Private Client Services Senior Accountant

Our Company Saville CPAs & Advisors (Saville) is a Certified Public Accounting Firm based in Dallas, Texas. Our mission is to deliver personal service while passionately exceeding the expectations of our clients, our people, and our communities. Saville is consistently ranked as one of the top 25 accounting firms in Dallas/Fort Worth by the Dallas Business Journal and is currently ranked in the top 200 nationally of accounting firms by Inside Public Accounting. We offer excellent opportunities for ambitious, career-minded professionals looking to grow with our firm from intern to future partner. Saville Core Values Connection: At our core, we value personal connection. We are committed to fostering meaningful lifelong relationships. Integrity: We make every effort to do what is right, especially when it is difficult. Service: Service is more than a transaction; it’s an essential partnership with clients and our team that prioritizes their well-being and extends beyond ourselves. Continuous Improvement: We are dedicated to pursuing excellence by investing in our people and being responsive to the evolving needs of our clients. Work-Life Integration: We support work-life integration, where team members can align their values to find harmony and fulfillment in both their professional and personal aspirations. The Role As a Private Client Services (PCS) Senior Accountant with Saville CPAs & Advisors, you will be integral in delivering comprehensive financial services to high-net-worth individuals, families, and closely held businesses. Working under the guidance of managers and partners, you will apply your technical expertise to execute complex client engagements while developing direct client relationships. This position offers significant growth potential as you build specialized knowledge in wealth preservation strategies and tax planning for affluent clientele. Responsibilities & Duties Serve as a primary day-to-day contact for assigned clients, building rapport and trust while demonstrating responsiveness to their needs and concernsManage trust accounting activities, trust administration documentation, and related compliance mattersInterface directly with high-net-worth clients to gather information, communicate updates, and address inquiries with professionalism and expertiseCollaborate with managers and partners on special projects for HNW clients, including wealth transfer strategies, philanthropic planning, and business succession mattersApply a robust understanding of accounting principles to properly record transactions and prepare and analyze accurate financial statements for client entitiesIdentify wealth preservation and tax planning opportunities and communicate recommendations to managers and partnersParticipate in client meetings, taking detailed notes and ensuring follow-up on action itemsSupport business development efforts by contributing to proposal preparation and client presentations Requirements & Qualifications Bachelor's degree in Accounting, Finance, or related field required; Master's degree preferredMinimum of four years of progressive accounting experience, with exposure to trust accounting for high-net-worth individualsCPA license or active candidate preferredStrong foundation in fundamental accounting principles with a comprehensive understanding of debits, credits, and financial statement preparationDemonstrated experience with trust and estate tax compliance and planningWorking knowledge of common tax forms, including 1040, 1041, 709, and related schedulesProficiency with tax software, Microsoft Office suite, and research toolsExperience with QuickBooks Online (QBO) preferredWorking knowledge of common federal and state tax laws affecting individuals and fiduciariesExcellent written and verbal communication skills, with the ability to explain complex concepts to clientsDetail-oriented with exceptional analytical and problem-solving abilitiesAbility to manage multiple projects simultaneously while meeting tight deadlinesCommitment to professional development and staying current with evolving tax regulationsDedication to providing exceptional client service and contributing to a collaborative team environment What We Offer Competitive SalaryDiscretionary Performance BonusFirst-time CPA License BonusReimbursement For CPA Courses, Exam, Renewal, and CPE Costs$750 Work-from-Home One-Time ReimbursementHybrid Work Arrangement Flexible PTO Policy10 Paid HolidaysExcellent Health and Wellness Benefits401(k) With Matching Company ContributionsCollaborative Office Culture That Supports Your Work-Life BalanceCasual Dress Code Year-Round