Tax Manager -High Net Worth Clients

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 CenterCompensation range:$120,000 – $200,000 per yearWhat we offer:Annual bonus potential of up to 10% of base salary401k company contribution up to 5% of your salaryFully paid individual health insuranceContinuing educationHealth savings accountLife insuranceVision InsuranceWhat 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 strategiesProvide tax planning, including wealth transfer planning, charitable trust structuring, and lifetime gifting strategiesCollaborate with estate planning attorneys, financial advisors, and family offices to design tax-efficient solutionsPrepare, review, and deliver individual, fiduciary, trust, estate, and gift tax returns for high‑net‑worth clientsConduct technical tax research, interpret changing tax laws and regulations impacting HNW individuals, trusts & estates, and clearly communicate outcomes to clientsEnsure timely, accurate, and compliant filings and act as liaison with IRS or state tax authorities when neededMay participate in business succession planning or related advisory services for family-owned or closely held business clientsCharitable planning, including structuring and compliance for Private FoundationsEducation, Experience, and Other Qualifications:Certified Public Accountant required.Minimum 6+ years related experience.Demonstrated aptitude building client relationshipsStrong problem-solving skills.Effective communicator with all levels of organization, written and verbalBusiness development ability and experience.Self-motivator with a high level of attention to detail, deadlines, organization, and time managementProactive, solution-oriented approach to tax planningHigh level of discretion and professionalism when dealing with confidential financial mattersYou 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

Created: 2025-09-17