Tax Senior (Remote)

A growing Dallas-based public accounting and financial advisory firm operating as a full-service fractional family office is hiring a fully remote Tax Senior on a direct hire basis. The role is weighted toward reviewing complex individual and business returns and leading client planning meetings. CPA license and 3 plus years of public accounting tax experience required. Client Profile A growing public accounting and financial advisory firm supporting clients across tax compliance, proactive tax planning, bookkeeping, payroll, wealth management, and broader financial advisory services. The consultative culture emphasizes communication, efficiency, professional development, and work-life balance, with frequent collaboration despite the remote structure. Tax Senior Role

• Review individual and business tax returns prepared by other members of the tax team
• Prepare more complex returns as needed, including 1040, 1120S, 1065, and C Corporation returns
• Evaluate returns beyond technical accuracy by identifying inconsistencies, planning opportunities, and issues based on knowledge of the client
• Participate in and ultimately lead quarterly and semiannual client meetings
• Discuss tax returns, projections, planning strategies, and financial questions directly with business owners and other senior client contacts
• Develop a comprehensive understanding of assigned clients and prepare agendas before client meetings
• Present tax strategies and recommendations in a clear and approachable manner
• Review work performed by Tax Associates and provide technical feedback, coaching, and support
• Research federal and state tax matters and assist clients with tax notices
• Gradually take ownership of approximately 20 to 30 key client relationships

There is no formal sales or business development quota. Background Profile

• Bachelor's or Master's degree in Accounting
• CPA license required
• 3 or more years of public accounting tax experience with multiple completed tax seasons
• Strong experience preparing individual and business tax returns from beginning to end, including 1040, 1120S, 1065, C Corporation, and complex business returns
• Tax return review experience strongly preferred
• Strong client-facing communication experience with business owners, CFOs, and executives
• Ability to manage multiple priorities and client relationships in a remote environment
• UltraTax and CS Planner experience highly preferred but not required

Benefits and Features

• Remote work environment with company-provided technology and equipment
• Discretionary quarterly bonus opportunity following eligibility requirements
• 100 percent employer-paid medical premiums for employee, spouse, and dependents
• Voluntary dental and vision coverage
• 401(k) with traditional and Roth options and 4 percent employer match
• Profit sharing
• Two weeks PTO with additional PTO based on tenure, 72 hours annual sick leave, paid holidays, paid birthday off, four summer flex days, tax season comp time
• Paid continuing education
• Approximately 40-hour workweeks outside busy season; busy season averages approximately 50 to 55 hours per week

This direct hire placement is backed by the Frontline Source Group 5-Year Placement Warranty.