Tax Senior (CPA Firm)

iLocatum; Dallas (TX); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation package

Robust benefits program

Support for work-life balance

Professional development opportunities

Job summary

A dynamic mid-sized CPA and wealth management firm is seeking a motivated Tax Senior in Dallas, TX. This hybrid role involves preparing and managing various tax returns, with a particular focus on tax preparation and planning. Candidates should possess at least three years of public accounting experience, CPA eligibility, and a bachelor’s degree in a related field. The firm offers a competitive compensation package along with a robust benefits program aimed at promoting work-life balance and supporting professional growth.

Qualifications

• Minimum of 3 years of recent tax experience in a public accounting firm.
• Experience preparing and reviewing returns for individuals, partnerships, and S corporations.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Prepare and manage a wide variety of tax returns.
• Focus on tax preparation, planning, and research under supervision.
• Participate in professional development and ongoing training.

Skills

Tax preparation

Attention to detail

Time management

Education

Bachelor’s degree in Accounting, Finance, or related field

CPA eligibility

Tools

QuickBooks

Job description

Overview

Location: Dallas, TX | Hybrid (2 days in-office, 3 days remote)

Must-Have Qualifications

• Bachelor’s degree in Accounting, Finance, or related field
• CPA eligibility
• Minimum of 3 years of recent tax experience in a public accounting firm
• Experience preparing and reviewing returns for individuals, partnerships, and S corporations

Preferred Qualifications

• Experience with 1040 preparation and review
• Proficiency in QuickBooks strongly preferred
• Ability to manage multiple priorities in a fast-paced environment

About the Firm

Our client, a dynamic mid-sized CPA and wealth management firm based in Dallas, Texas, has been a trusted partner for high-net-worth individuals, families, businesses, and healthcare professionals since its founding in the 1980s. Known for its progressive approach, the firm provides a comprehensive suite of services, including tax and accounting, business consulting, investment management, financial planning, family office support, and retirement planning.

Position Overview: Tax Senior

To support its continued growth, the firm is seeking a motivated Tax Senior with a minimum of three years of public accounting experience. The role involves preparing and managing a wide variety of tax returns, with a focus on tax preparation, planning, and research under the guidance of experienced supervisors. Professional development and ongoing training are integral to the position.

What’s Offered

The firm provides a competitive compensation package and a robust benefits program designed to promote work-life balance and support professional and personal growth.

Work Arrangement

This hybrid role includes two in-office days and three remote workdays per week, with all necessary equipment provided for remote work.