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Monterra Halden, LLC

Tax Office Lead: Build Your Team & Client Book

erie, CO

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About this opportunity

Monterra Halden, LLC lists this Tax Office Lead: Build Your Team & Client Book opportunity in erie, Colorado. Review the employer’s description below for duties, qualifications and application requirements.

Job description

Monterra Halden, LLC in Erie, CO seeks a tax professional to lead the office, own the book, and manage client relationships for high‑net‑worth individuals and business owners. You will review returns, sign off, set workflows, calendar season, and mentor staff.

This is not a senior preparer role; ownership is earned by delivering value and building the team. The firm offers health insurance, retirement plan, production bonuses, and generous paid time off as part of a flexible, growth‑oriented

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Worksite address

erie, CO, 80516, US

Who can apply

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