Talent.com
Senior Tax Associate

Senior Tax Associate

MaryAnn Markowitz & AssociatesDallas, TX, US
job_description.job_card.variable_hours_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Job Description

Job Description

Senior Tax Preparer - Established Dallas CPA Firm

Confidential Opportunity | Dallas, TX | Remote

About Our Client

Our client is a well-established, boutique CPA firm in Dallas that has been serving sophisticated clients over thirty years. This is a tight-knit practice of five CPAs with over 100 combined years of tax expertise, specializing in complex tax planning and preparation for high-net-worth individuals, business owners, and closely-held businesses.

Known for their innovative culture and work-life balance philosophy, this firm offers unique perks including post-tax season shopping sprees, charitable giving programs, and a genuinely low-drama work environment. Leadership includes former Big 4 professionals who understand both technical excellence and the importance of employee satisfaction.

The Opportunity

Due to continued growth and client demand, our client seeks an experienced tax professional to join their collaborative team. This role offers a rare combination : complex, interesting work with sophisticated clients, reasonable busy season expectations, remote flexibility, and genuine advancement opportunities in a firm that values professional development.

Position Highlights

Core Responsibilities :

  • Prepare complex individual, corporate, partnership, trust, and estate tax returns
  • Review returns prepared by team members
  • Collaborate on tax planning strategies for high-net-worth clients
  • Research technical tax matters and provide innovative solutions
  • Work closely with a team of five CPAs on challenging engagements

Required Qualifications :

  • Active CPA license or Enrolled Agent designation (required)
  • Minimum 4 years in public accounting tax department (local or regional firm)
  • Strong technical tax knowledge across multiple entity types
  • Proven ability to manage time effectively in remote work environment
  • Willingness to work extended (but reasonable) hours during tax season

    • Highly Desired :

  • CCH ProSystem fx and / or CCH Axcess Tax experience
  • QuickBooks proficiency
  • Advanced Excel and Word skills
  • Experience with wealthy, complex clients
  • Multi-state tax return experience

    • Compensation & Benefits

  • Competitive base salary commensurate with experience (range available upon initial conversation)
  • Significant annual bonus potential based on performance
  • 401(k) with company matching
  • Paid vacation and holidays
  • Compensatory time off (recognition that busy season requires extra effort)
  • Unique perks
  • Remote work flexibility
  • Excellent advancement opportunities - this firm promotes from within

    • The Ideal Candidate

    You're the right fit if you :

  • ✓ Have a strong work ethic but value work-life balance
  • ✓ Are professional yet personable (not a "stereotypical boring accountant")
  • ✓ Thrive in collaborative, low-drama environments
  • ✓ Enjoy complex, intellectually stimulating tax work
  • ✓ Excel at independent work and time management
  • ✓ Want long-term stability with a reputable firm
  • ✓ Appreciate being part of a small, close-knit team
  • ✓ Value quality over quantity in your career

    • Why This Opportunity Stands Out

    serp_jobs.job_alerts.create_a_job

    Tax Senior Associate • Dallas, TX, US