefits

• Opportunity to be part of one of the largest and fastest-growing accounting and advisory firms.
• Flexibility to manage workdays supporting work/life balance.
• Access to a culture recognized for excellence in workplace environment.

Location

Preferred location: Denver

Additional Information

The Private Client Services team works with family-owned, closely held businesses and high net worth individuals, providing tailored solutions to meet their financial goals. The team values accountability, creativity, and genuine care, offering proactive solutions and professional growth opportunities.

The employer is an equal opportunity, merit-based organization and does not discriminate based on veteran or disability status or any protected characteristics under federal, state, or local law.