Tax Advisor/Manager

Unity Search Group
  • Richardson, TX
  • Instant Apply
21 days ago

Job Description

Unity Search has partnered with a growing North Dallas Wealth Management firm looking to add a Tax Advisor to their team.  This role will be responsible for tax advisory and planning; as well as tax preparation/review for individuals, families, trusts, estates, and closely held businesses.

The Tax Advisor will work closely with the CEO and President of the company; and will also interact with clientele.  This company is growing, so a great time to get in and be a part of the growth!

Qualified candidates will have a Bachelor’s Degree in Accounting, a CPA certification and 4-7 years of experience in public accounting or similar firm.

Numbers & Facts

LocationRichardson, TX

Skills

  • Accountingunmatched
  • Certified Public Accountant (CPA)unmatched
  • Cisco Unityunmatched
  • Customer Relationsunmatched
  • Public Accountingunmatched
  • Tax Planningunmatched
  • Tax Returnsunmatched
  • Wealth Managementunmatched

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