Tax Manager - Direct Entry Partner in Colorado Springs at Apple & Associates

Date Posted: 2/13/2018

Job Snapshot

Job Description

Well established, highly profitable CPA firm needs a strong Tax Manager ready to move into a direct entry Partnership. The soon to be retiring owner of the firm has a large, well established book of business consisting of small businesses and individual tax clients. A CPA license is required. The Tax Manager / Partner will be in charge of tax compliance, planning, review and preparation; and will supervise a small staff of Tax Accountants, bookkeepers, and administrative personnel. They will have direct client contact and responsibility for client representation with the IRS and state tax agencies. Requires candidates with both strong tax technical skills and a very good credit rating, as they will need to qualify for an SBA loan for 75% of the value of the practice. No cash is required as a private investor will put up the 25% cash required in return for a limited equity position. The firm will consider paying for both interview and relocation expenses, although local candidates are preferred.  

Experienced staff in place and seller will be available to assist the buyer as needed to ensure a smooth transition. This listing is for a CPA practice located in the Colorado Springs, CO area. The owner of this firm does approximately $500k in billings, according to the seller’s 2016 historical information.  This practice provides mainly Tax Preparation services (80.6%), along with some Write-up (9.1%) and Consulting and Review Services (10.3%) for a diverse client base.  This retirement-minded owner will remain as needed, to help ensure a smooth transition.

Positions available nationwide for Tax Managers looking to purchase CPA firms from retiring Partners.


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