Tax Senior Manager

Location: Dallas, TX; on-site and in-office, full-time; some travel required.

Company

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

What you will do

• Build and maintain lasting client relationships as the technical tax expert on each planning team.
• Attend client meetings, deliver tax plans, and support the financial advisory team with tax planning.
• Participate in signing and onboarding new clients.
• Lead the tax client service team across compliance and tax planning.
• Perform final review and signing of federal and state tax returns for individuals, corporations, partnerships, trusts, and estates.
• Oversee tax projections and audits while coaching and developing team members through consistent, real-time feedback.

Requirements

• Bachelor’s degree in Accounting and CPA, JD, or EA certification are required.
• At least 5 years of experience with individual, partnership, fiduciary, estate, and gift tax return compliance.
• 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 and adapt to new software systems and tax research tools.
• 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 multiple time-sensitive projects.
• Excellent oral communication skills and the ability to work with a close-knit team of professionals with varied levels of tax knowledge.
• High motivation and the ability to perform effectively in a fast-paced environment with continued growth and development.
• This is an in-office, full-time, exempt position.

Nice to have

• Master’s degree in Taxation or JD.
• Experience with ADP, QuickBooks, and databases such as Salesforce.

Culture & Benefits

• Purpose-driven, collaborative, inclusive, and community-oriented workplace with a focus on equity, respect, continuous learning, and authentic relationships.
• Competitive annual salary with discretionary year-end profit sharing, Restricted Equity Units at hire, and an expedited opportunity to convert to Partner status at vest.
• Fully paid medical, dental, and vision coverage; 401(k) with a 100% match up to 3% of annual compensation; equity ownership opportunities; and financial planning discounts.
• At least three weeks of PTO from Day 1, winter break, summer Friday flex-days, 10 paid holidays, unlimited volunteer time off, and subsidized transit.
• Reimbursement for required training, certifications, licensing, and dues; personal career development plans; coaching; training; and a professional and personal wellbeing stipend.
• Paid parental leave, adoption benefits, team-building and social events, employee-led groups, and a three-month paid sabbatical after 10 years.

Hiring process

• AI tools may assist with application, resume, and response review, but final hiring decisions are made by humans.
• Visa sponsorship is not available; candidates who require or may require employment visa sponsorship cannot be hired.