Tax Manager - Dallas

Your Role

Work with tax client service teams to complete compliance and advisory tasks
Detail review tax returns (federal & state returns for individuals, S-corporations, partnerships, trusts and estates)
Oversee tax projections and tax audits for clients
Support the advisory team in tax planning related functions
Train and mentor tax associates and interns
Assist clients by phone support and attend client meetings
Conduct technical research as needed

Experience

• Bachelor’s degree in Accounting.
  CPA or EA required; Masters in Taxation or JD preferred
• 4+ years of complicated individual income tax return compliance required; estate, gift, trust and partnership experience also required
• Working knowledge of data collection, data analysis and evaluation
  Strong computer skills (Windows, MSFT Office, Excel, Adobe Acrobat)
  and the ability to learn and adapt quickly to new software systems (Salesforce, etc.) and tax research tools (BNA Portfolios and RIA Checkpoint)
• Experience with CCH Axcess Tax, BNA Tax Planner preferred
• Strong research skills and knowledge in tax related areas and understanding of the workings of the Internal Revenue Code, Regulations and other tax pronouncements
• Able to manage heavy workloads and projects, many on a time sensitive basis
• Excellent oral communication skills, with an ability to interact with a tight-knit team of firm professionals with a range of tax knowledge
• Hightly motivated with ability to function well in a fast-paced environment with continued growth and development

Values

We are a work from office culture with a lot of flexibility. Compensation: Competitive annual salary
Variable Compensation: Eligible for discretionary year-end profit sharing
Ownership & Financial Wellbeing: Fully paid medical, dental, and vision coverage for employees
401(k) with 100% match up to 3% of annual compensation
Equity ownership opportunities for every employee

Growth & Development

• 100% reimbursement for required training, certifications, licensing, and dues
  Personal career development plans
• Richer Life Business Partner (coaching for all employees)
  Mindful Emotional & Social Intelligence training
• Annual professional & personal wellbeing stipend