Talent.com
Tax Manager -High Net Worth Clients

Tax Manager -High Net Worth Clients

BiggsKofford & Co.Denver, CO, United States
4 days ago
Job type
  • Full-time
Job description

Would you like a clear track for advancement and facilitate personal growth?

Would you like to work with sophisticated clients, yet still maintain personal relationships?

Would you like to be in a firm that walks the talk on work-life balance : offering flexibility in your personal life?

Would you like to be in a firm where compensation is in the top echelon of the profession?

Would you like to be part of a firm where there is minimal staff turnover?

If you answered yes to the above, BiggsKofford is the right place for you.

Who we are :

BiggsKofford is a boutique CPA firm, with approximately 50+ staff, located in Colorado since 1982. We go beyond traditional compliance work to provide our clients with a full range of services designed to help them achieve their financial goals. We focus on closely held middle-market businesses, and our forward-thinking approach helps these entrepreneurs through all phases of their business life cycle, including acquisition, growth, and exit. Clients are served by collaborating across departments and by allowing consultive interactions early in the career of our employees. Part of our uniqueness can be demonstrated by our firm being organized as an S-Corp vs. a traditional CPA partnership.

We believe in fostering a work environment where our core values guide everything we do. Our commitment to being solution-oriented, building personal relationships, maintaining professionalism, embracing interdependence, and focusing on long-term success and growth is at the heart of our culture. We’re looking for individuals who share these values and are excited to contribute to our mission.

HNW Tax Manager Position :

BiggsKofford is seeking a Tax Manager that can lead the high-net-worth (HNW) tax planning and compliance segment of our firm. Many of BiggsKofford’s clients are successful business owners who have accumulated substantial net worth. These clients look to BiggsKofford for much more than tax compliance. The HNW Tax Manager should be capable of advising clients on tax and estate planning techniques and working with other financial advisors to develop successful planning strategies for these high-net-worth individuals and families.

Location :

Choice of office in Northern Colorado Springs or Denver Tech Center

Compensation range :

$120,000 – $200,000 per year

What we offer :

  • Annual bonus potential of up to 10% of base salary
  • 401k company contribution up to 5% of your salary
  • Fully paid individual health insurance
  • Continuing education
  • Health savings account
  • Life insurance
  • Vision Insurance

What you’ll be doing :

  • Manage a portfolio of high-net-worth individuals and real estate partnerships, serve as their trusted advisor, and provide strategic tax planning and compliance services.
  • Lead and manage tax planning engagements for HNW clients—covering compliance, estate and gift planning, trust taxation, and multigenerational strategies
  • Provide tax planning , including wealth transfer planning, charitable trust structuring, and lifetime gifting strategies
  • Collaborate with estate planning attorneys, financial advisors, and family offices to design tax-efficient solutions
  • Prepare, review, and deliver individual , fiduciary , trust , estate , and gift tax returns for high‑net‑worth clients
  • Conduct technical tax research , interpret changing tax laws and regulations impacting HNW individuals, trusts & estates, and clearly communicate outcomes to clients
  • Ensure timely, accurate, and compliant filings and act as liaison with IRS or state tax authorities when needed
  • May participate in business succession planning or related advisory services for family-owned or closely held business clients
  • Charitable planning, including structuring and compliance for Private Foundations
  • Education, Experience, and Other Qualifications :

  • Certified Public Accountant required.
  • Minimum 6+ years related experience.
  • Demonstrated aptitude building client relationships
  • Strong problem-solving skills.
  • Effective communicator with all levels of organization, written and verbal
  • Business development ability and experience.
  • Self-motivator with a high level of attention to detail, deadlines, organization, and time management
  • Proactive, solution-oriented approach to tax planning
  • High level of discretion and professionalism when dealing with confidential financial matters
  • You will see that our team is absolutely focused on helping our clients succeed (take a moment to review our Client Guarantee). At BiggsKofford, we pride ourselves on the pursuit of excellence.

    #J-18808-Ljbffr

    Create a job alert for this search

    Tax Manager • Denver, CO, United States

    Related jobs
    • Promoted
    Tax Manager (REMOTE)

    Tax Manager (REMOTE)

    JobotDenver, CO, United States
    Remote
    Full-time
    Be among the first 25 applicants.Get AI-powered advice on this job and more exclusive features.This range is provided by Jobot. Your actual pay will be based on your skills and experience — talk wit...Show moreLast updated: 1 day ago
    • Promoted
    Senior Tax Manager

    Senior Tax Manager

    J2T Financial RecruitingBoulder, CO, United States
    Full-time
    Be among the first 25 applicants.J2T Financial Recruiting provided pay range.This range is provided by J2T Financial Recruiting. Your actual pay will be based on your skills and experience — talk wi...Show moreLast updated: 30+ days ago
    • Promoted
    Tax Manager

    Tax Manager

    Platform Accounting GroupBoulder, CO, United States
    Full-time
    Be among the first 25 applicants.Get AI-powered advice on this job and more exclusive features.Due to continuing growth, we are seeking a Tax Manager to join our team. In addition to the traditional...Show moreLast updated: 1 day ago
    • Promoted
    Tax Manager

    Tax Manager

    Thrive Financial RecruitingDenver, CO, United States
    Full-time
    Colorado public Accounting firm with FANTASTIC CULTURE is seeking a Tax Manager.They are looking for a person who loves complex tax work and tax compliance review and tax planning and has an entrep...Show moreLast updated: 2 days ago
    • Promoted
    Manager, Tax - Private Client

    Manager, Tax - Private Client

    Forvis Mazars USDenver, CO, United States
    Full-time
    Be among the first 25 applicants.The Tax team is dedicated to helping clients navigate a complex tax landscape with clarity and confidence. Our team delivers practical, forward-thinking guidance tai...Show moreLast updated: 1 day ago
    • Promoted
    Tax Senior Manager (REMOTE)

    Tax Senior Manager (REMOTE)

    JobotDenver, CO, United States
    Remote
    Full-time
    Be among the first 25 applicants.This range is provided by Jobot.Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Fully Remote, 28 days PTO, Exce...Show moreLast updated: 30+ days ago
    • Promoted
    Tax Manager

    Tax Manager

    WeaverDenver, CO, United States
    Full-time
    Weaver is a full-service national accounting, advisory and consulting firm.We seek to bring a human element to the world of accounting, with a diverse, collaborative, and entrepreneurial workplace ...Show moreLast updated: 4 days ago
    • Promoted
    Tax Manager

    Tax Manager

    White Peak Search GroupDenver, CO, United States
    Full-time
    Be among the first 25 applicants.White Peak Search Group provided pay range.This range is provided by White Peak Search Group. Your actual pay will be based on your skills and experience — talk with...Show moreLast updated: 1 day ago
    • Promoted
    Tax Specialist - High Net Worth Clients

    Tax Specialist - High Net Worth Clients

    Empower RetirementGreenwood Village, CO, United States
    Full-time
    Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career...Show moreLast updated: 13 days ago
    • Promoted
    Tax Manager - Partnerships

    Tax Manager - Partnerships

    Plante MoranDenver, CO, United States
    Full-time
    Our "we-care" culture is more than just a motto; it's a promise.From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achi...Show moreLast updated: 30+ days ago
    • Promoted
    Tax Manager - Denver Metro

    Tax Manager - Denver Metro

    Plante MoranDenver, CO, United States
    Full-time
    Our "we-care" culture is more than just a motto; it's a promise.From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achi...Show moreLast updated: 30+ days ago
    • Promoted
    Tax Manager

    Tax Manager

    Trimble & Associates, Inc.Boulder, CO, United States
    Full-time
    Be among the first 25 applicants.This range is provided by Trimble & Associates, Inc.Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Direct mess...Show moreLast updated: 4 days ago
    • Promoted
    Senior Manager / Director Tax - High Net Worth

    Senior Manager / Director Tax - High Net Worth

    WipfliDenver, CO, United States
    Full-time
    At Wipfli, our people are core to everything we do—the catalyst behind our ability to create exceptional impact and extraordinary results. We encourage each individual to follow their own path.Peopl...Show moreLast updated: 30+ days ago
    • Promoted
    Tax Manager

    Tax Manager

    Continental PropertiesDenver, CO, United States
    Full-time
    As a Tax Manager you will plan, supervise, review and complete tax compliance work for a multiple entity Private Equity firm. You will work with the Tax team to facilitate several activities associa...Show moreLast updated: 6 days ago
    • Promoted
    Tax Manager

    Tax Manager

    Eide BaillyBoulder, CO, United States
    Full-time
    Denver, Fort Collins, Boulder, or Grand Juction, CO offices.A typical day as a Tax Manager might include the following : . Prepares, Reviews, and Sign individual, business, and other types of tax retu...Show moreLast updated: 4 days ago
    • Promoted
    Tax Manager - High Net Worth

    Tax Manager - High Net Worth

    Wipfli LLPDenver, CO, United States
    Full-time
    At Wipfli, our people are core to everything we do—the catalyst behind our ability to create exceptional impact and extraordinary results. We encourage each individual to follow their own path.Peopl...Show moreLast updated: 1 day ago
    • Promoted
    Tax Manager / Senior Manager

    Tax Manager / Senior Manager

    Solid Rock Recruiting LLCDenver, CO, United States
    Full-time
    Tax Manager / Senior Tax Manager (Fully Remote | HNW & Trust / Estate Focus).Denver, CO (Firm HQ) — Open to Fully Remote Candidates. Competitive base + overtime pay + annual bonus.A highly respected b...Show moreLast updated: 15 days ago
    • Promoted
    Tax Manager

    Tax Manager

    Reese Henry & Company, Inc.Denver, CO, United States
    Full-time
    Be among the first 25 applicants.This position is available to a highly motivated individual with manager-level public accounting experience that is based in Denver, CO. Individuals are encouraged t...Show moreLast updated: 4 days ago