Senior Tax Planning Strategist - Denver
1 month ago

Job Summary
We are looking for a Senior Tax Planning Strategist (CPA) to work directly alongside advisors, families, and business owners.This role is designed for a CPA who enjoys forward-looking strategy, client conversations,
and building something meaningful—not grinding through tax season in a traditional firm.
- 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
Job description
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