Boutique Recruiting
Hybrid Senior Tax Accountant
Boutique Recruiting, Dallas, Texas, United States, 75215
Job Description
A well-established holistic wealth management firm in Dallas, TX is in search of a Hybrid Senior Tax Accountant to prepare and complete individual tax returns for high-net-worth clients. You will be responsible for collaborating with a dedicated team while handling a high volume of tax work and other financial services. The position involves a blend of technical expertise with tax software tools, along with traditional knowledge of individual and wealth management matters.
You can look forward to joining a friendly and fast-paced team environment that embraces a culture of support for clients, the community, and one another. The position offers a flexible hybrid schedule, competitive salary, 100% medical coverage, 401k, growth opportunities, and more!
Pay Range:
$85,000 - $115,000 DOE
ResponsibilitiesPrepare and complete individual federal and state tax returns for high-net-worth clientsCollaborate with the team to manage a high volume of tax returnsEngage with diverse clientele, understanding and addressing individual financial needsPrepare quarterly tax calculations tailored for individual clientsRespond to tax notices and generate related written documents as requiredUtilize various tax tools efficiently and accurately to complete tax-related tasks
RequirementsBachelor's degree is required2-3 years of experience in a relevant fieldCPA license preferredProficiency in Excel, Word, Outlook, and PowerPointExperience with CCH Axcess Tax, CCH Axcess Workflow, TaxCaddy, and/or SurePrepExperience with UHNW tax and planning engagements is preferred
Benefits100% medical insurance coverageDental and Vision insurance401k with 3% match10 days PTO5 days PSL11 paid holidaysBonus potentialGrowth opportunitiesFlexible hybrid scheduleTax prep discountsFriendly work environmentNew office space
To learn more about this position, submit your application today!
#INDACT
Learn more about Boutique Recruiting
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A well-established holistic wealth management firm in Dallas, TX is in search of a Hybrid Senior Tax Accountant to prepare and complete individual tax returns for high-net-worth clients. You will be responsible for collaborating with a dedicated team while handling a high volume of tax work and other financial services. The position involves a blend of technical expertise with tax software tools, along with traditional knowledge of individual and wealth management matters.
You can look forward to joining a friendly and fast-paced team environment that embraces a culture of support for clients, the community, and one another. The position offers a flexible hybrid schedule, competitive salary, 100% medical coverage, 401k, growth opportunities, and more!
Pay Range:
$85,000 - $115,000 DOE
ResponsibilitiesPrepare and complete individual federal and state tax returns for high-net-worth clientsCollaborate with the team to manage a high volume of tax returnsEngage with diverse clientele, understanding and addressing individual financial needsPrepare quarterly tax calculations tailored for individual clientsRespond to tax notices and generate related written documents as requiredUtilize various tax tools efficiently and accurately to complete tax-related tasks
RequirementsBachelor's degree is required2-3 years of experience in a relevant fieldCPA license preferredProficiency in Excel, Word, Outlook, and PowerPointExperience with CCH Axcess Tax, CCH Axcess Workflow, TaxCaddy, and/or SurePrepExperience with UHNW tax and planning engagements is preferred
Benefits100% medical insurance coverageDental and Vision insurance401k with 3% match10 days PTO5 days PSL11 paid holidaysBonus potentialGrowth opportunitiesFlexible hybrid scheduleTax prep discountsFriendly work environmentNew office space
To learn more about this position, submit your application today!
#INDACT
Learn more about Boutique Recruiting
#J-18808-Ljbffr