Job Description

Job Title: Tax Manager Location: Dallas, TX Job Type: Full-Time (Direct Hire) Industry: Tax, Accounting, and Wealth Management Client: Confidential About the Company: A Dallas-based firm provides detailed tax planning, outsourced accounting services, and wealth management through a concierge/family office model. The firm is committed to staying on the cutting edge of technology, staff development, and training. Its clients are primarily: Business owners requiring integrated personal and business tax strategies High-net-worth individuals seeking advanced tax planning solutions The company’s top priority is delivering value through strategic planning and measurable tax savings. Key Responsibilities: Serve as a professional and responsive point of contact for clients Oversee the end-to-end process of tax return preparation Prepare, review, and plan for federal and state tax returns (individual, corporate, partnership, trust, and nonprofit) Conduct financial statement analysis with tax-focused adjustments Meet with clients to discuss returns, planning, and tax strategies Represent clients before the IRS when necessary Analyze and respond to IRS notices Create and review workpapers Prepare tax estimates and projections Qualifications: CPA license required Bachelor’s degree in Accounting or related field from an accredited institution Master’s degree in Taxation or Finance preferred Minimum 5 years of experience with complex tax returns (Forms 1041, 1065, 1120, 1120-S, and 990) Strong proficiency with tax and project management software Experience with QuickBooks (desktop and online) High level of professionalism, discretion, and reliability Strong leadership and communication skills Motivated, detail-oriented, and ethical Essential Functions: Act as a liaison across business lines and client services Provide clients with data-driven best practices and support Ensure timely and accurate information flow Manage correspondence and direct internal communications Maintain professionalism in all interactions Handle confidential matters with discretion Participate in weekly administrative team meetings Support leadership with special projects as needed Benefits and salary information will be discussed during the interview process. Apply today to be considered for this opportunity with a well-respected firm in Dallas that prioritizes professional growth, innovation, and client success. 9854616 #J-18808-Ljbffr Kelly

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