Tax Manager or Senior Manager - Wealth Recruitment, LLC

Tax Manager or Senior Manager - Public Accounting Firm located in Dallas, TX Are you tired of the grind of the typical public accounting firm? As tax season is in full swing are you working exhausting hours and feel like you are not appreciated? We get it, and we have been there. That is why we prioritize work-life balance and make sure you get home at a reasonable hour. We manage our clients year round to ensure that these months are not miserable.

We have a really amazing opportunity for an ambitious and hungry tax manager to join a regional public accounting firm with a strong presence in Dallas, Texas, specializing in providing comprehensive tax and financial services to a diverse client base. Their firm is known for its commitment to excellence, client-focused approach, and innovative solutions tailored to meet the unique needs of each client.

This is a great time to get in on this opportunity as the department is really young! Some retirements, along with some contracts ending have created an opportunity to really be a part of creating the culture and vision for the department as there is a lot of fresh talent in place and coming in, and you get to be a part of not only building it back up, but part of its growth into the future with amazing opportunities to grow your own career in the process!

Why Choose Us?

● True commitment to work-life balance, where the clients are managed year-round to spread out the work so busy season, is well, not so busy…

● Highly competitive salary and performance-based bonuses

● Hybrid work from home on Fridays (and flexibility when needed)

● Collaborative and supportive work environment with opportunities for growth and advancement

● Opportunities to partner with other silos to learn other areas and truly grow in other specialties other than your own.

● 5 weeks of PTO

● Comprehensive benefits package, including medical, dental, vision, and retirement plans

● Professional development and training opportunities Responsibilities

● Preparation and review of federal and state income tax returns for individuals, businesses, real estate, estates, trusts, and exempt organizations.

● Assist with business development efforts including but not limited to meeting with prospective clients, attending networking events and other firm functions, preparing fee quotes, proposals, and evaluating clients’ needs.

● Prepares internal memoranda, written correspondence/guidance, private letter rulings and other documents for submission to the IRS or Treasury Department.

● Trains staff, reviews and evaluates their work.

● Manages multiple clients, budgets and production goals.

● Tax planning strategies and discussions with clients.

Requirements

Qualifications

● Bachelor's degree in accounting or finance required, Masters preferred.

● CPA Certification.

● 6+ years prior experience in public accounting tax experience.

● Significant supervisory experience (2 years plus).

● Experience preparing individual, business, real estate, trust, foundations and exempt organization tax returns.

● Strong accounting and analytical skills.

● Strong computer skills: proficiency in CCH ProSystem Tax software, Microsoft Office

● Excellent interpersonal, oral and written communication skills.

● Detail oriented & ability to multi-task.

● Substantial M&A tax experience