Job Description
Job Description
Location: Dallas, TX
Compensation: Depends on Experience
Benefits:
- Subsidized medical insurance (minimum 30 hours/week schedule)
- 401(k) match
- 401(k) profit sharing plan
- Bonus potential
- Reimbursement for licensing and professional development
- 160 hours (four weeks) of annual vacation
- Nine (9) paid annual holidays
- Life insurance
- Short- and long-term disability coverage (minimum 20 hours/week schedule)
Alternate Title: Senior Tax Manager
Keywords: Tax compliance, tax consulting, CPA, public accounting, partnership tax, real estate entities, investment partnerships, income allocations, tax return review, client advisory, tax research, technical mentorship, hybrid work
About Daniels & Erickson:
At Daniels & Erickson, employees have the opportunity to work on complex projects with marquee clients and advance professionally in a workplace that cultivates and rewards the enhancement of technical knowledge and skills. We foster a learning environment, allowing employees to grow through hands-on work experience, training programs, and mentoring. Join a growing and exciting organization at Daniels & Erickson.
Position Summary:
The Senior Tax Manager/Director will work closely with a shareholder to provide high-level tax compliance and consulting services to large and complex engagements. This role will focus on investment partnerships and real estate entities with intricate income allocation structures. You will serve as a key point of contact for clients, review tax filings, resolve complex issues, and guide junior staff through mentorship and training.
Essential Responsibilities:
- Serve as the primary advisor for tax compliance and consulting on large, complex client accounts
- Review federal and state tax returns for partnerships, S-corps, and related entities
- Analyze and resolve complex income allocation and compliance issues
- Conduct and present tax research to support client strategies and planning
- Directly manage client communications and build long-term relationships
- Collaborate with shareholders and firm leadership on tax strategy and business development
- Mentor, supervise, and review the work of tax staff and senior associates
- Drive efficiency in tax processes and implement improvements where needed
Qualifications:
- Bachelor’s degree in Accounting required; Master of Taxation preferred
- Active CPA license (or member of state bar)
- Minimum 10 years of tax experience in public accounting
- At least 5 years of experience in a Senior Manager or Director-level role
- Strong technical expertise in partnership taxation and complex income allocations
- Proven leadership, project management, and supervisory skills
- Excellent verbal and written communication abilities
- Ability to manage multiple priorities in a deadline-driven environment
- Advanced proficiency with MS Excel and general tax preparation software
Additional Information:
- This is a hybrid position, with work-from-home flexibility after 90 days
- This role is exempt from overtime pay
- Scheduled overtime is required in the 8 weeks leading up to the April 15 and October 15 deadlines
Equal Employment Opportunity:
Daniels & Erickson provides equal employment opportunities to all employees and applicants. We prohibit discrimination and harassment of any kind, embracing a workplace that values diversity, equity, and inclusion.