Join Planwiser as our Tax Director 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 and estate inquiry, 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're on the lookout for an experienced and visionary Tax Director, a leader armed with expertise in accounting, tax, and financial planning, alongside a keen eye for technological integration. If you're enthusiastic about intertwining tax planning with comprehensive financial and estate strategies, PlanWiser offers a transformative space to shape and guide our innovative tax firm. This is your moment to enact meaningful change for our clients and team! Benefits of Joining Us: Competitive salary ranging between $130,000 - $170,000 annually 401(k) matching of 4% Health Reimbursement Option Unlimited Paid Time Off (PTO) Traditional Monday through Friday 8-5 role Team oriented workplace where people will help you succeed Key Responsibilities: Lead and cultivate a high-performing team, striving for excellence in tax returns while embracing a culture of continuous improvement. Directly engage in preparing and reviewing diverse tax returns for individuals, corporations, partnerships, non-profits, and trusts. Drive 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: Experience: 10+ years of progressive tax experience, with a focus on complex, multi-state tax returns for individuals, corporations, partnerships, non-profits and trusts Qualifications: Licensed CPA (preferred) or EA designation Leadership: Proven experience in leading, managing, and developing high-performing tax teams. Tech Savvy: Experience with Intuit Pro Series, Salesforce, QuickBooks is preferred, and adaptable to diverse platforms. Strategic Insight: A thinker who efficiently implements tax solutions for complex client needs. Communication Skills: Strong capability to clearly convey information internally and externally.

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