Senior Tax Associate

Vineyard Advisors & CPAs, PLLC; United States; Hybrid; USD 86,000 - 110,000; Full time

Job summary

Vineyard Advisors & CPAs, PLLC seeks a Senior Tax Associate to serve business owners, high-net-worth individuals, and multi-family office clients in a hybrid or remote role based in Southlake, TX. You will handle sophisticated returns and manage client relationships using leading tax platforms.

The position offers a clear path to Manager and a compensation range of $86,000–$109,800, commensurate with experience, with emphasis on leveraging technology and advisory work beyond traditional prep.

Qualifications

• 4+ years preparing complex individual and business returns.
• Able to take a return from raw records to review-ready with minimal oversight.
• CPA or EA preferred (or actively pursuing).
• Detail-driven, with an ownership mentality.
• Forward-thinker on technology — eager to use AI and automation as leverage and grow toward analysis and advisory.

Responsibilities

• Prepare and self-review complex returns for closely held businesses and their owners (1040, 1120S, 1065, 1120, 1041), including multi-entity and multi-state
• Day-to-day client relationships — gather, resolve, communicate
• Your own workflow and deadlines in the firm's tax workflow platform
• Research, documentation of filing positions, and planning opportunities

Skills

Tax return preparation

Client communication

Technology adoption

Education

CPA or EA preferred

Job description

Senior Tax Associate — Business-Owner & HNW Tax at a Multi-Family Office Platform | Southlake, TX (Hybrid or Remote)

Vineyard Advisors & CPAs is an integrity-led firm that has guided business owners and their families — from closely held companies to high-net-worth households and single family offices — through growth, transition, and legacy for over a decade: tax, accounting, outsourced CFO, consulting, exit and M&A, and succession.

We are not a typical tax shop. As a multi-family-office (MFO) platform, clients gain what most CPA firms can't offer — direct access to alternative investments alongside Provident Wealth, a traditional RIA established for two decades — while we operate as an independent subsidiary: clients keep the advisors and RIA relationships they already value, and our investment access stays open to those who want it. A broader leadership team is now building across our tax, alternative-investment, and advisory platforms, deepening what we deliver to clients at every level.

We're adding a Senior Tax Associate to be the technical backbone of our tax team, directly behind our Senior Tax Manager — sophisticated, year-round tax work, not a seasonal prep mill and not commodity 1040s.

The profession is changing — AI and automation are reshaping how returns get done — and we treat that as opportunity. We run on CCH Axcess, Wolters Kluwer's leading cloud platform for complex returns, and we want forward-thinkers who'll let modern tools handle the routine and grow toward analysis and advisory.

If you take tax seriously as a craft, want genuinely complex work, and want to grow inside a firm that leads with integrity and servant leadership, this is a seat worth a look.

What you'll own

• Prepare and self-review complex returns for closely held businesses and their owners (1040, 1120S, 1065, 1120, 1041), including multi-entity and multi-state
• The sophisticated issues: pass-through basis, reasonable comp, QBI, apportionment, book-to-tax
• Day-to-day client relationships — gather, resolve, communicate
• Your own workflow and deadlines in the firm's tax workflow platform
• Research, documentation of filing positions, and planning opportunities

What we're looking for

• 4+ years preparing complex individual and business returns
• Able to take a return from raw records to review-ready with minimal oversight
• CPA or EA preferred (or actively pursuing)
• Detail-driven, with an ownership mentality
• Forward-thinker on technology — eager to use AI and automation as leverage and grow toward analysis and advisory

Why this role

• Faith-driven culture grounded in integrity and servant leadership
• An entrepreneurial model that rewards owners, not just hours — real upside beyond base pay for those who help build the firm
• Sophisticated owner / HNW work, and a clear path to Manager as the team grows
• Hybrid in Southlake, TX — or fully remote for a proven, self-directed senior who owns their output without oversight
• $86,000–$109,800 base, commensurate with experience