Tax Director

1 day ago


San Francisco, California, United States Lighthouse Search Collective Full time

Senior Tax Manager with Partner/Equity Shareholder Track

About the Position

This Senior Tax Manager position is an excellent opportunity for a motivated tax professional to join our boutique public accounting firm in Denver, CO.

Job Summary

We are seeking a seasoned tax manager with expertise in income tax planning and compliance for individuals, partnerships, trusts, and corporations. The ideal candidate will have 7+ years of experience in tax consulting, preferably with a focus on pass-through entities and real estate expertise.

Salary and Benefits

The salary range for this position is $150k to $200k + Bonus, with opportunities for growth and advancement based on individual performance. We offer a comprehensive benefits package, including health insurance, retirement plan, and paid time off.

Responsibilities
  • Client Relationships: Develop and maintain effective relationships with clients, actively participating in client engagements, presentations, planning, and execution.
  • Tax Planning and Compliance: Prepare and review complex federal and multi-state tax returns and workpapers for individuals, partnerships, trusts, and corporations, ensuring accurate and timely completion.
  • Staff Supervision: Work closely with staff to ensure individual and business tax returns are completed accurately and on time, providing ongoing learning opportunities and growth.
  • Research and Analysis: Conduct research and evaluate tax situations from various angles to ensure maximum tax benefits are applied, enhancing business owner cash flows.
  • Communication: Communicate directly with clients on various related matters, including federal and state inquiries and tax notices.
Qualifications
  • Bachelor's Degree in a related field and active CPA license.
  • Master's Degree a plus.
  • 7+ years of relevant income tax experience with advanced understanding of S-corp basis, partnership allocations, tax liability analysis, and planning.
  • Advanced technical tax skills with a focus on pass-through entities and their principals, especially with real estate expertise in 1031s, TICs, QOZ/Fs, funds, and investment syndications.
  • 1041 experience a plus.
  • High Net Worth experience.
  • Business Advisory Skills.
  • Exceptional written and oral communication skills.
  • Advanced technology proficiency with expert-level proficiency in Microsoft Excel.


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