Estate Planning Consultant jobs in Colorado

At TRPG (a subsidiary of Cetera Financial Group), we value continuous process improvement with the goal of making things more efficient while providing a better experience for our clients and demonstrating a mindset of owning and seeing issues through to resolution. Retirement Planning Group (affiliate of Cetera Financial Group) is currently searching for a Sr. Tax Advisor. As an experienced Tax Advisor, you know how to work with individual, corporate, and S-Corp clients. You collect, organize, and interpret information with ease and understand the impact of your work. This position will be located based out of our Denver, CO, St. Louis, MO, or Leawood, KS office.

What you will do:

• Work with the client directly to prepare both personal and business tax returns, prepare projections, and calculate tax estimates
• Provide timely and high-quality client service in response to client inquiries
• Work with advisors regarding different client situations and prepare analysis on tax outcomes of transactions
• Communicate with business owners regarding owner payroll and provide insight on how much would be required for their business
• Meet with clients on an annual/semi‐annual basis to discuss changing business needs
• Willing to work with high‐net worth clients
• Follow up with clients regarding changes in the tax laws and regulations
• Respond to IRS and state notices as needed on the client behalf

What you need to have:

• 3-5 years of experience in taxes
• Experience in preparing S-Corp, C-Corp, Partnership, and Individual returns a must
• BA/BS degree in accounting or equivalent experience
• CPA or EA preferred
• Skill in utilizing CCH tax software a plus

Compensation:

The base annual salary range for this role is $80,000 to $115,000, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.