Heirloom Tax Solutions · 1 day ago
🌟 Client Services Manager (Tax Operations & Tax Equity Investments)
Greenwood Village, CO
Full-time
Onsite
Mid Level
$60K/yr - $90K/yr
3+ years expHeirloom Tax Solutions is seeking a Client Services Manager to support the firm’s growing tax compliance, advanced planning, and tax-equity investment business. This role serves as the central coordinator across client experience, workflow management, and planning support for high-net-worth individuals and closely held business owners.
Financial Services
Responsibilities
Serve as a primary relationship contact for tax compliance and tax-equity clients
Coordinate client onboarding, engagement letters, and annual planning calendars
Proactively manage document requests, timelines, and deliverables for complex client structures
Maintain a white-glove client experience consistent with Heirloom’s brand
Manage workflows for tax compliance, planning engagements, and tax-equity investments
Coordinate between Tax Director, CPAs, advisors, external preparers, legal counsel, and investment sponsors
Track deadlines related to tax filings, investment closings, and post-investment reporting
Prepare workflow summaries, investor relations updates, and status reports
Support planning related to tax-equity investments, including renewable energy credits (ITC), film finance, and charitable structures
Assist with gathering, organizing, and reviewing client documentation
Support planning inputs, assumptions, and illustrations (non-CPA analytical support)
Assist the Tax Director with capacity planning, utilization tracking, and engagement prioritization
Assist Tax Department with data entry for business and individual tax returns
Collect, organize, and quality-check tax and investment source documents
Maintain secure digital client files and investment records
Qualification
Required
Minimum of 3 years of experience working with High Net Worth (HNW) clients
Experience in tax operations, public accounting support, family office, business banking, or wealth management environments
Strong familiarity with complex tax structures, pass-through entities, and multi-entity clients
High attention to detail with strong organizational and communication skills
Preferred
Bachelor's degree in Business or a related field preferred; equivalent professional experience considered
Experience working alongside CPAs, attorneys, and family offices
Experience with client management in a private bank, wealth management firm, or high net worth tax shop
Benefits
401(k) + company match of 8%
Medical, dental, and vision insurance for full-time employees. Benefit eligibility and details will be discussed during the offer process.
Unlimited paid time off so you can recharge
Growth opportunities in a fast-expanding firm
Company
Heirloom Tax Solutions
We specialize in sophisticated, IRS-backed tax strategies designed to help high-income earners, business owners, and investors legally reduce their tax burden while building long-term financial security.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase