Senior Tax Planner & Engagement Lead

Metrocrest Chamber; Addison (TX); Hybrid; USD 95,000 - 125,000; Full time

Job summary

AFairchild is a growing CPA and advisory firm seeking a Tax Senior Staff to lead and coordinate complex tax engagements for diverse clients, including individuals, partnerships, corporations and nonprofits. You will review returns, perform research, and mentor junior staff while delivering proactive planning and strong client service.

The position requires strong technical tax knowledge, collaboration with firm leadership, and a track record of meeting deadlines in a fast-paced environment.

Qualifications

• Bachelor's degree in Accounting, Finance or a related field required.
• Master's degree in Taxation preferred.
• CPA license preferred; candidates actively pursuing licensure with relevant public-accounting experience will be considered.
• Enrolled Agent designation will be considered for experienced candidates.
• Three to five years of public-accounting tax experience preferred.
• Experience preparing and reviewing complex individual and business tax returns.
• Experience managing multiple client engagements, priorities and deadlines.
• Strong technical tax knowledge, research skills and professional judgment.

Responsibilities

• Prepare and review complex federal and state returns for individuals, partnerships, corporations, trusts, estates, nonprofits and employee benefit plans.
• Review staff-prepared returns and provide timely, constructive feedback and coaching.
• Assist clients with proactive tax planning strategies and business advisory services.
• Research complex federal and state issues and communicate findings to clients and firm leadership.
• Assist with entity structures, tax elections, transaction planning and year-round strategy.
• Participate in client meetings and explain tax matters clearly to business owners and organizational leaders.
• Maintain engagement records, project notes and client requests in Karbon, Truss and other firm systems.
• Supervise, mentor and develop Tax Associates and Tax Staff through training and technical review.
• Ensure tax returns and supporting workpapers are accurate, complete and compliant with applicable requirements.
• Monitor filing deadlines, extensions, estimated tax payments, notices and correspondence.
• Identify tax-saving opportunities, potential risks and practical recommendations.
• Prepare technical memoranda and supporting documentation when needed.
• Serve as a primary contact and build client relationships through responsive, proactive service.
• Manage workflows, due dates, budgets, realization factors and assignments using firm technology.
• Support workflow standards, quality-control procedures, automation and process improvement.
• Respond to tax notices and assist with audits, examinations and information requests.

Skills

Technical tax knowledge

Communication skills

Mentoring

Research skills

Client service

Education

Bachelor's degree in Accounting or Finance

Master's degree in Taxation preferred

CPA license preferred

Enrolled Agent designation considered

Tools

CCH Axcess Tax

Karbon

Truss

Microsoft 365

SharePoint

Job description

AFairchild is a growing CPA and advisory firm seeking a Tax Senior Staff to lead and coordinate complex tax engagements for diverse clients, including individuals, partnerships, corporations and nonprofits. You will review returns, perform research, and mentor junior staff while delivering proactive planning and strong client service.

The position requires strong technical tax knowledge, collaboration with firm leadership, and a track record of meeting deadlines in a fast-paced environment.