Senior Tax Advisor — High-Net-Worth Clients

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

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