Job Description
Job Description
Senior Tax Preparer - Established Dallas CPA Firm
Confidential Opportunity | Dallas, TX | Remote
CONFIDENTIAL – Senior Tax Preparer / Reviewer
Boutique Dallas CPA firm focused on high‑net‑worth individuals and their closely held entities (partnerships, S corps, C corps, trusts, gifts).
Remote‑first with a collaborative team, strong client relationships, and a clear long‑term leadership path (5–6 year horizon).
What you’ll do
- Prepare complex individual (1040), partnership (1065), S corp (1120S), C corp (1120), trust (1041), and gift (709) returns.
- Handle HNW client returns with multiple K‑1s, QBI, and Section 163(j) calculations.
- Prepare K‑2/K‑3, partner and shareholder basis, at‑risk, tax basis capital, and 754 elections/adjustments.
- Perform tax projections and planning and communicate directly with sophisticated HNW clients.
- Review returns prepared by staff during peak periods to support workflow.
- Use QuickBooks Desktop/Online to review client books and make adjustments.
- Manage multiple client engagements, deadlines, and priorities in a remote environment.
What we’re looking for
- CPA with strong public accounting tax background; typically 8–10+ years, but “right experience” with similar clients is more important than years.
- Deep partnership and S corporation taxation experience (basis, at‑risk, tax basis capital, special allocations, 754, transfers).
- Strong technical skills in complex individual tax issues, QBI, 163(j), K‑2/K‑3, and fixed assets (tangible property regs, farm, R&D).
- Proficiency in QuickBooks Desktop and Online.
- Excellent communication skills, high attention to detail, and ability to work independently while staying connected to a remote team.
- Experience with HNW clients, reviewing others’ work, trusts/estates, and multistate compliance is a plus.
Schedule, comp, and environment
- Location: Dallas area preferred; primarily remote with flexibility to be in the office as needed.
- Hours: Off‑season ~40 hours; tax/extension seasons generally 50–55 hours, with up to ~55–60 in the final weeks; roughly 3 months/year with overtime total.
- Flexible scheduling as long as work is delivered professionally and you are responsive during core hours; two Teams meetings per week for collaboration.
- Compensation: Base salary target $90,000–$110,000 plus annual bonus and long‑term growth into leadership as part of partner succession planning.
- Culture: Supportive, stable firm, business‑casual, high‑touch client service, and the ability to “hit the ground running” on complex work in a remote‑first setting.