Tax Associate (Tax)

Location: Dallas, TX; in-office, onsite position

Salary: $70,000–$80,000 per year

Company

hirify.global is a purpose-driven registered investment advisor helping clients align wealth, passion, and purpose, with over $30 billion in assets under advisement and more than 300 teammates.

What you will do

• Support tax compliance matters and tax planning services for clients.
• Prepare federal and state tax returns for individuals, corporations, partnerships, and fiduciaries.
• Assist with tax projections and respond to federal and state agency notices and audit requests.
• Collaborate with the financial advisory team on tax-planning functions.
• Address client needs by phone and email and attend client meetings as needed.
• Conduct technical tax research.

Requirements

• Bachelor’s degree in Accounting required; CPA eligibility or a Master’s in Taxation is preferred.
• 0–1 year of individual income tax return and compliance experience.
• Strong computer skills, including Windows, Microsoft Office, and Adobe Acrobat, with the ability to learn new systems such as CCH, Axcess, BNA, and Checkpoint RIA.
• Strong research skills and knowledge of tax-related areas, including the Internal Revenue Code, regulations, and other tax pronouncements.
• Ability to manage heavy workloads and time-sensitive projects.
• Excellent oral communication skills and the ability to work with tax professionals with varying levels of expertise.
• High motivation and the ability to work effectively in a fast-paced environment with ongoing growth and development.
• Must be able to work full-time in the office; the position is exempt.
• hirify.global cannot provide employment visa sponsorship now or in the future.

Nice to have

• CPA eligibility.
• Master’s degree in Taxation.

Culture & Benefits

• Collective, supportive, collaborative, and team-oriented tax environment.
• Work-from-office culture with flexibility.
• Medical, dental, and vision coverage; retirement benefits; paid time off; holiday and summer flex-days; and company-paid holidays.
• Parental leave, transportation benefits, unlimited volunteer time off, and professional and personal wellbeing stipends.
• Pathway to company ownership, with an inclusive culture focused on equity, respect, learning, community impact, and professional growth.