Senior Tax Advisor

Job Description

Job Description

Senior Tax & Accounting Advisor

Hybrid Role | East Dallas | Garland | Mesquite | Rockwall

Base Comp - $90-120K + 100% Employer Paid Benefits

You Didn't Get Into Accounting Just to be siloed into one area or specialty. You did it to make a difference in your clients' lives and businesses. 

We are currently partnering with an East Dallas client that understands that and has built a firm around that similar mindset.

Our client is a growing, forward-thinking CPA and advisory firm that believes the best accountants do more than report what happened. They help clients figure out what happens next.

For nearly two decades, the firm has consistently grown by building long-term relationships with privately held businesses and their owners. Today, advisory services represent one of the most important and fastest-growing areas of the practice.

We are looking for an experienced Senior Tax & Accounting Advisor who wants to be part of that next chapter.

This isn't a back-office tax position where you prepare a return, send it up the chain, and move on to the next file.

You'll work directly with business owners, understand their businesses, own the accounting and tax work behind the relationship, and help clients make better decisions.

If that's the kind of accountant you've become, or the kind of career you've been looking for, keep reading.

In this firm, accountants are client-facing professionals.

You won't spend your career hidden behind spreadsheets while someone else has the interesting conversations.

You'll have the opportunity to:

• Build meaningful, ongoing relationships with business owners
• Understand not only their tax situation, but how their businesses actually operate
• Own client relationships from accounting and compliance through planning and advisory
• Help clients understand the story behind their numbers
• Participate in advisory conversations involving growth, planning, profitability, succession, and other real-world business decisions
• Work with clients across multiple industries and continually expand your business knowledge
• Become a more complete accountant and trusted business advisor

The technical work matters here. So does the person doing it.

What You'll Do

You'll independently manage the day-to-day tax, accounting and compliance needs of a portfolio of privately held businesses and their owners.

That will include:

• Preparing and managing business tax returns, with a strong emphasis on 1065s and 1120s returns
• Preparing related 1040 individual returns for business owners
• Preparing and maintaining client accounting and bookkeeping along with support from bookkeeping staff
• Handling payroll tax and sales tax filings
• Working independently across the different accounting and compliance needs of your clients
• Communicating directly with clients rather than relying on a manager or partner to manage the relationship
• Asking the right questions to understand what is happening inside a client's business
• Helping clients understand their financial information rather than simply delivering it
• Identifying issues and opportunities that extend beyond tax compliance
• Participating in advisory and planning conversations with business owners
• Helping clients think through important decisions involving both their businesses and their futures

This role is for someone who likes the whole picture, not just one piece of it.

Are you a great fit? You will be if...

• You genuinely enjoy working with business owners
• You're naturally curious about how businesses work and why owners make the decisions they make
• You're comfortable sitting across the table from a client and leading a conversation
• You don't just want to know the numbers. You want to understand why they're there and what they mean
• You can explain tax and accounting concepts without making the person across the table feel like they need an accounting degree
• You enjoy variety and would rather understand the whole client than spend your career specializing in one narrow piece of a tax return
• You have the confidence to work independently and take ownership
• You also have the humility to say, "I don't know, but I'll find out"
• You believe being a great accountant requires both technical ability and people skills
• You are Hungry, Humble and Curious
• You want to become increasingly valuable to your clients, not simply increasingly technical

We're looking for someone with a strong foundation in both tax and accounting, including:

• Approximately 5+ years of public accounting experience
• Strong experience preparing 1065, 1120s and 1040 tax returns
• Hands-on accounting and bookkeeping experience
• Experience working with payroll tax and sales tax compliance
• The ability to independently manage your work and the various needs of your clients
• Strong written and verbal communication skills
• Confidence interacting directly with business owners
• A solid understanding of how financial statements, accounting and tax intersect
• The judgment to recognize when something requires additional research or collaboration

A CPA or EA credential is valuable, but we're equally interested in the depth of your experience, your ability to serve clients and the kind of professional you are.

Our client is absolutely A Firm That's Building for the Future

This isn't a firm trying to figure out what it wants to become or seeking PE support. This is a firm that has build a next-generation leadership team with sustained growth and tenure.

It has grown consistently for nearly two decades, averaging over18% year-over-year growth for the past 19 years.

The firm has grown from its entrepreneurial beginnings into a multi-office organization with a diverse team serving businesses throughout North Texas.

And they're still building.

There is an established succession plan for the next generation of leadership, continued investment in the firm's advisory practice, and an expectation that the organization will continue to grow.

For the right person, that creates something increasingly difficult to find in public accounting: a place where you can see both your impact today and your opportunity tomorrow.

This position is based in the firm's Rockwall office and operates on a hybrid schedule:

• Four days each week in the office
• One work-from-home day, typically Tuesday or Wednesday
• Half-day Fridays during much of the year

You'll work alongside a close-knit team in an environment where relationships matter, people know one another and accountants are trusted to take ownership of their work and their clients.

Compensation

The anticipated base salary range for this position is $90,000 to $120,000, depending on experience, credentials, and the value you can bring to the role.

Timing Matters. So Does Doing Things the Right Way.

We understand that we're approaching the fall tax deadlines, and we're not looking for someone who is willing to walk away from their current team at the worst possible time simply to start a new job.

In fact, professional loyalty matters to our client and to us.

If this opportunity sounds interesting but you feel an obligation to help your current firm through September or October deadlines, we'd still like to have the conversation.

The right fit matters more than forcing the wrong timeline.

Maybe You're Ready to Become More Than the Person Who Prepares the Return.

If you're an experienced tax and accounting professional who enjoys business, enjoys people and wants to have a more meaningful role in the success of the clients you serve, we'd like to talk with you.

No pressure. No sales pitch.

Just a conversation about where you've been, where you want your career to go and whether this could be the right place to get there.