Full Job Description
Due to continued organic growth, the firm is seeking a Tax Manager to join its Dallas office. This role provides leadership across complex tax engagements including preparation and review of partnership, S corporation, individual, and fiduciary tax returns while serving as a trusted advisor to clients.
The Tax Manager will play a key role in supervising engagements, mentoring staff, and supporting practice development initiatives while working closely with firm leadership in a collaborative, client focused environment.
Schedule: Hybrid work environment
Reports to: Tax Partner
Responsibilities
- Establish and maintain strong client relationships while delivering exceptional client service
- Prepare and review complex tax returns including Forms 1065, 1120S, 1040, and 1041
- Prepare and review tax estimates and projections for individual and business clients
- Research and interpret complex tax issues and apply solutions to client specific situations
- Provide technical guidance on tax planning strategies and compliance matters
- Supervise tax engagements and special assignments in accordance with firm policies and procedures
- Review work prepared by staff accountants and provide coaching and development feedback
- Maintain high attention to detail throughout the tax preparation and review process
- Collaborate with partners and firm leadership on client advisory matters
- Participate in practice development initiatives including expanding services to existing clients
- Identify opportunities to improve engagement processes and enhance client service delivery
- Support firm initiatives and additional projects as assigned
Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- Active CPA license required
- Five to seven years of public accounting tax experience
- Experience preparing and reviewing partnership, S corporation, individual, and fiduciary tax returns
- Strong technical knowledge of federal tax compliance and planning concepts
- Experience supervising staff and reviewing engagement workpapers
- Strong communication and client relationship management skills
- Professional presence with leadership and mentoring capabilities
- Highly organized with strong attention to detail
- Proficiency with technology including Excel and QuickBooks
What's In It For You
- Competitive base salary
- Comprehensive benefits package
- Hybrid work flexibility
- Collaborative and professional firm culture
- Opportunity to work with high net worth clients and complex tax engagements
- Leadership exposure and mentorship from experienced partners
- Career advancement within a nationally recognized CPA and wealth management environment