Senior Tax Advisory Group
Tax Professional – Full Time
📍 Colorado Springs, CO
💼 $70K–$100K (Depending on experience)
🎯 Great Benefits
Join a Veteran-Owned Firm Making a Real Difference
Are you a tax pro who loves making things add up—not just on paper, but in people’s lives? At Senior Tax Advisory Group—a veteran-owned and veteran-friendly firm—we help retirees and pre-retirees navigate taxes with clarity, strategy, and a little peace of mind. If you're ready to grow in a role that values service, precision, and purpose, we’d love to meet you.
About Senior Tax Advisory Group
We’re more than just tax preparers—we’re trusted guides in the retirement journey. Our services span tax, financial, legal, and Medicare advising—all under one roof. We help people make confident decisions about their future, and we have a great time doing it together as a team.
What You’ll Do
- Prepare and review individual and small business tax returns, often with a retirement and investment focus
- Provide thoughtful, year-round tax planning for clients who rely on us to guide their retirement income strategies
- Partner with our financial, legal, and Medicare experts to deliver seamless, coordinated solutions
- Explain Roth conversions and tax moves in plain English (clients love that!)
- Use UltraTax, SurePrep, and Zoho CRM to keep everything running smooth and secure
- Stay up to date on tax law changes—and help clients stay ahead of the curve
What You Bring
- Enrolled Agent (EA) required
- CPA is a plus
- 3+ years of experience in individual and business tax preparation
- Strong communication skills and a warm, professional approach
- Experience working with retirees or alongside financial planners is helpful
- Comfort with tech tools and a love for helping people make wise decisions
Why You’ll Love Working With Us
Veteran-owned and proud to hire and support veterans
Competitive salary: $70,000–$100,000 DOE
Great benefits:
- Health, dental, and vision insurance
- 401(k) with 3% company match
- Paid holidays and plenty of PTO
- Ongoing education and development support
- Bonuses tied to performance and client satisfaction
Work Details
- Full-time, Monday–Friday
- In-person at our cozy, client-focused office in Colorado Springs
- No micromanaging, just good people doing great work
- Coffee is strong, laughs are regular, and your voice will be heard
Let's Redefine Retirement—Together
If you’re looking for a place where your tax expertise meets real impact, your teammates are supportive, and your clients are genuinely grateful, we think you’ll feel right at home here.
📩 Apply by sending your resume and a brief cover letter to [email protected]. We can’t wait to meet you.