Tax Manager

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Would you like a clear track for advancement and facilitate personal growth?

Would you like to work with sophisticated clients, yet still maintain personal relationships?

Would you like to be in a firm that walks the talk on work-life balance: offering flexibility in your personal life?

Would you like to be in a firm where compensation is in the top echelon of the profession?

Would you like to be part of a firm where there is minimal staff turnover?

If you answered yes to the above, Biggs Kofford is the right place for you.

Who we are:

Biggs Kofford is a boutique CPA firm, with approximately 50+ staff, located in Colorado since 1982. We go beyond traditional compliance work to provide our clients with a full range of services designed to help them achieve their financial goals. We focus on closely held middle-market businesses, and our forward-thinking approach helps these entrepreneurs through all phases of their business life cycle, including acquisition, growth, and exit.

Clients are served by collaborating across departments and by allowing consultive interactions early in the career of our employees. Part of our uniqueness can be demonstrated by our firm being organized as an S-Corp vs. a traditional CPA partnership.

We believe in fostering a work environment where our core values guide everything we do. Our commitment to being solution-oriented, building personal relationships, maintaining professionalism, embracing interdependence, and focusing on long-term success and growth is at the heart of our culture. We’re looking for individuals who share these values and are excited to contribute to our mission.

HNW Tax Manager Position:

Biggs Kofford is seeking a Tax Manager that can lead the high-net-worth (HNW) tax planning and compliance segment of our firm. Many of Biggs Kofford’s clients are successful business owners who have accumulated substantial net worth. These clients look to Biggs Kofford for much more than tax compliance. The HNW Tax Manager should be capable of advising clients on tax and estate planning techniques and working with other financial advisors to develop successful planning strategies for these high-net-worth individuals and families.

Location:

Choice of office in Northern Colorado Springs or Denver Tech Center

Compensation range:

$120,000 – $200,000 per year

What we offer:

• Annual bonus potential of up to 10% of base salary
• 401k company contribution up to 5% of your salary
• Fully paid individual health insurance
• Continuing education
• Health savings account
• Life insurance
• Vision Insurance

What you’ll be doing:

• Manage a portfolio of high-net-worth individuals and real estate partnerships, serve as their trusted advisor, and provide strategic tax planning and compliance services.
• Lead and manage tax planning engagements for HNW clients—covering compliance, estate and gift planning, trust taxation, and multigenerational strategies
• Provide tax planning, including wealth transfer planning, charitable trust structuring, and lifetime gifting strategies
• Collaborate with estate planning attorneys, financial advisors, and family offices to design tax-efficient solutions
• Prepare, review, and deliver individual, fiduciary, trust, estate, and gift tax returns for high‑net‑worth clients
• Conduct technical tax research, interpret changing tax laws and regulations impacting HNW individuals, trusts & estates, and clearly communicate outcomes to clients
• Ensure timely, accurate, and compliant filings and act as liaison with IRS or state tax authorities when needed
• May participate in business succession planning or related advisory services for family-owned or closely held business clients
• Charitable planning, including structuring and compliance for Private Foundations

Education, Experience, and Other Qualifications:

• Certified Public Accountant required.
• Minimum 6+ years related experience.
• Demonstrated aptitude building client relationships
• Strong problem-solving skills.
• Effective communicator with all levels of organization, written and verbal
• Business development ability and experience.
• Self-motivator with a high level of attention to detail, deadlines, organization, and time management
• Proactive, solution-oriented approach to tax planning
• High level of discretion and professionalism when dealing with confidential financial matters

• Seniority level
  
  Mid-Senior level

• Employment type
  
  Full-time

• Job function Finance
• Industries Accounting

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