Current jobs related to Tax Administrator - Broomfield - Epiqwest Culver Wealth Advisors, LLC

  • Tax Consultant

    4 weeks ago

    Broomfield, Colorado, United States Plante Moran Full time

    About the RoleWe are seeking a highly skilled Tax Senior to join our team at Plante Moran. As a Tax Senior, you will play a key role in providing tax planning and advisory services to our clients, ensuring they are in compliance with all tax laws and regulations.Key ResponsibilitiesParticipate in client engagements from the beginning to completion, including...

  • Tax Senior

    3 days ago

    Broomfield, Colorado, United States Plante Moran Full time

    About the RoleWe are seeking a highly skilled Tax Senior to join our team at Plante Moran. As a Tax Senior, you will play a key role in providing tax planning and consulting services to our clients.Key ResponsibilitiesParticipate in client engagements from the beginning to completion, including planning, executing, and completing tax projects.Prepare or...

  • Payroll Administrator

    4 weeks ago

    Broomfield, Colorado, United States MWH Full time

    About the RoleMWH Constructors is seeking a skilled Payroll Administrator to join our team in Broomfield, CO. As a key member of our Constructors group, you will play a vital role in supporting the processing of timecards and payroll.Key ResponsibilitiesProcess pay period documentation and ensure proper record retention.Timely and accurately process employee...

  • Accountant

    6 months ago

    Broomfield, United States eTeam Inc Full time

    Ideal candidate: -MS Office, Acrobat Reader, Adobe, Excel experience -Professional trying to get into Tax / Accounting (some internship or relevant exp is necessary) -Admin for Tax Department / Law Firm Client is seeking a tax professional/accountant/administrative assistant to assist Client’s Tax Compliance Team with certain day to day tax matters....

  • Behavioral Therapist

    1 month ago

    Broomfield, Colorado, United States Soliant Full time

    Job OpportunityWe are seeking a highly skilled Registered Behavior Technician (RBT) to join our team at Soliant. As an RBT, you will play a critical role in supporting students with diverse needs in a school setting.Responsibilities:Implement individualized behavior plans under the supervision of a Board Certified Behavior Analyst (BCBA) or behavior...

  • Behavioral Therapist

    3 weeks ago

    Broomfield, Colorado, United States Soliant Full time

    Job OpportunityWe are seeking a highly skilled Registered Behavior Technician (RBT) to join our team at Soliant. As an RBT, you will play a critical role in supporting students with diverse needs in a school setting.Responsibilities:Provide direct support to students with behavioral challenges, utilizing applied behavior analysis (ABA) techniques and...

  • Product Controller

    1 week ago

    Broomfield Twp, United States Partners Group Full time

    Product Controller Job DescriptionPartners Group's Evergreen Product Control team is seeking a talented Product Controller to join our growing Americas team. As a key member of our team, you will play a vital role in ensuring the accuracy and efficiency of financial reporting and accounting for our private equity funds, particularly for US-based Private...

  • Product Controller

    2 weeks ago

    Broomfield Twp, United States Partners Group Full time

    About the RolePartners Group is seeking a talented Product Controller to join our growing Americas team. As a key member of our Evergreen Product Control team, you will play a vital role in ensuring the accuracy and efficiency of financial reporting and accounting for our private equity funds, particularly for US-based Private Wealth products.Main...

Tax Administrator

2 months ago

Broomfield, United States Epiqwest Culver Wealth Advisors, LLC Full time

WHAT WE ARE LOOKING FOR

Join our Holistic Wealth Management Firm that offers in house Tax preparation, tax planning and tax management to our wealthy clients. We are seeking a dedicated individual to provide comprehensive administrative support to our Head CPA, with additional responsibilities in our Wealth Management Division. Key duties include managing phone calls and mail, organizing documents, processing tax returns, opening client accounts, scheduling appointments, and ensuring overall office efficiency. This is an opportunity to work in a well-established Wealth Management firm, that is currently experiencing incredible growth given our unique holistic approach. Our culture is professional yet fun, demanding yet gracious. We love what we do and love doing it well. We are looking for an individual that holds our same company values and looks forward to delivering excellent results to trusted clients.


Our nonnegotiable values are:

  • Ownership Mindset
  • Hungry yet Humble
  • Actionable Innovation
  • Positive Grateful, Fun
  • Respect for the details


Primary Responsibilities Include


  • Maintain and update tax database on daily basis; tracking all clients, deadlines and filings
  • Process electronic filing of tax returns with emphasis on precise tracking and collation of finalized tax returns and mailings to clients
  • Scheduling client appointments managing CPA calendar
  • Tax research and analysis, billing support and general administrative functions
  • Aid Wealth Management division in general account processing and admin functions


Qualifications, Education, Certifications And/or Other Professional Credentials


  • Effective Time Management and organization
  • Experience utilizing CRM such as Salesforce
  • Excellent computer skills – Adobe, Excel, Word, and Outlook and willingness to learn new programs
  • Efficient at multi-tasking and prioritization
  • Prior experience supporting CPA/Tax environment and general knowledge of the process preferred


Experience

  • 1+ years in relevant position
  • Public accounting or another professional services environment preferred


Education

Minimum Bachelor’s degree