Tax Manager / Tax Advisor

Denver, CO | Boutique Wealth Management Firm

Are you ready to step away from the grind of traditional public accounting while taking ownership of something you're excited to build?

Our established boutique wealth management firm is seeking a Tax Manager / Tax Advisor to lead and continue expanding our growing Tax Services division. Launched last year, this service line has already established a strong foundation with 70-80 tax clients served during the most recent busy season. We're looking for an experienced tax professional who is passionate about client relationships, strategic tax planning, and helping shape the future of a growing practice.

This is a unique opportunity to combine technical tax expertise with comprehensive wealth management, working alongside an experienced team of financial advisors to deliver holistic planning solutions for high-net-worth individuals and families.

What You'll Do

As the leader of our Tax Services practice, you'll play a key role in both client service and the continued growth of the department.

Responsibilities include:

• Prepare, review, and sign individual and business tax returns.
• Provide proactive tax planning and strategic tax advisory services throughout the year.
• Partner closely with our in-house wealth management team to deliver integrated financial and tax strategies.
• Serve as a trusted advisor and primary point of contact for tax clients.
• Continue building and growing the Tax Services offering through exceptional client service and relationship management.
• Identify planning opportunities that create long-term value for clients.
• Help refine processes and contribute to the evolution of the tax practice as it continues to scale.

Why This Opportunity?

This isn't just another Tax Manager position—it's a chance to help shape a growing business within an established, highly respected wealth management firm.

You'll enjoy:

• The opportunity to lead and grow an expanding service line with significant long-term upside.
• Meaningful client relationships focused on advisory work rather than transactional compliance.
• A collaborative environment where tax and wealth management work together to deliver comprehensive planning.
• Significantly better work-life balance than traditional public accounting, including more manageable busy seasons.
• The backing of an established firm while enjoying the entrepreneurial feel of building something new.
• Clear opportunities for professional growth and increased leadership as the practice expands.

What We're Looking For

• CPA or EA required.
• 3+ years of public accounting tax experience with strong technical expertise.
• Experience preparing and reviewing individual and business tax returns.
• Passion for tax planning and advisory work—not just tax compliance.
• Strong client relationship and communication skills.
• A collaborative mindset and desire to work alongside financial advisors to deliver comprehensive client solutions.
• Someone who enjoys building, improving, and growing a business line.

If You're Looking For...

• Fewer hours and a healthier work-life balance.
• More meaningful client interactions.
• The ability to influence the direction of a growing practice.
• A leadership opportunity without the pressure of traditional public accounting.
• A firm that values collaboration, relationships, and long-term client success.

We'd love to hear from you.

Join a firm where your expertise will have a direct impact—not only on your clients, but on the future of an exciting and growing Tax Services practice.

If interested you can apply to this position or email your resume to sean.westhorpe@levelociti.com

To view additional roles we are recruiting for, please visit: https://levelociti.com/job-search/