Tax Senior Manager - Dallas

Your Role

Build and maintain a personal relationship with clients as the technical tax expert on their planning team

Assist clients by attending client meetings and delivering client’s tax plan

Support the financial advisory team in tax planning related functions

Actively participate in signing and onboarding new clients to the firm

Lead tax client service team for compliance and tax planning

Final review and signing of tax returns (federal & state returns for individuals, corporations, partnerships, trusts, and estates)

Oversee tax projections and tax audits for clients

Coach and develop the team through real-time and consistent feedback

Your Experience

Bachelor’s degree in Accounting and CPA, JD or EA is required; Masters in Taxation or JD preferred

Minimum 5 years of individual, partnership, fiduciary, estate, and gift tax return compliance

Working knowledge of data collection, data analysis and evaluation

Strong computer skills (Windows, MSFT Office, Excel, Adobe Acrobat) and the ability to learn and adapt quickly to new software systems (CCH Axcess Tax, BNA Tax Planner) and tax research tools (BNA Portfolios and RIA Checkpoint)

Experience with ADP, QuickBooks, and databases (i.e. Salesforce) preferred

Strong research skills and knowledge in tax related areas and understanding of the workings of the Internal Revenue Code, Regulations, and other tax pronouncements

Able to manage heavy workloads and projects, many on a time sensitive basis

Excellent oral communication skills, with an ability to interact with a tight-knit team of firm professionals with a range of tax knowledge

Highly motivated with ability to function well in a fast-paced environment with continued growth and development

This role is an in-office, full-time, and exempt position. We are a work from office culture with lots of flexibility.

Some travel is required.

Pay : Competitive annual salary + variable.

Variable Compensation: Eligible for discretionary year-end profit sharing, Restricted Equity Units granted at hire, and an expedited opportunity to convert to Partner status at vest.

Ownership & Financial Wellbeing

Fully paid medical, dental, and vision coverage for employees

401(k) with 100% match up to 3% of annual compensation

Equity ownership opportunities for every employee

New Business Incentive Program

Generous employee referral bonus

Cell phone data reimbursement

Financial planning services discount for employees and immediate family members

Time & Flexibility

Minimum 3 weeks PTO starting Day 1

Winter Break, Summer Friday flex-days, and 10 paid holidays

Unlimited Volunteer Time Off plus company grant matching

Heavily subsidized transit

Growth & Development

100% reimbursement for required training, certifications, licensing, and dues

Personal career development plans

Richer Life Business Partner (coaching for all employees)

Mindful Emotional & Social Intelligence training

Annual professional & personal wellbeing stipend

Connection & Community

Quarterly team-building events

Regular social events

Employee-led book clubs, committees, and affinity groups

Family & Milestones

Paid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)

Adoption benefits

Anniversary milestone celebrations, including a 3-month paid sabbatical at 10 years