Top 3 Tax associate (growing firm) Jobs in Greeley, Co

Tax Associate
Perspective Wealth Advisors —Loveland, CO
- $25 - $35 an hour
- Part-time
- Hybrid work
- Mid-level
- Office
- Flexible schedule
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Tax Manager or Senior Manager - Ultra-High Net Worth Practice
Frank Rimerman and Co LLP —United States
- $120,000 - $230,000 a year
- Full-time
- 6 years
- Management
- CPA

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Tax Manager
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Tax Associate

Perspective Wealth Advisors
Loveland, CO

Quick Apply

Job Details

Part-time
$25 - $35 an hour

Benefits

Flexible schedule

Qualifications

Tax preparation software
AI-driven automation

Full Job Description

Tax Associate (Growth Opportunity)

Pay: $20–35/hour
Schedule: Part-Time (15–25 hours/week)
Location: Loveland, CO (Hybrid available after onboarding)
Reports To: Director of Operations

About the Role

This is not a seasonal tax preparation role.

We're looking for someone who can independently prepare tax returns while helping us build a growing tax practice. The ideal candidate takes ownership, solves problems, embraces technology, and wants to expand beyond traditional tax preparation responsibilities.

You'll work directly with a CPA, gain exposure to tax planning and practice operations, and have the opportunity to grow with the firm over time.

Who Thrives Here

You may be a great fit if you:

Take ownership without being asked.
Enjoy improving processes and finding better ways to get things done.
Are comfortable using technology and AI tools.
Want exposure beyond preparing tax returns.
Enjoy working in a growing business where your contributions matter.
Are interested in expanding your responsibilities over time.

This Role May Not Be a Fit If:

You are only looking for seasonal tax work.
You prefer being handed specific tasks and a manager directing your activities
You want a position focused exclusively on tax preparation.

Minimum Requirements

Experience independently preparing individual Form 1040 tax returns.
Ability to prepare standard individual returns with limited supervision.
Comfortable learning and using technology and AI tools.
Must be located in Colorado.

Preferred Qualifications

Experience in a CPA firm, tax preparation firm, or financial services environment.
Experience with tax software, CRM systems, and client portals.
Experience preparing 50+ individual tax returns.
Working toward a CPA license or interested in long-term growth within the profession.

Key ResponsibilitiesTax Preparation & Client Service

Prepare individual tax returns (Form 1040) for CPA review.
Analyze tax documents and identify missing information.
Communicate directly with clients regarding tax questions and document requests.
Prepare extensions, estimated tax payments, and state filings.
Assist with tax notices and resolution workflows.
Ensure tax returns are completed accurately and on time.

Tax Operations

Manage tax client onboarding and document collection.
Review incoming documents for completeness and accuracy.
Monitor workflow status and proactively address bottlenecks.
Manage e-file processes and filing confirmations.
Help maintain an organized and efficient tax preparation process.

Growth & Process Improvement

Identify opportunities to improve workflows and client experience.
Help build scalable processes as the tax practice grows.
Leverage technology and AI tools to improve efficiency.
Support firm initiatives and other duties as assigned.

What Success Looks Like

Consistently prepares accurate, high-quality tax returns.
Demonstrates initiative and strong follow-through.
Takes ownership of client issues through resolution.
Identifies and implements workflow improvements.
Contributes to the growth of the tax practice.
Delivers an exceptional client experience.

Pay: $25.00 - $35.00 per hour

Benefits:

Flexible schedule

Application Question(s):

Are you within driving distance to Loveland, Colorado?

Experience:

Tax: 1 year (Required)

Work Location: Hybrid remote in Loveland, CO 80537

Quick Apply

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tax associate (growing firm) jobs in greeley, co

Tax Associate

Tax Manager or Senior Manager - Ultra-High Net Worth Practice

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