Tax - Associate, Senior and Manager

Dallas, TX | Work from home flexibility

Posted: 02/16/2024 Industry: Accounting & Finance Job Number: 521 Pay Rate: $60,000-$120,000 Remote: Experience:

Job Description

Tax - Associate, Senior or Manager

Dallas, TX
San Antonio, TX

New Orleans, LA

Hybrid Schedule

Our client is rapidly growing and in search to fill a few positions for their Dallas, San Antonio and New Orleans locations. Over 1,000 employees and offices nationwide. Specializing with High Net Worth (Trust, Estate and Gift) clients, this is an opportunity that you can learn from a group of individuals.

Job Description:

Associates:

  • Prepare tax returns for high net worth clients
  • Administrative support
  • Tax compliance support
  • Fiduciary support
  • Analyze and resolve tax issues
  • Update client files and records

Seniors and Managers:

  • Regularly meet with high net worth clients and lawyers
  • Prepare annual tax returns
  • Review tax returns
  • Research tax issues
  • Assist in tax planning for high net worth clients

 

 

Job Requirements

Resume must show:

Associates:

  • Bachelor degree in Accounting or Finance
  • 1-3 years experience with high net worth clients
  • Coming from a CPA firm or advisory firm

Seniors and Managers:

  • Bachelor Degree in Accounting or Finance
  • Coming from a CPA firm or advisory firm
  • Seniors: 
    • 3+ years experience with high net worth clients
    • CPA or in the process of CPA exams
  • Managers:
    • 5+ years experience with high net worth clients
    • CPA is a must
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