Private Wealth Services - Tax Senior Associate (Tax)

Location: Dallas, Texas, United States; hybrid work with in-person attendance at least three days per week at a hirify.global office or client site

Base salary: $101,200–$129,030 per year

Company

hirify.global provides audit, tax, advisory, and other professional services through a multinational platform serving clients across more than 150 global markets.

What you will do

• Provide tax planning, consulting, and compliance services for high-net-worth clients, including estate, wills and trusts, and individual income taxation.
• Plan, execute, direct, and complete tax projects across multiple client engagements and industries.
• Research federal estate, gift, charitable planning, and generation-skipping tax matters.
• Prepare and process tax returns using tax-related software and respond to inquiries from the IRS and other tax authorities.
• Supervise, train, mentor, and evaluate staff on tax projects.
• Communicate with clients, manage expectations and deadlines, support proposals, and maintain client relationships.

Requirements

• Bachelor’s degree in accounting.
• Two to six years of progressive tax compliance or consulting experience in family wealth planning or a related area.
• Strong analytical, technical, tax accounting, and technology skills.
• Excellent client service, communication, written, interpersonal, and presentation skills.
• Leadership, business development, recruiting, training, coaching, and mentoring capabilities.
• Ability to manage multiple engagements and travel as needed.

Nice to have

• CPA, licensed Bar membership, or Enrolled Agent designation with a master’s degree.

Culture & Benefits

• Hybrid work model with flexibility in work location, schedule, and flex time off.
• Comprehensive benefits supporting employee well-being and different household needs.
• Work-life integration options and resources for professional growth.
• Commitment to diversity, equity, inclusion, and equal employment opportunity.
• Potential eligibility for a discretionary annual bonus based on individual and firm performance.

Hiring process

• Selected applicants will be contacted by a hirify.global team member to schedule an interview.