2 дня назад
Tax Manager - Dallas
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Tax Manager - Dallas (Tax Compliance and Planning): Overseeing individual, trust, gift, estate, partnership, and S-corporation tax compliance and advisory work for wealth management clients with an accent on tax return review, projections, audits, and client planning. Focus on researching complex tax matters, managing time-sensitive workloads, and mentoring tax associates and interns.
Location: Dallas, TX; on-site, in-office work required
Company
is a purpose-driven registered investment adviser helping clients align wealth, passion, and purpose through comprehensive financial advice.
What you will do
- Coordinate tax compliance and advisory work with tax client service teams.
- Review federal and state tax returns for individuals, S-corporations, partnerships, trusts, and estates.
- Oversee client tax projections, tax audits, and tax planning activities.
- Support clients by phone and participate in client meetings.
- Conduct technical tax research and manage time-sensitive projects.
- Train and mentor tax associates and interns.
Requirements
- Bachelor’s degree in Accounting.
- CPA or EA certification required; a Master’s in Taxation or JD is preferred.
- 4+ years of experience with complex individual income tax return compliance.
- Experience with estate, gift, trust, and partnership taxation.
- Knowledge of the Internal Revenue Code, regulations, tax pronouncements, tax research, data analysis, and evaluation.
- Full-time, exempt, in-office position; visa sponsorship is not available.
Nice to have
- Experience with CCH Axcess Tax and BNA Tax Planner.
- Experience with Salesforce, BNA Portfolios, and RIA Checkpoint.
- Master’s in Taxation or JD.
Culture & Benefits
- Medical, dental, and vision coverage fully paid for employees.
- 401(k) with a 100% match up to 3% of annual compensation and equity ownership opportunities.
- At least three weeks of PTO from the first day, paid holidays, winter break, and summer Friday flex-days.
- Paid parental leave, adoption benefits, volunteer time off, and subsidized transit.
- Reimbursement for required training, certifications, licensing, and professional dues.
- Career development plans, coaching, wellbeing support, team-building events, and employee-led community groups.
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