Senior Client Tax Accountant

Navigate Search; Plano (TX); Hybrid; USD 100,000 - 130,000; Full time

Job summary

Navigate Search is seeking a Senior Client Tax Accountant for our private client tax team in Plano, TX. The role focuses on tax compliance, planning, and advisory services for high-net-worth individuals, collaborating with professionals supporting client relationships.

The position requires CPA or equivalent, 7+ years of experience, and strong skills in individual taxation and tax software, with in-person attendance at the Plano office and potential hybrid arrangements.

Qualifications

• Bachelor’s degree or equivalent education and relevant professional experience required.
• CPA or equivalent credential required.

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 designed to improve overall tax efficiency.
• Conduct client meetings to gather information and discuss planning considerations.
• Research and resolve complex tax matters, filing discrepancies, and prior-year tax issues.
• Coordinate with internal client service and financial planning professionals to coordinate tax matters.

Skills

Client communication

Tax planning

Tax compliance

Attention to detail

Education

Bachelor’s degree or equivalent

CPA or equivalent credential

Tools

CCH Axcess

Microsoft Office

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.