Tax CPA, Private Client Tax and Planning

Job overview

The Tax CPA, Private Client Tax and Planning role is primarily office-based during busy season in Lone Tree, CO, with negotiable hybrid flexibility. The base salary is $100,000–$150,000 per year, plus revenue-based incentives and client-referral bonuses. Solid Rock Recruiting is conducting the search for an established Denver-area tax practice. The CPA prepares and files individual and business returns while managing client work from information gathering through filing. The role also supports year-round tax planning by developing projections, explaining tax matters to clients, coordinating with financial advisors, addressing tax notices, and helping improve practice processes.

What you'll do

• Prepare individual and business tax returns, including complex and multistate filings
• manage client work from information gathering through preparation and filing
• meet with clients and explain tax matters
• develop tax projections and planning recommendations
• coordinate with financial advisors and other professionals
• address tax notices and help improve processes.

What we're looking for

Skills & competencies

full-time

tax cpa

private client tax

tax planning

lone tree co

hybrid flexibility

$100k–$150k base salary

cpa license

individual tax returns

business tax returns

multistate filings

client relationships

five years tax experience

busy season office attendance

Work arrangement

• Weekend coverage required

Benefits & perks

• Health, dental, and vision insurance
• paid time off
• 401(k) with a 3% match
• CPE and professional-development support
• private office, underground parking, and light-rail access.

Why this role

Requires an active CPA license in good standing and ability to practice in Colorado, at least five years of relevant tax experience, a bachelor's degree in accounting, finance, or a related field, and an active PTIN or ability to obtain one promptly. Drake, trust and estate, and wealth-management experience are helpful but not required.

About the employer

Solid Rock Recruiting LLC is hiring for this role. Industry: Offices of Certified Public Accountants. Sector: 54.