Senior Tax Associate

This role is with a boutique advisory and family office in North Dallas and is ideal for someone who enjoys working on complex tax engagements for high-net-worth individuals and privately held businesses. It\'s a manager-level individual contributor role with no direct reports, so the right person will be comfortable owning more complex return preparation, assisting with return review, and serving as a technical resource for the team. Responsibilities Prepare and review federal and state tax returns for individuals, partnerships, S corporations, and trusts Handle complex tax return preparation and assist with return review Prepare quarterly estimated tax payments Assist with tax planning, projections, and tax research Communicate with clients to gather information and resolve tax matters Maintain workpapers and ensure timely filing compliance Qualifications CPA or CPA eligible 4+ years of small/mid-size public accounting or family office tax experience Experience with individual, partnership, S corporation, and trust taxation CCH Axcess Tax and/or CCH Engagement experience preferred #J-18808-Ljbffr CI Search Group