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Hybrid Senior Tax Accountant, CPA

Dallas, TX 75201

Posted: 11/07/2023 Employment Type: Permanent Category: Accounting Job Number: 22271 Pay Range: $85,000 - $115,000 DOE Remote Options:

Job Description

A well-established holistic wealth management firm in Dallas, TX is in search of Hybrid Senior Tax Accountant to prepare and complete individual tax returns for high-net-worth clients.  You will be responsible for collaborating with a dedicated team while handling a high volume of tax work and other financial services.  The position involves a blend of technical expertise with tax software tools, along with traditional knowledge of individual and wealth management matters.

You can look forward to joining a friendly and fast-paced team environment that embraces a culture of support for clients, the community and one another.  The position offers a flexible hybrid schedule, competitive salary, 100% medical coverage, 401k, growth opportunities and more!

Pay Range: $85,000 - $115,000 DOE

Responsibilities:

  • Prepare and complete individual federal and state tax returns for high-net-worth clients
  • Collaborate with the team to manage a high volume of tax returns
  • Engage with diverse clientele, understanding and addressing individual financial needs
  • Prepare quarterly tax calculations tailored for individual clients
  • Respond to tax notices and generate related written documents as required
  • Utilize various tax tools efficiently and accurately to complete tax-related tasks

Requirements:
  • Bachelor's degree is required
  • 2-3 years of experience in a relevant field
  • CPA license
  • Proficiency in Excel, Word, Outlook, and PowerPoint
  • Experience with CCH Axcess Tax, CCH Axcess Workflow, TaxCaddy, and/or SurePrep
  • Experience with UHNW tax and planning engagements is preferred

Benefits:
  • 100% medical insurance coverage
  • Dental and Vision insurance
  • 401k with 3% match
  • 10 days PTO
  • 5 days PSL
  • 11 paid holidays
  • Bonus potential
  • Growth opportunities
  • Flexible hybrid schedule
  • Tax prep discounts
  • Friendly work environment
  • New office space

To learn more about this position, submit your application today!

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