Tax Manager or Senior Tax Manager – Business & High Net Worth Individuals (Greenwood Village)

Tax Manager or Senior Tax Manager – Business & High Net Worth IndividualsGreenwood Village, COBase Salary - $150,000-$200,000+ | Full-timeVariable Compensation – Annual Performance Bonus + Profit SharingWe are seeking an experienced tax professional at the Tax Manager or Senior Tax Manager level to support our growing high-net-worth and advanced tax advisory practice. Title, compensation, and leadership responsibilities will be aligned with experience and capabilities.Why Join This Firm?This firm isn't just building a tax practice — they're building the future of integrated wealth and tax advisory. As the tax division of a premier wealth management firm with over$1 billion in assets under management, this firm sits at the intersection of tax strategy and wealth preservation for high-net-worth families, entrepreneurs, and business owners.This is a rare ground-floor leadership opportunity. As Tax Manager, you won't inherit a bureaucracy — you'll build a tax practice from a position of strength. The capital is committed, the client base is established (200+ clients including 150 individual and 50 corporate), the technology is invested in, and the revenue is already ahead of projections. What we need is the right leader to take this to the next level.Reporting directly to the CEO, you'll have full ownership of the tax practice — setting strategy, building processes, developing the team, and driving growth. This is the kind of role where your decisions shape the direction of the entire business. For the right person, this is a career-defining opportunity with significant financial upside through profit sharing.What You'll DoAs Tax Manager, you'll own the tax practice and drive its growth by:Setting the strategic direction for the tax practice, including pricing, workflow, staffing, and technology decisionsLeading tax preparation, review, and planning for businesses, high-net-worth individuals, trusts, and partnershipsPartnering with the firm's financial advisors to deliver integrated tax and wealth strategies to clientsBuilding and implementing efficient processes, utilization models, and quality control standardsDeveloping and mentoring team members as the practice scalesServing as the primary tax advisor to clients, simplifying complex concepts and building deep relationshipsConducting research on evolving tax laws and proactively advising clients on planning opportunitiesDriving new business development through client relationships and networkingCollaborating with leadership on the firm's five-year growth planWhat Makes You a Great FitWe're looking for a leader who combines deep technical expertise with the vision to build something:8+ years of progressive tax experience, including leadership or supervisory roles.CPA license required (Master's in Taxation, JD, CFP, or PFSTM a plus).Proven track record serving business and high-net-worth clients.Experience building or significantly improving tax practice operations, workflows, or teams.Strategic thinker who sees beyond compliance to proactive planning and advisory.Strong communicator who can simplify complexity for clients and colleagues.Skilled at managing multiple priorities and delivering under deadlines.Experience with tax compliance process software (ProConnect experience a plus).An entrepreneurial mindset — you want to build, not maintain.Perks & BenefitsWe believe in supporting our people the way we support our clients. Here's what you can expect:Competitive base salary ($150,000 – $200,000+).Annual performance bonus.Profit sharing participation.Full medical benefits.401(k) + company match of 8%.Flexible hybrid schedule with emphasis on work-life balance.Unlimited paid time off so you can recharge.Full technology and software investment provided.Growth opportunities in a firm that's just getting started.We will entertain buying a book of business and integrating it into the firm if that applies to your situation.Ready to Make an Impact?At Heirloom, you'll be part of a team that's shaping the future of tax solutions for business and high-net-worth individuals. If you're passionate about tax strategy, love solving complex challenges, and want to make a tangible difference in clients' lives — we'd love to meet you.Apply today and help our clients "Keep More of What's Yours."