Tax Operations Specialist – Denver, CO

Gen II is looking for a full-time Tax Operations Specialist to join our growing team of professionals.  The Tax Operations Specialist will organize and coordinate tax administration and procedures, to ensure organizational effectiveness, efficiency, and assist the tax professionals. This position is responsible for working with the Tax Operations Manager to employ efficient tax processes, facilitate client deliverables, and track/manage organizational information for real-time analysis and communication with clients.

This position carries out the responsibilities in the following functional areas:

  • Support tax administrative duties in the office
  • Identify opportunities for process and office management improvements
  • Supervise and monitor any part-time or seasonal help
  • Assist in onboarding new tax professionals to the firm
  • Participate actively in the planning and execution of tax team events
  • Organize the output and distribution of client deliverables
  • Organize, sort, and file tax information received from clients and investments
  • Monitor investment portals and save pertinent tax information
  • Monitor tax notices and other relevant tax mailings
  • Track team credentials
  • Become an admin on various tax software

Gen II is required by law to include a reasonable estimate of the compensation range for this position.  This compensation range takes into account a variety of factors that are considered in making compensation decisions.  A reasonable estimate of the range is $55,000 – $75,000, along with a generous benefits package.


Qualified candidates will possess the following experience and qualities:

  • Comfortable exercising independent judgment and critical thinking in a continuously evolving environment
  • Accurate and detail-orientated
  • Self-starter and motivated
  • Excellent communication and interpersonal skills
  • Advanced PC skills with proficiency in MS Office including MS Word, Excel, and PowerPoint
  • Bachelor’s degree or equivalent experience preferred
  • Prior experience as a paralegal or general office administration preferred