Senior Client Tax Accountant

Navigate Search; Plano (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

Navigate Search's client, an established investment firm in Plano, TX, is seeking a Senior Client Tax Accountant to join the private client tax team. You will handle tax compliance, preparation, planning, and advisory services for high-net-worth individuals.

This role requires a CPA or equivalent credential, about 7+ years of tax experience, and strong expertise in individual taxation. You will review returns and guide staff while coordinating with internal professionals to optimize client

Qualifications

• Bachelor's degree or equivalent combination of education and experience.
• CPA or equivalent professional tax credential required.
• Approximately 7+ years of tax experience preferred.
• Strong background in individual taxation for high-net-worth clients.
• Experience preparing and reviewing complex individual income tax returns.
• Proficiency with professional tax preparation platforms; CCH Axcess preferred.
• Comfortable communicating directly with clients regarding tax compliance and planning matters.

Responsibilities

• Provide tax planning and compliance support to high-net-worth individual clients.
• Prepare and review federal, state, and local individual income tax returns, including Forms 1040 and related schedules.
• Advise clients on tax planning opportunities and strategies to improve tax efficiency.
• Conduct client meetings to gather information and discuss planning considerations.
• Research and resolve complex tax matters, filing discrepancies, and prior-year issues.
• Coordinate with internal client service and financial planning professionals on tax matters.
• Review supporting documentation for tax return preparation and filing.
• Review returns and provide guidance to tax staff; offer feedback.

Skills

Client communication

Tax planning

Tax compliance

High-net-worth taxation

Team collaboration

Education

Bachelor's degree

CPA credential

Tools

CCH Axcess

Job description

Our client, an established investment firm, is seeking a Senior Client Tax Accountant to join its private client tax team. This position will focus on tax compliance, preparation, planning, and advisory services for high-net-worth individuals while working closely with other professionals supporting client relationships.

Responsibilities

• Provide tax planning and compliance support to high-net-worth individual clients
• Prepare and review federal, state, and local individual income tax returns, including Forms 1040 and related schedules and filings
• Advise clients on tax planning opportunities and strategies designed to improve overall tax efficiency
• Conduct client meetings to gather information, understand individual tax circumstances, and discuss planning considerations
• Research and resolve complex tax matters, filing discrepancies, and prior-year tax issues
• Partner with internal client service and financial planning professionals to coordinate tax matters as part of the broader client relationship
• Gather and review supporting documentation required for tax return preparation and filing
• Review returns and other work completed by tax staff and provide technical guidance and feedback
• Coordinate with external tax preparation resources when necessary
• Assist with allocating assignments and managing workflow across the tax team
• Support the training and development of tax staff, including the use of relevant tax technology and software
• Maintain compliance with applicable federal, state, and local tax requirements

Qualifications

• Bachelor’s degree or an equivalent combination of education and relevant professional experience
• CPA or equivalent professional tax credential required
• Approximately 7+ years of tax experience preferred
• Strong background in individual taxation, particularly serving high-net-worth clients
• Experience preparing and reviewing complex individual income tax returns
• Proficiency with professional tax preparation platforms; experience with CCH Axcess is preferred
• Comfortable communicating directly with clients regarding tax compliance and planning matters
• Proficiency with Microsoft Office

This position is based in the Plano, Texas office and requires regular in-person attendance. Depending on tenure, performance, and company guidelines, there may be eligibility for a hybrid work arrangement.

The organization offers a comprehensive compensation and benefits package along with opportunities for continued professional development and advancement.