EdgeRock Wealth Management · 1 month ago
Senior Tax Planning Strategist
Denver, CO
Full-time
Onsite
Mid, Senior Level
2+ years expEdgeRock Wealth Management is expanding their Family Office services and looking for a Senior Tax Planning Strategist (CPA) to work directly alongside advisors, families, and business owners. This role focuses on strategic tax planning for high-net-worth families and business owners, emphasizing proactive strategies and impactful client relationships.
AdviceFinancial ServicesRetirementWealth Management
Responsibilities
Manage and oversee straightforward 1040s with a planning-first lens
Lead proactive strategies including: Annual Roth conversion planning, NUA stock strategies, Capital gains and timing optimization
Participate directly in client meetings with advisors as a trusted tax voice
Lead tax strategy for business owners with complex, multi-entity structures, designing and implementing sophisticated planning such as: Entity structure optimization, Advanced deductions (cost segregation, depreciation strategies), Advanced retirement vehicles: Cash Balance Plans, Solo 401(k)s, Mega Backdoor Roths, Strategic use of trusts and tax credits to preserve generational wealth
Speak at small events with our investment team to present EdgeRock’s value to prospective clients
Participate in our Rock Talk podcast and thought leadership initiatives
Help shape and grow our small business owner vertical within the firm
Qualification
Required
Licensed CPA
~2–5 years of tax experience
A strategic thinker who looks for white space—legally and ethically—to minimize tax burden
A strong communicator who can explain concepts like cost segregation or NUA clearly and confidently
Entrepreneurial and excited to help build, refine, and market a growing service offering
Preferred
Exposure to HNW individuals or business owners
Benefits
Competitive base salary
Performance-based bonus tied to growth of this business line
Comprehensive benefits package
Long-term upside as the Family Office platform scales
Company
EdgeRock Wealth Management
EdgeRock Wealth Management is a financial service firm that provides investment products and advisory services.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Kyle O'Dell
Founder & President
Company data provided by crunchbase