Tax (Various Levels)

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Tax (Various Levels)

Fort Worth, TX

IDj-16754Posted 7/8/2025

Location: Fort Worth, TX (Hybrid — 2 days in-office, 3 days remote)Firm: Mid-sized CPA practice known for investing in its people and maintaining a genuine work/life balance

About the Role

We’re expanding our Private Client Services team to keep pace with growing demand from high-net-worth individuals, multigenerational families, and closely held business owners. Depending on experience, you’ll come in at Senior or Manager level and own a book of complex trust, estate, and individual returns while mentoring staff and partnering directly with Partners.

Key Responsibilities

Prepare and review Form 1041, 706, 709, and complex individual returns (federal & Texas)
Lead planning engagements involving wealth transfer, trust structuring, and estate tax minimization
Research and draft memoranda on fiduciary-income, gift-tax, and generation-skipping questions
Serve as primary contact for clients, attorneys, and investment advisors; translate technical findings into actionable advice
Supervise, train, and review work of junior associates and seniors; provide real-time coaching
Monitor engagement budgets, billing, and realization; identify upsell or cross-service opportunities
Stay current on federal and state legislative changes; present key updates to the team and clients

Qualifications

CPA license (or JD/LL.M. with strong tax focus)
4–10+ years of public-accounting experience, with concentration in trusts & estates and HNWcompliance/planning
Advanced knowledge of fiduciary accounting principles and estate/gift tax code
Proven ability to manage multiple engagements and delegate effectively
Strong client-facing communication skills and a knack for turning technical language into clear guidance

Preferred Extras

Experience with CCH Axcess or similar tax prep software
STEP, AEP, or similar credential
Exposure to complex charitable vehicles (CRUTs, CLATs, private foundations)

Why Join Us?

People-first culture: structured mentorship, individualized career paths, and Partner access
True hybrid schedule: 2 anchor days in our downtown Fort Worth office; work remotely the rest of the week
Reasonable busy-season hours (protected weekends, no “all-nighters”)
Competitive base + performance bonus, 401(k) with match, full health benefits, and generous PTO

Ready to explore further? Apply confidentially or reach out to discuss how this role can flex to your goals—whether you’re looking to deepen technical expertise or position yourself for Partnership.

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