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2 дня назад

Tax Manager - Dallas

Формат работы
onsite
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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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

hirify.global 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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