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ABOUT OUR CLIENT
Our Client is a respected regional CPA firm with modern offices in Dallas and Fort Worth. The firm is known for its collaborative, growth-minded culture, entrepreneurial spirit, and commitment to exceptional client service. With a strong reputation in the Texas market, Our Client continues to expand its tax practice and develop future leaders.
ABOUT THE ROLE
This Tax Senior position plays a central role on engagement teams and serves as a key point of contact for both internal stakeholders and clients. The role supports a growing practice and offers strong opportunities for leadership development and career advancement within a hybrid work environment.
RESPONSIBILITIES
Provide tax compliance and tax consulting support across individual, corporate, and international tax areas
Work with tax provisions and contribute to a positive, team-oriented environment
Serve as the primary lead on tax engagements, including scheduling, staffing, and completion of returns
Conduct first-level technical reviews and perform research on technical tax matters
Manage internal and client deadlines and expectations
Develop and maintain client relationships as the main client contact
Gather tax information proactively and ensure timely responses to client questions
Identify tax planning opportunities and escalate issues as needed
Prepare and review quarterly estimates and year-end projections
Respond to IRS and state tax notices
Supervise, train, and mentor Tax Associates and Interns
Act as a project manager to support prioritization and timely completion of assigned work
QUALIFICATIONS
Bachelor’s or Master’s degree in Accounting
CPA eligible
Actively pursuing CPA license required
Active CPA license preferred
Two to three or more years of experience, preferably in public accounting
Proficiency in partnership, S corporation, C corporation, and/or individual taxation
Strong oral and written communication skills
Experience with Microsoft Office
Ability to perform technical tax research, summarize findings, and communicate outcomes
Strong coaching and development skills with junior team members
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