Job Description
### About the Firm:
We are a respected boutique CPA firm based in North Dallas, specializing in providing personalized tax services to high-net-worth individuals and their closely held businesses. We pride ourselves on offering exceptional client service, with a focus on delivering accurate and timely tax planning, compliance, and advisory services. Our team fosters a collaborative and supportive environment where every staff member is valued, and professional growth is encouraged. We treat our clients and team members like family, striving to achieve the best outcomes while ensuring full compliance with all tax regulations.
We offer a comprehensive benefits package that includes competitive salary compensation, a 401(k) plan, and paid healthcare benefits. Our office is conveniently located at the intersection of US Highway 75 and Interstate 635 in the Dallas metroplex.
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### Job Title: Tax Consultant and Advisor - CPA
We are looking for a skilled CPA to join our team as a Tax Consultant and Advisor. In this role, you will be responsible for overseeing tax-related deliverables, including tax planning, compliance, preparation, consultation, and review for a diverse client base. You will play a crucial role in providing top-tier tax services that cater to the unique needs of both individuals and business entities.
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### Key Responsibilities:
- Collaborate with a team of experienced CPAs to prepare and review tax returns and other related deliverables for small to mid-sized, closely held businesses and individuals.
- Ensure deadlines are met by managing multiple client needs efficiently and accurately.
- Work independently and as part of a team to provide tailored solutions for clients.
- Participate in activities such as workpaper documentation, trial balances, year-end planning, and specific advisory and tax research.
- Become familiar with the firm's technology, tax software, and research tools.
- Develop expertise in tax research and IRS regulations.
- Assist with preparing tax returns for both individuals and business entities.
- Stay up-to-date on the latest tax code changes and AICPA professional standards.
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### Qualifications:
- Must hold a CPA license (please apply only if you have this certification).
- Bachelor's or Master's degree in Accounting, Taxation, or a related field.
- At least 5 years of experience in tax-related roles within public accounting.
- Strong background in tax compliance and U.S. income taxation, with experience in individual and business entity tax preparation.
- Excellent attention to detail, organizational skills, and the ability to manage multiple tasks simultaneously.
- Strong verbal and written communication skills, with the ability to explain complex tax matters clearly to clients.
- Ability to work efficiently under pressure and meet tight deadlines.
- Positive, self-motivated, and a team player with a proactive attitude.
- Proficient in Microsoft Office (Word, Excel), and experience with UltraTax CS and/or QuickBooks is a plus.
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### Benefits:
- Competitive salary and annual bonus opportunities.
- Paid time off and health insurance.
- 401(k) retirement plan with firm contribution.
- Flexible work schedule during slower periods.
- A healthy work-life balance in a positive, supportive team culture.
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### Remote Work Policy:
Given the nature of our business and the need to remain responsive to our clients, remote work is not offered for this role. However, we do provide a flexible schedule to accommodate personal needs during less busy seasons.
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### Job Type:
Full-time
Employment Type: Full-Time
Salary: $ 40,000.00 140,000.00 Per Year
Job Tags
Full time, Remote job, Flexible hours,