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Listed on 2026-07-01
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Finance & Banking
Tax Accountant, Tax Manager, Accounting & Finance, Tax Advisor -
Accounting
Tax Accountant, Tax Manager, Accounting & Finance, Tax Advisor
Hybrid Tax Preparer/Staff - HNWI, Estate, Gift - Unlimited PTO Addison, TX Full-Time Hybrid $85,000 - $90,000 /yr
We are a high growth, private equity backed, multi branch Registered Investment Advisor.
We are seeking an experienced Tax Preparer/Experienced Staff with their CPA or EA that is looking to do Individual tax return preparation and tax planning, including Gift, Trust and Estate.
The Tax Preparer (Experienced Staff level) is responsible for tax services provided to clients such as federal, state and local income tax preparation, tax projections and analysis, and notice resolution. This position will involve client-facing activities, providing comprehensive tax services to existing clients, and assisting our advisors and financial planning team with strategic tax planning.
This is a full-time, Exempt role based out of our Addison (north Dallas) offices on a hybrid basis OR 100% Remote. This position is a hybrid role with a 2-3 days/week expectation on a regular basis, some flexibility. The base salary range for this role is $85,000-$90,000 per year. In addition, we also provide generous benefits to all our full-time employees, including unlimited PTO.
Benefits
10 Paid holidays per year
Unlimited PTO available
30 hours of sick time per year
401k with employer match
Medical, Dental, Vision, Long Term Disability, Short Term Disability, Accident Insurance, Hospital Insurance
For this position you must be currently authorized to work in the United States. We do not sponsor for this position.
Preferred SkillsLacerte CPA review Smart Vault Safe Send Sales Force Tax Returns Tax Accounting 1041 Trust Estate Tax
Vincent Steger is recruiting for this position Email me your resume to apply for this job
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