Senior Tax Accountant

Forward Financial; Addison (TX); On-site; USD 75,000 - 95,000; Full time

Job summary

A leading financial services company in Addison, TX is seeking a Tax Senior to manage tax planning and compliance for clients. This full-time role involves preparing tax filings, advising clients, and mentoring staff. The position may transition to hybrid after six months, offering flexibility. Ideal candidates have 3-5 years of experience and a Bachelor's degree in Accounting or Finance.

Qualifications

• 3-5 years of experience in preparing and reviewing tax returns.
• Strong understanding of tax principles and regulations.
• Ability to take ownership of projects and client relationships.

Responsibilities

• Oversee tax planning, compliance, and preparation.
• Prepare and review tax filings, advising clients on tax issues.
• Develop staff in tax technical skills and client relationship management.

Skills

Analytical Skills

Problem Solving

Communication

Interpersonal Skills

Education

Bachelor’s degree in Accounting

Bachelor’s degree in Finance

Tools

Lacerte

SurePrep

Karbon

QuickBooks

Job description

Job Description for Tax Senior at Forward Financial

Forward Financial is a diversified financial services holding company offering tax, bookkeeping, fractional controller, fractional CFO, and M&A Advisory services. Our primary focus is to support businesses with less than $100 million in revenue.

This is a full-time on-site role for a Tax Senior located in Addison, TX. After your first 6 months, we are open to converting to a hybrid position. The Tax Senior will oversee tax planning, compliance, preparation, and ensure adherence to tax laws for business, personal, and trust tax returns. Daily tasks include preparing and reviewing tax filings, advising clients on tax issues, and developing staff in tax technical skills, client relationship management, and other areas.

Minimum Qualifications

• 3-5 years of experience in preparing and reviewing tax returns and providing tax consulting advice
• Strong understanding of tax principles and regulations
• Excellent analytical and problem-solving skills
• Effective communication and interpersonal skills
• Ability to take ownership of projects and client relationships
• Bachelor’s degree in Accounting, Finance, or related field

Preferred Qualifications

• Experience with Lacerte, SurePrep, Karbon, QuickBooks (online and desktop)
• Experience with estate, gift, and trust taxation for UHNW individuals and family offices
• Experience with passthrough entities, especially S Corporations
• Business development experience
• CPA or EA certification preferred

Additional Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Accounting/Auditing and Finance
• Industry: Accounting

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