Tax Senior Manager

Location: Dallas, Texas, United States; on-site and in-office

Salary: Competitive annual salary plus variable compensation, discretionary year-end profit sharing, and restricted equity units.

Company

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

What you will do

• Build and maintain client relationships as the technical tax expert on each planning team.
• Attend client meetings and deliver personalized tax plans and planning advice.
• Support financial advisors with tax planning, client onboarding, and new business activities.
• Lead tax client service teams responsible for compliance and tax planning.
• Review and sign federal and state tax returns for individuals, corporations, partnerships, trusts, and estates.
• Oversee tax projections and audits while coaching and developing team members.

Requirements

• Bachelor’s degree in Accounting and a CPA, JD, or EA qualification required; a Master’s in Taxation or JD is preferred.
• At least five years of experience with individual, partnership, fiduciary, estate, and gift tax return compliance.
• Strong knowledge of tax research, the Internal Revenue Code, regulations, and other tax pronouncements.
• Experience with data collection, analysis, evaluation, Microsoft Office, Excel, and Adobe Acrobat; ability to learn CCH Axcess Tax, BNA Tax Planner, BNA Portfolios, and RIA Checkpoint.
• Strong communication, research, workload management, and project coordination skills.
• Full-time, exempt, in-office work is required; some travel is required.

Nice to have

• Experience with ADP, QuickBooks, databases, and Salesforce.
• Master’s degree in Taxation or a 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, summer Friday flex-days, and unlimited volunteer time off.
• Reimbursement for required training, certifications, licensing, and professional dues, plus career development plans and wellbeing support.
• Paid parental leave, adoption benefits, team-building and social events, affinity groups, and long-term sabbatical opportunities.
• Visa sponsorship is not available, and applicants requiring employment visa sponsorship now or in the future cannot be hired.