DWC CPAs and Advisors · 1 day ago
Tax Manager
Montrose,CO,US
Full-time
Onsite
Senior Level, Lead/Staff
$115K/yr - $150K/yr
8+ years expDWC CPAs and Advisors is a Top 300 Public Accounting Firm seeking a Tax Manager to join their dynamic team. The role involves ensuring clients comply with tax authorities while minimizing tax burdens, conducting reviews of tax returns, and managing client relationships and expectations.
Bookkeeping and PayrollConsultingFinancial Services
Responsibilities
Ensure clients comply with tax authorities while minimizing tax burdens, adhering to firm policies and professional standards
Conduct top-level review of Tax returns, resolving tax issues with clients and involving specialists when needed
Communicate identified tax accrual review issues with clients and Audit
Plan and review tax processes and procedures, including budgeting and staffing
Monitor engagement process and actual time incurred vs. budget with the assistance of Senior staff
Ensure timely billing and manage out-of-scope activities, communicating with clients accordingly
Manage client relationships and expectations in alignment with project requirements
Provide timely advice and guidance to clients
Identify research needs and provide clear analysis
Apply firm and professional standards for tax advice and tax returns
Involve firm specialists as necessary
Assist in developing efficient methods to reduce clients' current and future taxes
Serve as a technical resource and ensure compliance with Firm policies
Frame projects and issues for effective delegation to senior staff and associates
Develop an in-depth understanding of technical and practical issues in specific areas of taxation
Organize and conduct internal CPE training sessions in the area of specialization, involving Firm specialists
Introduce and develop innovative ideas to improve clients' financial positions
Review tax implications studies and offer alternative courses of action
Identify and leverage lessons learned on prior projects, offering input to improve processes and methods
Supervise Tax Staff and Senior Tax Staff on all projects
Review work prepared by Tax Staff and Senior Tax Staff and provide feedback
Train Tax Staff and Senior Tax Staff on all current software tools
Act as a Career Advisor, managing their workload and providing performance feedback
Qualification
Required
Bachelor's degree in Accounting required
Eight or more years of relevant tax experience
Knowledge of tax compliance and consulting principles
Strong analytical and problem-solving skills
Attention to detail and ability to work in a team
Professional communication and documentation abilities
Preferred
MBA or Masters of Accountancy preferred
CPA or EA preferred
Benefits
Competitive pay
Medical, dental, & vision
401k plan with employer match
Health Savings Account (HSA) with employer contribution
Limited Flexible Spending Account (FSA) and Dependent Care FSA with employer match
Generous Paid Time Off (PTO) and PTO advance on first day
Paid holidays
Professional development support
Paid sabbaticals and ownership opportunities.
Company
DWC CPAs and Advisors
DWC CPAs and Advisors is a certified public accounting and consulting firm that provides professional accounting, audit, tax, and wealth advisory services to individuals and businesses of all sizes.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Chris West
Chief Executive Officer
Katie Gresham
Executive Assistant to Chief Executive Officer
Recent News
The Business Times
2025-05-02
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