Planwiser Financial

Join PlanWiser as our Tax Manager

Are you ready to take your career to new heights within a thriving, supportive workplace? Nestled in the vibrant surroundings of Colorado Springs, PlanWiser invites you to join a close-knit team that values innovative tax, accounting, and financial planning solutions. Known for our unwavering dedication to client-first services and a collaborative company culture, we’re passionate about promoting both personal and professional development.

About PlanWiser

At PlanWiser, we differentiate ourselves through a comprehensive, impactful service suite, meticulously catering to individual needs and small business demands. From tax preparation, tax planning, and financial planning to investment management and estate planning, we strive to deliver exceptional foresight. Our small business clientele benefits from specialized tax preparation, strategic tax planning, detailed bookkeeping, and dependable payroll services, ensuring success and sustainability.

The Opportunity

We are seeking a seasoned professional with a balance of accounting, tax and people skills. The ideal candidate will have a wide range of experience in accounting and tax alongside a keen eye for technological integration. The candidate will have solid experience cleaning up client’s books and coaching clients in maintaining their own books. The individual will also be able to develop tax strategies for clients, have strong computer skills and experience reviewing the work of staff. This is your moment to enact meaningful change for our clients and team!

Benefits of Joining Us:

• Competitive salary ranging between $90,000 - $150,000 annually
• 401(k) matching of 4%
• Health Reimbursement Option
• Unlimited Paid Time Off (PTO)
• Team oriented workplace where people will help you succeed

Key Responsibilities:

• Directly engage in preparing and reviewing diverse tax returns for individuals, corporations, partnerships, non-profits, and trusts
• Ensure efficiency in tax preparation and planning via Intuit Pro Series, Salesforce, and QuickBooks
• Partner with the owner to evaluate and possibly transition from Intuit Pro Series to a more suited tax software for our firm
• Guide clients on intricate tax matters including income tax, estate and gift tax, charitable giving, and multi-state tax considerations
• Collaborate with financial advisors to deliver integrated, wealth-enhancing planning and strategies
• Foster robust client relationships, offering proactive strategies to minimize liabilities and maximize after-tax wealth
• Stay current with tax law updates; ensure your team and clients are informed promptly and accurately
• Enhance our tax processes through technology and strategic operations collaboration for optimized client outcomes

What We're Looking For:

• 5+ years progressive tax preparation experience with individuals and entities
• Licensed CPA (preferred) or EA designation
• Proven experience reviewing the work of other tax preparers
• Experience with Intuit Pro Series, Salesforce, QuickBooks and adaptability to diverse platforms
• Strategic thinker who efficiently implements tax solutions for complex client needs
• Strong communication skills to clearly convey information internally and externally