Private Client Services Senior Accountant

Saville CPAs & Advisors (Saville) is a Certified Public Accounting Firm based in Dallas, Texas. Our mission is to deliver personal service while passionately exceeding the expectations of our clients, our people, and our communities. Saville is consistently ranked as one of the top 25 accounting firms in Dallas/Fort Worth by the

• Connection:
  At our core, we value personal connection. We are committed to fostering meaningful lifelong relationships.
• Integrity:
  We make every effort to do what is right, especially when it is difficult.
• Service:
  Service is more than a transaction; it’s an essential partnership with clients and our team that prioritizes their well-being and extends beyond ourselves.
• Continuous Improvement:
  We are dedicated to pursuing excellence by investing in our people and being responsive to the evolving needs of our clients.
• Work-Life Integration:
  We support work-life integration, where team members can align their values to find harmony and fulfillment in both their professional and personal aspirations.

Saville CPAs & Advisors (Saville) is a Certified Public Accounting Firm based in Dallas, Texas. Our mission is to deliver personal service while passionately exceeding the expectations of our clients, our people, and our communities. Saville is consistently ranked as one of the top 25 accounting firms in Dallas/Fort Worth by the Dallas Business Journal and is currently ranked in the top 200 nationally of accounting firms by Inside Public Accounting.

We offer excellent opportunities for ambitious, career-minded professionals looking to grow with our firm from intern to future partner.

• Connection:
  At our core, we value personal connection. We are committed to fostering meaningful lifelong relationships.
• Integrity:
  We make every effort to do what is right, especially when it is difficult.
• Service:
  Service is more than a transaction; it’s an essential partnership with clients and our team that prioritizes their well-being and extends beyond ourselves.
• Continuous Improvement:
  We are dedicated to pursuing excellence by investing in our people and being responsive to the evolving needs of our clients.
• Work-Life Integration:
  We support work-life integration, where team members can align their values to find harmony and fulfillment in both their professional and personal aspirations.

As a Private Client Services (PCS) Senior Accountant with Saville CPAs & Advisors, you will be integral in delivering comprehensive financial services to high-net-worth individuals, families, and closely held businesses. Working under the guidance of managers and partners, you will apply your technical expertise to execute complex client engagements while developing direct client relationships. This position offers significant growth potential as you build specialized knowledge in wealth preservation strategies and tax planning for affluent clientele.

• Serve as a primary day-to-day contact for assigned clients, building rapport and trust while demonstrating responsiveness to their needs and concerns
• Manage trust accounting activities, trust administration documentation, and related compliance matters
• Interface directly with high-net-worth clients to gather information, communicate updates, and address inquiries with professionalism and expertise
• Collaborate with managers and partners on special projects for HNW clients, including wealth transfer strategies, philanthropic planning, and business succession matters
• Apply a robust understanding of accounting principles to properly record transactions and prepare and analyze accurate financial statements for client entities
• Identify wealth preservation and tax planning opportunities and…