Senior Tax Accountant
TradeJobsWorkForce75218 Dallas, TX, USFull-time
Senior Tax Accountant Job Duties: Files federal , state, and local tax documents by preparing property t... Show more
Tax Senior Manager - High-net-worthBennett Thrasher • Dallas, TX, United States
Tax Senior Manager - High-net-worth
Bennett Thrasher • Dallas, TX, United States
30+ days ago
Job type
- Full-time
Job description
Tax Senior Manager - High-net-worth
Bennett Thrasher is one of the fastest-growing independent CPA firms in the country, renowned for our expertise in serving ultra-high-net-worth individuals and families. Our personal financial services/high net worth tax practice provides specialized tax solutions for ultra-high net worth individuals and families to help them navigate complex tax landscapes, build and preserve their wealth. Position Overview As a Tax Senior Manager on our personal financial services team, you will help drive strategy, mentor and coach team members, manage engagements, and client communications.
Key Responsibilities
- Client relationship management help build and maintain strong client relationships, ensuring high levels of satisfaction and retention through personalized tax planning and compliance services aimed at building long-term wealth.
- Tax compliance oversight - oversee the preparation and review of complex tax returns for individuals, trusts, and related entities. Ensure compliance with federal, state, and local tax regulations while incorporating strategies to optimize tax outcomes for high-net-worth clientele.
- Innovation and process improvement help develop efficient workflows, leverage technology (e.g., tax software and automation tools), and stay abreast of evolving tax laws to help keep the practice at the forefront of industry standards, particularly in areas supporting wealth accumulation.
Qualifications And Requirements
- Bachelor's degree in Accounting, Finance, or a related field; CPA license or advanced degrees (e.g., Master's in Taxation) or additional certifications (e.g., CFP, JD) are highly preferred.
- Minimum of 5+ years of experience in tax compliance and planning, focused on high-net-worth individuals or similar client segments.
- Entrepreneurial mindset driven to help build, grow, and lead the practice.
- Technical expertise - deep knowledge of tax laws affecting high net worth clients, including income, estate, gift, and investment taxation strategies that support wealth building. Proficiency with tax preparation software such as Scan/Verify and familiarity with CRM systems.
- Excellent communication/interpersonal skills and a client-centric mindset.
Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Create a job alert for this search
Tax Senior Manager - High-net-worth • Dallas, TX, United States
Similar jobs
Senior Manager, M&A Tax
Baker Tilly USDallas, TX, United StatesFull-time
Our Mergers and Acquisitions practice works with owners and investors to help them ease their tax burden and quantify tax exposures in a wide range of transactions, including buy‑side and sell‑side... Show more
Director of Indirect Tax
NTT DATA, Inc.Plano, TX, United StatesFull-time
This is a remote role to be based in the United States.Would prefer to have someone near Dallas, TX but not required.Provide strategic tax planning and implement comprehensive sales/use and telecom... Show more
Tax Senior Manager, DT&I (State and Local Tax)
BDO USADallas, TX, United StatesFull-time
Tax Digital Transformation & Innovation (DT&I) Product Management Senior Manager.The Tax Digital Transformation & Innovation (DT&I) Product Management Senior Manager manages the product lifecycle f... Show more
Senior Tax Manager
Hightower AdvisorsDallas, TX, United StatesPermanent
Tax Compliance And Advisory Position.As a trusted wealth partner, our team is focused on delivering a seamless, fully integrated experience that brings together every aspect of your clients' financ... Show more
Senior Tax Manager
NorthPoint Search GroupPlano, TX, United StatesFull-time
Senior Tax Accounting Manager North Atlanta (On-site).A global manufacturing company with $4B+ in annual revenue is seeking a Senior Tax Accounting Manager to lead ASC 740 reporting and tax provis... Show more
Remote Senior Director, Indirect Tax & Strategy
NTT DATA, Inc.Plano, TX, United StatesFull-time
Senior Director, Indirect Tax for a remote role based in the United States, preferably near Dallas, TX.The successful candidate will implement comprehensive tax strategies, manage audits, and ensur... Show more
Senior Manager - Sales and use Tax
Rsm Us Llp.Town of Texas, WI, United StatesFull-time
Senior Manager - Sales and use TaxApplylocations: Dallas: Chicago: Charlotte: Los Angelestime type: Full timeposted on: Posted Todayjob requisition id: JR105161We are the leading prov... Show more
Senior Tax Manager
Talnt LLCDallas, TX, United StatesFull-time
The Senior Tax Manager is responsible for leading complex tax compliance, tax planning, and consulting engagements for a diverse portfolio of business and individual clients.This role combines adva... Show more
Tax Manager / Senior Tax Manager
Robert HalfDallas, TX, United StatesPermanent
Description We are looking for an experienced, detail-oriented tax specialist to join a growing team in North Dallas, Texas.This role is ideal for someone who brings a strong foundation in public... Show more
Tax Senior Manager
CultivaHRDallas, TX, United StatesFull-time
Our client, a well-established and respected accounting and advisory firm in Dallas, Texas, is seeking a Tax Senior Manager to join their growing team.Responsibilities include communicating with cl... Show more
Tax Senior
True Find StaffingDallas, TX, United StatesFull-time
Due to continued firm growth, we are seeking a dedicated Tax Senior with a minimum of 3 years of tax experience in a public accounting firm.This role is responsible for organizing, preparing, and r... Show more
Asset & Wealth Management - Tax Senior Manager
PwCDallas, TX, United StatesFull-time
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Manager Job Description & Summary A career in our Financial Services Tax practice, within... Show more
Senior Tax Expert – Retail
IntuitPlano, TX, USFull-time
Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis.T... Show more
Senior Tax Director - Private Capital
Digital Realty Trust, L.P.Town of Texas, WI, United StatesFull-time
Position Title: Senior Tax Director, Private Capital.Your role: Digital Realty Trust, Inc.NYSE: DLR) is looking to add a Senior Tax Director, Private Capital to its global tax team.The newly create... Show more
Asset & Wealth Management - Renewable Energy Tax Senior Manager
PwCDallas, TX, United StatesFull-time
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Manager Job Description & Summary The Opportunity As an Asset & Wealth Management - Rene... Show more
Tax Senior Manager - High-net-worth
Bennett ThrasherDallas, TX, United StatesFull-time
Tax Senior Manager - High-net-worth.Bennett Thrasher is one of the fastest-growing independent CPA firms in the country, renowned for our expertise in serving ultra-high-net-worth individuals and f... Show more
Tax Senior Manager
WeaverDallas, TX, United StatesFull-time
Weaver is a full‑service national accounting, advisory, and consulting firm offering opportunities across a range of fields.The firm emphasizes a human‑centric approach, diversity, collaboration, a... Show more
Senior Tax Director, Private Capital & REIT Funds
Digital Realty Trust, L.P.Town of Texas, WI, United StatesFull-time
Senior Tax Director, Private Capital to lead tax for private capital fund vehicles and JV platforms.You will oversee REIT qualifications, structuring, and diligence across the fund life cycle, coll... Show more
Partnership Taxation Senior Manager Operating
Fox Point RecruitmentDallas, TX, United StatesFull-time
Partnership Taxation Senior Manager Operating.Job Opportunity: Partnership Taxation Senior Manager Operating.Location: Dallas, TX (Preferred) | Houston, TX | Austin, TX.Work Arrangement: Hybrid (... Show more