Tax Planning Strategist- Trust & Estate

TAX PLANNING STRATEGIST- TRUST & ESTATE

Location:  Colorado Springs, CO and/or Denver, CO- This position is in office and not remote eligible

Compensation: $120,000-$200,000 per year based off experience

Who We Are:

Stockman Kast Ryan + Co is a well-established CPA firm based in Colorado Springs. We are rapidly growing and expanding into the Denver market! This position could work out of either COS or Denver location.

At SKR+CO we work hard and play hard. Our biggest asset is YOU. With our competitive compensation, benefits, and fantastic culture, we love to have fun at work and at multiple company events throughout the year. And how about 36-hour work weeks, 17 weeks a year, during May-July, and late October through December?!

What We Offer:

• PTO: 4 weeks accrued per year for full-time employees or 5 weeks based on experience (increases with firm tenure)
• 8 paid holidays
• 401(k) Plan, 3% annual match (100% vested immediately)
• Medical insurance, Dental insurance, Vision insurance
• $25K life insurance (company paid)
• Short-term disability, long-term disability (company paid)
• Company-paid events (Happy Hours, Employee Appreciation week, Friends + Family Event, and many more!)
• Robust training program
• March/April- complimentary meals 4 nights a week
  • …plus, many more perks and benefits

What We’re Looking For:

• Bachelor’s degree in accounting, finance, or related field.
• JD/LLM in Taxation.
• CPA preferred but not required.
• 8+ years progressive experience of wealth planning and working with high-net-worth individuals and families.
• 4+ years of management/supervisory experience.

What You’ll Be Doing:

As a Tax Planning Strategist, you will be responsible for facilitating the delivery of Stockman Kast Ryan + Co capabilities to high-net-worth individuals and families. You will focus on serving owners of closely held businesses, multigenerational families, and trustees who have or require complex estate and income tax planning. In addition, you will be a leader and work with a highly engaged team and high-quality clients that appreciate our value.

Essential Duties:

• Develops a thorough understanding of needs, goals, and financial position to help clients strategize in a clear and supportive manner.
• Advise and analyze overall personal financial condition including complex retirement plans, estate plans, wealth transfer, investments, taxes, insurance, cash flow, cash management and budgets.
• Maintain current in-depth knowledge of and be able to read and interpret estate planning documents such as trusts and wills and be able to recommend planning ideas to our clients.
• Review complex Federal estate and gift tax returns, complex trust income tax returns, and estate income tax returns.
• Maintain current in-depth knowledge of legal, tax, and regulatory requirements.
• Lead the intake of new estates, assist the client with estate administration issues, help them gather needed information, oversee return preparation, tax calculations/payments, and assist attorneys with estate asset inventories, and numerous other requests.
• Actively assist in identification of opportunities to expand client and advisor relationships.
• Deliver exceptional talent experience by building collaborative teams, developing, and mentoring team members.
• Other duties and responsibilities as assigned.

Competencies:

• Able to demonstrate strong leadership skills and be a role model to managers and staff.
• Possess proven excellent verbal and written communication skills.
• Possess executive presence - need to be able to be primary contact for the client, prepare and present presentations to clients and potential clients.
• Possess excellent client development/relationship-building skills.
• Possess excellent decision-making skills.
• Must be organized and can set priorities and meet deadlines while working independently.