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Senior Tax Associate

Insite USDenver, CO, United States

4 days ago

Job type

Full-time

Job description

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Senior Talent Scout at Insite Public Practice Recruitment US

Senior Tax Associate

Location : Denver, CO

Employment Type : Full-Time

Experience Level : Mid-Level (4-7 years)

About Our Firm

Our clients CPA firm in Denver specializing in comprehensive tax, accounting, and advisory services for ultra-high-net-worth individuals, family offices, and private equity clients. Their growing practice serves clients with complex financial structures across multiple states and international jurisdictions. They pride themselves on delivering exceptional client service while maintaining the highest professional standards.

Position Overview

We are seeking an experienced Senior Tax Associate. This role offers exceptional exposure to sophisticated clients and complex tax structures while working alongside seasoned tax professionals. The ideal candidate will have solid experience in high-net-worth tax preparation, strong technical skills, and the desire to advance their career in a specialized practice area.

Key Responsibilities

Tax Preparation & Compliance

Prepare complex individual tax returns (Forms 1040, 1041, 706, 709) for clients with net worth exceeding $5M
Handle sophisticated tax structures including partnerships, trusts, estates, and private investment entities
Prepare multi-state income tax returns and coordinate residency planning documentation
Assist with international tax compliance including FBAR, Form 8938, and offshore reporting requirements
Research complex tax issues and prepare technical memos for client files
Review tax returns prepared by staff accountants and provide guidance on technical matters

Client Service & Communication

Communicate directly with clients regarding tax matters, document requests, and planning opportunities

Coordinate with client advisors including attorneys, financial planners, and family office personnel

Prepare client deliverables including tax projections, planning summaries, and compliance checklists

Assist with client meetings and tax planning presentations

Respond to client inquiries and provide timely, accurate information

Team Collaboration & Development

Mentor and train junior staff on complex tax issues and firm procedures

Collaborate with Tax Managers and Partners on client strategy and planning initiatives

Participate in internal training sessions and knowledge sharing meetings

Assist with workload management during peak tax season

Support business development efforts through research and proposal preparation

Quality Control & Process Management

Ensure all work meets firm quality standards and professional requirements

Maintain organized client files and documentation in accordance with firm policies

Stay current on tax law changes affecting high-net-worth individuals

Contribute to process improvement initiatives and efficiency enhancements

Meet engagement budget targets and time management goals

Required Qualifications

Education & Certification

Bachelor's degree in Accounting, Finance, or related field

CPA license strongly preferred (or ability to obtain within 12 months)

Master's degree in Taxation preferred but not required

Experience Requirements

Minimum 4 years of public accounting experience with focus on individual taxation

At least 2 years of experience with high-net-worth clients ($5M+ net worth)

Experience with complex individual tax returns involving multiple entities

Multi-state tax filing experience required

Trust and estate tax preparation experience preferred

Technical Skills

Strong knowledge of individual, trust, and estate taxation

Proficiency with professional tax software (CCH Axcess, ProSystem fx, or similar)

Advanced Excel skills and experience with tax research databases

Understanding of partnership and S-corporation taxation

Familiarity with alternative investments and private equity structures

Professional Skills

Excellent written and verbal communication skills

Strong analytical and research abilities

High attention to detail and accuracy

Ability to manage multiple clients and meet deadlines

Professional demeanor for client interactions

Collaborative team player with positive attitude

Preferred Qualifications

Experience with family office clients and wealth planning

Knowledge of Colorado state tax regulations

International tax experience

Gift and estate tax return preparation

Private equity or hedge fund tax knowledge

Previous experience at a regional or national CPA firm

Professional certifications beyond CPA (e.g., PFS, ChFC)

What We Offer

Compensation & Benefits

Competitive base salary based on experience and education

Performance-based annual bonus opportunity

Comprehensive health, dental, and vision insurance

401(k) plan with firm matching

Professional development and continuing education support

CPA exam fees and license maintenance covered

Work Environment & Culture

Hybrid work arrangement

Mentorship from experienced Tax Managers and Partners

Exposure to sophisticated clients and advanced tax planning

Modern office in downtown Denver

Collaborative team environment with growth opportunities

Firm-sponsored training and professional development

Career Development

Clear advancement path to Senior Tax Associate II and Tax Manager

Specialized training in high-net-worth tax planning techniques

Opportunities to develop expertise in niche areas

Support for advanced education and certifications

Leadership development and client relationship building

Annual performance reviews with structured feedback

Growth Opportunities

Technical Development

Advanced training in estate and gift tax planning

International tax compliance and planning education

Family office and multi-generational wealth strategies

Alternative investment taxation expertise

State and local tax planning specialization

Leadership Development

Staff mentoring and training responsibilities

Client relationship management experience

Business development and proposal writing

Project management and team coordination

Professional speaking and presentation opportunities

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Accounting / Auditing

Industries

Accounting

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Tax Senior Associate • Denver, CO, United States