Tax Manager

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $36.4 billion in AUM as of June 30, 2025, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.Our office in Denver, CO is hiring for a Tax Manager. The Tax Manager is responsible for developing and implementing comprehensive tax strategies and coordinating tax return preparation. Our ideal candidate will have a demonstrated track record of delivering excellent client service, with exceptional organizational, communication and problem-solving skills. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurial, Inclusion and Connection.The salary range is $120,000 - $145,000 per year, plus annual bonus.Duties And ResponsibilitiesMaintains periodic contact with clients and acts as a liaison between clients and the firm for various activities.Strengthen existing client relationships by working closely with integrated teams across EP Wealth to provide holistic wealth management solutions.Proactively research industry trends and become a planning resource for clients and team members when recommending wealth strategiesReview and analyze tax returns for high net-worth individuals, real estate investors, and closely held businesses (i.e., corporate, partnership, and LLC)Stay up-to-date with the latest tax legislation, ensuring accurate and compliant tax planning strategiesResearch tax issues and draft technical correspondence as it relates to tax planningDevelop and deliver tax-saving strategies for real estate investors and closely held businessesPartner with Advisors in client solicitation efforts and generating wealth management strategies for our UHNW clients and prospects.Manage coordination and integration of tax services, analysis, and department projects.Proactively engage in firm wide initiatives developing tax services, building firm relationships, supporting business development and client retention activities.Publicly represent the tax strategy department. Participate in firm marketing initiatives, including client and prospective client seminars, writing articles and blogs, and other activities.Perform additional functions, duties and specific tasks of a similar nature as necessary in order to achieve the firm's business development and client retention objectives.Adhere to all company policies and procedures and perform business functions with focus on consistency, quality, and complianceOther duties as assignedQualificationsWorking knowledge of tax planning and preparation; preferably 5-10 years of experience as well as considerable knowledge of partnership, corporate, and individual taxationLicensed: Certified Public Accountant or Enrolled Agent RequiredProficient with Windows and Microsoft OfficeDemonstrated knowledge with CRM softwareExcellent written and oral communication skillsExperience and willingness to participate in public speaking events, prospect meetingsExtremely detail oriented, exceptional follow through, reliableAbility to maintain positive attitude, self-motivated, ethically sound judgementExcellent client relations and communication skillsStrong interpersonal skills, ability to work well with all levels of the firmAbility to work independently and exercise discretion without direct and immediate supervisionWhat We Offer11 Paid Holidays + 2 floating holidays3 Weeks (PTO)Paid Volunteer TimeFlexible Work ScheduleHighly subsidized Health, Dental, and Vision Plans401k Retirement Account with company match contributionsFree Mental Health services, Life Insurance, Long & Short-Term Disability InsuranceFlexible Spending Accounts and Health Savings AccountsEmployee Financial EducationEmployee Educational Expense ReimbursementEmployee Charitable DonationsEmployee Referral IncentivesEmployee Team Building ActivitiesEmployee Assistance ProgramEPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law. #J-18808-Ljbffr

Created: 2025-10-05