Kelly
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
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