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A progressive, mid-size public accounting and integrated wealth management firm in Dallas is expanding and seeking an experienced Tax Manager to support continued organic growth. This role offers the opportunity to work with a sophisticated client base that includes high-net-worth individuals and families, closely held businesses, and healthcare professionals, while playing a meaningful leadership role within the tax practice. The firm provides a comprehensive service platform encompassing tax, accounting, advisory, business consulting, investment management, financial planning, family office, and retirement plan services. This position is well-suited for a CPA who enjoys client interaction, complex tax work, and mentoring future leaders.
Job Responsibility:
Build and maintain trusted client relationships while delivering exceptional service
Prepare and review complex federal and state tax returns, including 1065, 1120S, 1040, and 1041
Develop tax estimates, projections, and planning strategies tailored to client goals
Apply advanced technical knowledge to complex tax issues, transactions, and structures
Ensure accuracy, compliance, and attention to detail throughout all phases of tax preparation and review
Lead and supervise engagements and special projects with minimal oversight
Mentor, coach, and develop staff through training, review, and technical guidance
Contribute to practice development initiatives, including identifying opportunities to expand services with existing clients
Requirements:
Bachelor's degree in Accounting, Finance, or a related field
Active CPA license required
Recent public accounting experience required
5-7 years of progressive tax experience, including preparation and review
Strong organizational, analytical, and communication skills
Confident professional presence with proven leadership and mentoring ability
Self-motivated, proactive, and adaptable in a fast-paced environment
Proficiency with tax technology and tools, including Excel and QuickBooks