Tax Partner - Family Office

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

Company

hirify.global provides professional services to middle-market clients through integrated tax, advisory, and accounting capabilities.

What you will do

• Lead tax engagements and serve as a senior client service, relationship, or capability leader for family offices and multigenerational families.
• Advise single-family, multi-family, and virtual-family office clients on structuring, modeling, succession planning, wealth transfer, and tax compliance.
• Manage engagement teams covering entity, individual, fiduciary, gift, and estate taxation.
• Coordinate specialists across capabilities, industries, geographies, and client service teams to deliver integrated solutions.
• Manage client portfolios, engagement economics, billing, collections, quality, risk, and operational performance.
• Develop client relationships, support pipeline growth, and coach the next generation of tax and family office leaders.

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, project management ability, and effective professional communication.
• Ability to maintain consistent onsite presence during core business hours, regularly report to a firm office, and travel to client sites.
• Ability to work extended or non-standard hours during peak periods and meet client, quality, and performance expectations.

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, and business transitions.
• Business development experience with closely held businesses, family-owned enterprises, centers of influence, and referral networks.
• Experience at 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 serving clients.
• Competitive compensation and benefits package.
• Collaborative environment focused on mentorship, relationship building, and cross-functional client service.
• Commitment to equal opportunity and reasonable accommodation.