Tax Manager

5 days ago


Denver, Colorado, United States AMG NATIONAL TRUST Full time
Job Title: Tax Manager

AMG National Trust is seeking a highly skilled Tax Manager to join our team. As a Tax Manager, you will be responsible for managing the preparation, review, and sign of individual, trust, estate, gift, and partnership tax returns.

Responsibilities:
  • Manage the preparation, review, and sign of individual, trust, estate, gift, and partnership tax returns.
  • Answer specific tax issues raised by tax preparers and professional staff. Provide research as needed.
  • Maintain proficiency in tax law, analyze changes in the tax law, and research tax law to ensure compliance and develop effective tax planning strategies.
  • Provide training and development to tax professionals and other AMG staff, advise on tax law developments.
  • Provide audit support for clients as needed.
  • Actively market and promote the firm to potential clients.
  • Evaluate and develop efficient and improved procedural systems for the delivery of tax services.
  • Maintain a thorough understanding of tax department policies and procedures.
Requirements:
  • Bachelor's degree in Accounting or related field. Advanced degree preferred.
  • Licensed CPA or Law Degree.
  • Five to eight years tax experience, with emphasis on high income, high net-worth individuals with complex tax situations.
  • Experience building and managing prospective and existing client relationships.
  • Proficient in Microsoft Word and Excel.
  • Familiarity with tax preparation and bookkeeping software.
  • Experience with ProSystems tax preparation and Sage 50 Accounting software a plus.
  • Strong organizational, analytical, and technical skills.
  • Excellent verbal and written communication skills.
  • Exceptional attention to detail.
Benefits:
  • 401(k) matching.
  • AD&D insurance.
  • Bereavement leave.
  • Dental insurance.
  • Dependent health insurance coverage.
  • Disability insurance.
  • Employee assistance program.
  • Flexible schedule.
  • Flexible spending account.
  • Health insurance.
  • Health savings account.
  • Life insurance.
  • On-site gym.
  • Paid sick time.
  • Paid time off.
  • Prescription drug insurance.
  • Referral program.
  • Tuition reimbursement.
  • Vision insurance.
Education:
  • Bachelor's degree (required).
Experience:
  • Tax preparation experience (5 years, required).
Language:
  • English (required).
License/Certification:
  • CPA (preferred).
  • Law degree (preferred).
Work Location:

In person.


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