Tax Manager - Dallas

Location: Dallas, Texas, United States; full-time, in-office role with workplace flexibility.

Company

hirify.global is a purpose-driven registered investment adviser with over $30 billion in assets under advisement and more than 300 teammates, providing wealth, tax, and planning services to clients.

What you will do

• Work with tax client service teams to complete tax compliance and advisory tasks.
• Detail-review federal and state returns for individuals, S-corporations, partnerships, trusts, and estates.
• Oversee client tax projections and tax audits.
• Support tax planning functions for the advisory team and provide technical tax research.
• Train and mentor tax associates and interns.
• Support clients by phone and attend client meetings.

Requirements

• Bachelor’s degree in Accounting and CPA or EA certification required.
• At least 4 years of experience with complicated individual income tax return compliance required, including estate, gift, trust, and partnership experience.
• Working knowledge of data collection, data analysis, and evaluation.
• Strong computer skills with Windows, Microsoft Office, Excel, and Adobe Acrobat, plus the ability to learn new software systems and tax research tools.
• Strong research skills and knowledge of tax-related areas, the Internal Revenue Code, regulations, and other tax pronouncements.
• Ability to manage heavy workloads and multiple time-sensitive projects.
• Excellent oral communication skills and ability to work with professionals with varying levels of tax knowledge.
• High motivation and ability to work effectively in a fast-paced, continuously developing environment.
• The position requires full-time, exempt, in-office work.

Nice to have

• Master’s degree in Taxation or JD.
• Experience with CCH Axcess Tax and BNA Tax Planner.

Culture & Benefits

• Collaborative, inclusive, equity-focused culture with team-building, social events, employee-led groups, and community involvement.
• Fully paid medical, dental, and vision coverage; 401(k) with 100% match up to 3% of annual compensation; and equity ownership opportunities.
• Minimum three weeks of PTO from Day 1, winter break, summer Friday flex-days, paid holidays, and unlimited volunteer time off.
• Reimbursement for required training, certifications, licensing, and dues, plus career development plans and coaching.
• Paid parental leave, adoption benefits, and long-term anniversary benefits including a three-month paid sabbatical after 10 years.
• Visa sponsorship is not available, and candidates requiring current or future employment visa sponsorship cannot be hired.