Tax Senior - Tax Supervisor

Tax Senior - Tax Supervisor

 

Progressive, mid?size, full?service Certified Public Accounting and Integrated Wealth Management firm located in Dallas, Texas.

Clients include high-net-worth and high-income individuals and families, businesses and healthcare professionals. The firm offers Tax, Accounting, Business Consulting, Investment Management, Financial Planning, Family Office and Retirement Plan Services.

 

Due to continued growth, we are currently seeking a dedicated Tax Senior with a minimum of 3 years of tax experience in a public accounting firm. This position is responsible for organizing and preparing a broad spectrum of tax returns. Tax preparation, planning and research are performed with direct support from supervisors. Ongoing career development and training are provided.

 

Qualifications

 

• Bachelor’s degree in Accounting, Finance or related field.
• CPA preferred, not required.
• Minimum 3 years of recent experience at public accounting firm in tax related position.
• Experience preparing returns for individuals, partnerships and S corporations preferred.
• Heavy 1040 experience and some review experience required.
• QuickBooks experience highly preferred.
• Strong organizational, writing and verbal communication skills.
• Ability to thrive in a fast-paced, team-oriented environment.
• Ability to maintain a positive working relationship with clients and coworkers.

 

Responsibilities

 

• Exhibit a high level of attention to detail throughout the tax preparation process.
• Exhibit an ability to communicate effectively with staff and supervisors (both verbal and written).
• Organize and prepare tax returns for individuals, partnerships and S corporations.
• Understands complex tax issues and the application to client situations and transactions.
• Prepare and deliver timely a high-quality work product.
• Provide support for and participate in tax planning and tax research for complex tax issues.
• Ability to train and supervise entry level staff and interns.
• We offer competitive compensation and an excellent benefits package including many work/life balance benefits designed to help our employees balance their work and their interests outside the office. In addition, we strive to provide and maintain a positive work environment where each employee feels encouraged to contribute to our processes, decisions, planning and culture.