Tax Associate – High-Net-Worth Tax

Job Description

Tax Associate | Bennett Thrasher

The Tone:
This is a full-time role at Bennett Thrasher, located in Denver, CO. Bennett Thrasher is one of the fastest-growing independent CPA firms in the country, renowned for its expertise in serving ultra-high-net-worth individuals and families. This role is crucial for assisting with all stages of tax compliance engagements, providing specialized tax solutions to help clients navigate complex tax landscapes and preserve their wealth. You will contribute to a team that adds significant value to clients by leveraging resources effectively.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person Denver, CO
• Pay: $65000–$80000 yearly
• Team: Part of the personal financial services/high-net-worth team, reporting to Managers and Seniors
• Mission: Assists with the tax compliance process for high-net-worth individuals and families to add value and ensure accurate financial reporting.

What You’ll Actually Do
• Tax Preparation: Prepare accurate individual tax returns for high-net-worth clients, incorporating feedback for continuous improvement.
• Financial Analysis: Analyze financial records and statements to ensure accuracy, completeness, and compliance with reporting standards.
• Client Communication: Communicate professionally with clients, the IRS, and other state authorities under supervision.
• Financial Projections: Develop income tax projections and estimated calculations to support client financial planning.
• Problem Solving: Investigate client financials using critical thinking to resolve any discrepancies and maintain accurate records.

The Must-Haves
• Background: Bachelor’s Degree in Accounting, with a specific plan in place to satisfy the 150-hour requirement for CPA licensure.
• Experience: One busy season of tax experience; actively studying and preparing for CPA certification if not yet obtained.
• Skills: Strong commitment to professional and client service excellence; proven time management, organizational, and prioritization skills.
• Bonus: Master’s Degree in Accounting; exposure to high-net-worth individual returns.