Private Client Services Senior Accountant

Saville CPAs & Advisors; Dallas (TX); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Competitive Salary

Discretionary Bonus

CPA Courses Reimbursement

Hybrid Work Arrangement

Flexible PTO

Job summary

Saville CPAs & Advisors invites applications for a Senior Private Client Services Accountant in Dallas. You will lead trust accounting engagements, interact with high-net-worth clients, and collaborate with partners on sophisticated wealth strategies.

The role offers growth opportunities, a focus on tax planning for affluent families, and a hybrid work arrangement with strong client service expectations. CPA status preferred and a background in accounting is essential.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field required; Master's preferred.
• Minimum four years of progressive accounting experience with exposure to trust accounting for high-net-worth individuals.
• CPA license or active candidate preferred.
• Strong foundation in accounting principles and financial statement prep.

Responsibilities

• Serve as primary day-to-day contact for assigned clients, building rapport and trust.
• Manage trust accounting activities, administration documentation, and compliance matters.
• Interface directly with high-net-worth clients to gather information and communicate updates.
• Collaborate with managers and partners on wealth transfer strategies and tax planning.
• Prepare and analyze accurate financial statements for client entities.

Skills

Trust accounting

Financial reporting

Tax planning

Client communication

Attention to detail

Education

Bachelor's degree in Accounting/Finance

Master's degree preferred

CPA license/candidate preferred

Tools

QuickBooks Online

Tax software

Microsoft Office

Job description

Our Company

Saville CPAs & Advisors (Saville) is a Certified Public Accounting Firm based in Dallas, Texas. Our mission is to deliver personal service while passionately exceeding the expectations of our clients, our people, and our communities. Saville is consistently ranked as one of the top 25 accounting firms in Dallas/Fort Worth by the

• Connection: At our core, we value personal connection. We are committed to fostering meaningful lifelong relationships.


• Integrity: We make every effort to do what is right, especially when it is difficult.


• Service: Service is more than a transaction; it’s an essential partnership with clients and our team that prioritizes their well-being and extends beyond ourselves.


• Continuous Improvement: We are dedicated to pursuing excellence by investing in our people and being responsive to the evolving needs of our clients.


• Work-Life Integration: We support work-life integration, where team members can align their values to find harmony and fulfillment in both their professional and personal aspirations.

Our Company

Saville CPAs & Advisors (Saville) is a Certified Public Accounting Firm based in Dallas, Texas. Our mission is to deliver personal service while passionately exceeding the expectations of our clients, our people, and our communities. Saville is consistently ranked as one of the top 25 accounting firms in Dallas/Fort Worth by the Dallas Business Journal and is currently ranked in the top 200 nationally of accounting firms by Inside Public Accounting. We offer excellent opportunities for ambitious, career-minded professionals looking to grow with our firm from intern to future partner.

Saville Core Values

• Connection: At our core, we value personal connection. We are committed to fostering meaningful lifelong relationships.


• Integrity: We make every effort to do what is right, especially when it is difficult.


• Service: Service is more than a transaction; it’s an essential partnership with clients and our team that prioritizes their well-being and extends beyond ourselves.


• Continuous Improvement: We are dedicated to pursuing excellence by investing in our people and being responsive to the evolving needs of our clients.


• Work-Life Integration: We support work-life integration, where team members can align their values to find harmony and fulfillment in both their professional and personal aspirations.

The Role

As a Private Client Services (PCS) Senior Accountant with Saville CPAs & Advisors, you will be integral in delivering comprehensive financial services to high-net-worth individuals, families, and closely held businesses. Working under the guidance of managers and partners, you will apply your technical expertise to execute complex client engagements while developing direct client relationships. This position offers significant growth potential as you build specialized knowledge in wealth preservation strategies and tax planning for affluent clientele.

Responsibilities & Duties

• Serve as a primary day-to-day contact for assigned clients, building rapport and trust while demonstrating responsiveness to their needs and concerns


• Manage trust accounting activities, trust administration documentation, and related compliance matters


• Interface directly with high-net-worth clients to gather information, communicate updates, and address inquiries with professionalism and expertise


• Collaborate with managers and partners on special projects for HNW clients, including wealth transfer strategies, philanthropic planning, and business succession matters


• Apply a robust understanding of accounting principles to properly record transactions and prepare and analyze accurate financial statements for client entities


• Identify wealth preservation and tax planning opportunities and communicate recommendations to managers and partners


• Participate in client meetings, taking detailed notes and ensuring follow-up on action items


• Support business development efforts by contributing to proposal preparation and client presentations

Requirements & Qualifications

• Bachelor's degree in Accounting, Finance, or related field required; Master's degree preferred


• Minimum of four years of progressive accounting experience, with exposure to trust accounting for high-net-worth individuals


• CPA license or active candidate preferred


• Strong foundation in fundamental accounting principles with a comprehensive understanding of debits, credits, and financial statement preparation


• Demonstrated experience with trust and estate tax compliance and planning


• Working knowledge of common tax forms, including 1040, 1041, 709, and related schedules


• Proficiency with tax software, Microsoft Office suite, and research tools


• Experience with QuickBooks Online (QBO) preferred


• Working knowledge of common federal and state tax laws affecting individuals and fiduciaries


• Excellent written and verbal communication skills, with the ability to explain complex concepts to clients


• Detail-oriented with exceptional analytical and problem-solving abilities


• Ability to manage multiple projects simultaneously while meeting tight deadlines


• Commitment to professional development and staying current with evolving tax regulations


• Dedication to providing exceptional client service and contributing to a collaborative team environment

What We Offer

• Competitive Salary


• Discretionary Performance Bonus


• First-time CPA License Bonus


• Reimbursement For CPA Courses, Exam, Renewal, and CPE Costs


• $750 Work-from-Home One-Time Reimbursement


• Hybrid Work Arrangement


• Flexible PTO Policy


• 10 Paid Holidays


• Excellent Health and Wellness Benefits


• 401(k) With Matching Company Contributions


• Collaborative Office Culture That Supports Your Work-Life Balance


• Casual Dress Code Year-Round