Expert Tax Professional: High-Net-Worth Client Engagement

4 days ago


Englewood, Colorado, United States Stockman Kast Ryan + Company Full time
Unlock Your Potential as a Trust & Estate Tax Manager

We are seeking an exceptional tax professional to join our team at Stockman Kast Ryan + Company as a Trust & Estate Tax Manager. This role offers a unique opportunity to manage high-net-worth client engagements, from tax planning through the review of various tax returns.

About the Role:

  • Prepare or review complex tax returns for high-net-worth clients and their personal holdings, including personal, partnership, corporate, trust, foundation, and gift tax returns.
  • Consult with estate/gift tax subject matter experts to develop income and estate/gift tax planning strategies for clients.
  • Ensure compliance with applicable authorities while minimizing clients' tax and reporting burdens.

Responsibilities:

  • Manage client engagements, including tax planning and return preparation/review.
  • Develop and implement efficient tax planning strategies for clients.
  • Coach and supervise other tax professionals.
  • Represent the firm through community involvement and events.

What We Offer:

  • A competitive salary range of $107,500-$130,000 per year.
  • The opportunity to work with high-net-worth clients and contribute to their financial success.
  • A collaborative and dynamic work environment with opportunities for growth and development.
  • A comprehensive benefits package, including medical, dental, vision insurance, and 401(k) plan.
  • The ability to create your own personalized career path with dedicated advisors to guide you.

Requirements:

  • 5+ years of tax experience in public accounting/professional services firms, specifically with high-net-worth clients.
  • CPA license or EA certification.
  • Bachelor's degree required; Master's in taxation preferred.

How You Can Grow:

At SKR+CO, we believe in empowering our employees to achieve their full potential. With our supportive and inclusive culture, you'll have the opportunity to learn from experienced colleagues, develop new skills, and take on challenging projects that will help you grow both personally and professionally.



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