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Tax Manager

L6

shahbaz associates cpas pllcColorado Springs, CO3 days ago

$110,000–$130,000

Occupations

Accountants and AuditorsTax PreparersFinancial Specialists, All Other

Industries

Offices of Certified Public AccountantsTax Preparation ServicesOther Accounting Services
About the role: We're hiring an experienced CPA to lead tax work for our real estate, S corporation, and high-net-worth clients. You'll own complex returns from preparation through review, design year-round tax planning strategies, and serve as the technical lead on a group of client relationships. You'll also meet with prospective clients to scope new engagements and prepare proposals. That means you need to be able to explain complex tax issues clearly to business owners and investors. About Shahbaz & Associates CPAsShahbaz & Associates CPAs is a boutique public accounting firm founded in 2024 that serves clients nationwide. Our core work spans real estate tax, tax planning for high-net-worth individuals, partnership taxation, international tax, and outsourced CFO services. The firm is growing quickly and adding a Richmond presence. This role is one of the first hires there, so you'll help shape how we bring on and serve clients.
What you'll do:
  • Real estate tax
  • Prepare and review partnership returns for real estate funds, syndications, and rental property holding entities
  • Advise on depreciation strategy, cost segregation, 1031 exchanges, passive activity rules, and real estate professional status
  • Manage capital accounts, special allocations, and waterfall-driven K-1 reportingS corporations and closely held businesses
  • Prepare and review S corporation returns, including shareholder basis, distributions, and AAA tracking
  • Advise on entity selection, S elections, reasonable compensation, and owner payroll
  • Handle multi-state filings and pass-through entity tax (PTET) elections
  • Tax planning for high-net-worth clients
  • Build year-round tax plans and projections for business owners and investors, and set quarterly estimates
  • Model the tax impact of transactions such as property sales, business sales, and restructurings
  • Present planning recommendations directly to clients
  • Review and client leadership
  • Serve as final technical reviewer on individual, partnership, S corporation, and trust returns
  • Research complex issues and document tax positions
  • Meet with prospective clients to scope engagements and prepare proposals using the firm's pricing framework
Qualifications:
  • RequiredActive CPA license 5+ years of US tax experience in public accounting, including at least 2 years reviewing returns
  • Deep experience with partnership (Form 1065) and S corporation (Form 1120-S) returns
  • Real estate tax expertise: depreciation, cost segregation, 1031 exchanges, and passive activity and at-risk rules
  • A track record of building tax plans and projections for high-net-worth individuals and business owners
  • Ability to explain complex tax issues clearly to clients and prospects
  • PreferredExperience with real estate funds or partnerships, including partnership allocations
  • Multi-state and PTET experience
  • Experience scoping or pricing engagements
  • Big Four or regional firm background
  • Compensation, location, and how to apply
Compensation: $110,000–$130,000 base, depending on experience, plus a 10% origination bonus on first-year fees from clients you bring in through your own network, 3% bonus on firm closed leads, and annual bonus.
Location: Remote, based in the Richmond, VA area
Schedule: Full-time, with heavier hours during tax season
Apply now (opens in a new tab)
Apply now (opens in a new tab)

Level

LeadL6

Salary

$110,000–$130,000

Location

Colorado Springs, CO

Occupation

Accountants and Auditors

Industry

Offices of Certified Public Accountants

Posted

3 days ago

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