Tax Partner - Family Office

Location: Dallas, Texas, United States; consistent onsite presence at the firm office and travel to client sites required.

Company

hirify.global provides professional services to middle-market clients, helping family enterprises and other organizations manage complexity and achieve long-term goals.

What you will do

• Lead tax engagements and serve as a senior client service, relationship, or capability leader for complex family office needs.
• Advise single-family, multi-family, and virtual family offices on structuring, modeling, succession planning, wealth transfer, and tax compliance.
• Manage teams delivering entity, individual, fiduciary, gift, and estate tax services across capabilities, industries, geographies, and specialists.
• Oversee client portfolios, engagement economics, quality, billing, collections, resources, and delivery expectations.
• Identify technical tax matters and business opportunities, deepen client relationships, and support pipeline and referral-driven growth.
• Coach tax professionals and build technical capability, leadership depth, and integrated client service.

Requirements

• Bachelor's degree in Accounting or a related field.
• Active CPA license or equivalent professional credential in the state of residence or primary office.
• At least 12 years of tax experience in public accounting, including the ability to identify, sell, and deliver tax services to middle-market clients.
• Strong computer skills, including Microsoft Excel proficiency, and effective project management across multiple priorities.
• Clear and professional communication with clients and firm personnel.
• Ability to maintain consistent onsite presence during core business hours, regularly report to the firm office, travel to client sites, and work extended or non-standard hours when required.

Nice to have

• Experience serving family enterprises, family offices, or multi-family offices.
• Expertise in partnership taxation, flow-through entities, trusts and estates, fiduciary taxation, estate and gift tax, or complex family office structures.
• Experience with governance, succession planning, family office operations, multigenerational wealth transfer, or business transitions.
• Business development experience with clients and centers of influence such as attorneys, bankers, and investment professionals.
• Experience in a Big Four or national accounting firm, family office, private wealth advisory firm, or wealth management organization.

Culture & Benefits

• Flexible scheduling designed to support work-life balance while maintaining client service.
• Competitive benefits and compensation package.
• Collaborative environment focused on mentorship, relationship building, and cross-functional client service.
• Use of digital tools, standardized processes, and global workforce capabilities to improve efficiency and client experience.