Remote Tax Senior — Client Advisory & Planning Lead

dfwHR; Dallas (TX); Remote; USD 90,000 - 125,000; Full time

Benefits offered by this job

Remote work environment

Discretionary quarterly bonus

Medical insurance 100% for employee

Dental and vision coverage

401(k) with match

Profit sharing

Paid time off

Sick leave

Paid holidays

Paid personal days

Education assistance

Job summary

dfwHR seeks a Tax Senior for a remote direct hire role. The candidate will review complex individual and business returns, lead client meetings, and develop advisory strategies while mentoring juniors. CPA license and 3+ years of public accounting tax experience are required.

The position emphasizes client service, advisory capabilities, and collaborative work in a remote-friendly environment with strong professional development support.

Qualifications

• Strong client-facing communication experience.
• Ability to explain complex tax concepts in a clear and approachable manner.
• Independent research to resolve tax questions.

Responsibilities

• Review complex individual and business tax returns.
• Lead quarterly and semiannual client meetings.
• Mentor junior team members and review their work.
• Collaborate with leadership on complex client planning opportunities.
• Maintain knowledge of federal and state tax regulations.

Skills

Client-facing communication

Explain complex tax concepts

Independent research

Education

Bachelor’s or Master’s degree in Accounting

CPA license

Tools

UltraTax

CS Planner

Job description

dfwHR seeks a Tax Senior for a remote direct hire role. The candidate will review complex individual and business returns, lead client meetings, and develop advisory strategies while mentoring juniors. CPA license and 3+ years of public accounting tax experience are required.

The position emphasizes client service, advisory capabilities, and collaborative work in a remote-friendly environment with strong professional development support.