Job Description

• The office environment is a strong selling point: a brand-new, modern building featuring an on-site fitness center and mountain views, offering a professional yet inspiring workspace.

• Base Salary Range: $90,000 – $145,000 annually (depending on relevant tax preparation experience).
• Revenue Participation: Eligible to earn 17% of revenue generated (13% paid monthly; 4% deferred and paid as a one-time bonus after 5 years of service).
• Referral Bonuses: Additional bonus opportunities ($1,000–$4,000+ per referral) for successful introductions to the firm’s wealth management division.
• Long-Term Incentives: Employees who remain with the firm and meet cumulative growth targets may qualify for a retention bonus.
• Benefits: Comprehensive medical, dental, and vision coverage; 401(k) plan; paid time off; professional development support.

• This position is ideal for a skilled CPA who enjoys working directly with clients and integrating tax expertise into broader financial planning strategies. You’ll advise high-net-worth individuals, families, and privately held businesses, helping them navigate complex tax issues while aligning with long-term financial and wealth goals.
• You’ll collaborate closely with financial planners and investment advisors, contributing tax insights to estate planning, retirement strategies, and investment decisions. The role is in-office, with modern amenities including an on-site fitness facility and a professional, client-facing environment.
• The office environment is a strong selling point: a brand-new, modern building with an on-site gym and a mountain view that makes the workspace as inspiring as it is functional.

• Tax Planning & Compliance: Prepare and review complex returns (individual, corporate, partnership, and trust) while ensuring compliance with federal, state, and local tax regulations.
• Client Advisory: Serve as a trusted tax advisor, presenting complex information clearly. Participate in annual tax reviews and support holistic planning with the broader advisory team.
• Wealth Integration: Partner with financial planners to align tax strategies with investment, retirement, and estate objectives.
• Compliance & Risk Management: Remain current on evolving tax law; represent clients in IRS or state audits when required.
• Collaboration: Work cross-functionally with advisors, portfolio managers, and client service teams to ensure seamless delivery.
• Process Optimization: Recommend efficiencies, leverage technology, and contribute to firm-wide improvements.

• Required:
• Bachelor’s degree in Accounting, Finance, or related discipline.
• Active CPA license.
• Strong track record in tax preparation, review, and planning (public accounting or wealth management setting).

• Preferred:
• Master’s in Taxation or MBA.
• Experience advising ultra-high-net-worth clients or family offices.
• Familiarity with trust/estate planning, alternative investments, and wealth management platforms. Candidate Profile
  • Analytical, detail-oriented, and deadline-driven.
  • Excellent communicator with the ability to explain complex concepts simply.
  • Comfortable working independently yet collaborative in team settings.
  • Client-centric, ethical, and committed to building long-term relationships.
  Equal Opportunity Employer: We value diversity and provide equal employment opportunities to all employees and applicants.
  Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company’s 401(k) retirement plan.

  Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

  EEO Notice

  Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.

  Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact HR@vaco.com .

  Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal .

  By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.

  Privacy Notice

  Vaco by Highspring and its parents, affiliates, and subsidiaries (“we,” “our,” or “Vaco by Highspring”) respects your privacy and are committed to providing transparent notice of our policies.

  • California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here .
  • Virginia residents may access our state specific policies here .
  • Residents of all other states may access our policies here .
  • Canadian residents may access our policies in English here and in French here .
  • Residents of countries governed by GDPR may access our policies here .

  Pay Transparency Notice

  Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:

  • the individual’s skill sets, experience and training;
  • licensure and certification requirements;
  • office location and other geographic considerations;
  • other business and organizational needs.

  With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.

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