Tax Manager (CPA/EA)

OverviewDenver Wealth Management, Inc. is seeking a Certified Public Accountant (CPA) or Enrolled Agent (EA) to join our Financial Advisory Practice. The role focuses on tax preparation, filing, and planning as a new product/service within our firm, to meet the needs of retail clients and small business owners. The CPA will collaborate with our team of financial planners to provide comprehensive wealth management pensationBase pay range: $90,000.00/yr - $130,000.00/yr. Actual pay will be based on skills and experience; discuss with your recruiter.How to ApplyIf you are passionate about helping individuals and businesses achieve financial success in a collaborative, client-focused environment, submit your resume and a cover letter outlining your qualifications and interest in joining our Financial Advisory Practice to Dan Herrmann () and Kaitlyn Stinar ().Key ResponsibilitiesPrepare and review individual and small business tax returns, ensuring compliance with regulations and maximizing tax efficiency.As this service grows, oversee the work of others preparing returns.Provide proactive tax planning advice to minimize tax liabilities and optimize financial outcomes.Be proactive and responsive to client requests to deepen relationships and earn trust.Stay abreast of industry trends, regulatory changes, and best practices to enhance service offerings.Collaborate with financial planners to develop comprehensive wealth management strategies aligned with client objectives.QualificationsCertified Public Accountant (CPA) designation or EA required.Bachelor's or Master's degree in Accounting (desired), Finance, or related field.Minimum of 5 years of relevant experience in tax preparation and/or public accounting.Strong technical proficiency in annual tax filing for individuals and small businesses, tax planning, compliance, and financial analysis.Excellent communication and interpersonal skills to convey complex concepts clearly.Proven track record of building and maintaining client relationships.Detail-oriented with a commitment to high-quality work and client satisfaction.Ability to thrive in a collaborative team environment and support professional development.Growth opportunities as the division expands within the practice.Performance-based bonuses and prehensive benefits package including health insurance, retirement plans, and paid time off.A supportive work environment that values entrepreneurship, innovation, authenticity, and teamwork.Job DetailsSeniority level: Mid-Senior levelEmployment type: Full-timeJob function: Accounting/Auditing and FinanceIndustry: Investment ManagementNote: The posting includes additional market data and location-specific salary ranges and job postings that are informational and not required for the application. #J-18808-Ljbffr

Created: 2025-10-05