Associate Tax Director

Overview

A privately held financial organization headquartered in Dallas is hiring an Associate Tax Director to help lead day‑to‑day tax operations and support strategic decision‑making across its investment and corporate platforms. This individual will serve as a key resource to internal stakeholders and play a central role in guiding tax policy, planning, and risk management.

The position offers meaningful ownership over sophisticated tax work while maintaining the support of a collaborative, well‑resourced team.

• Oversee tax compliance for investment partnerships, management entities, and high‑net‑worth ownership structures
• Lead tax research efforts and advise on the implications of new investments, transactions, and entity restructurings
• Partner directly with senior executives on planning, modeling, and tax‑efficient strategies
• Manage data flow from accounting, reporting, and operations functions to ensure accuracy and completeness
• Maintain and enhance internal tax policies, documentation, and workflow systems
• Coordinate with external advisors on specialized issues including cross‑border tax matters
• Support provisioning, audit responses, and ongoing risk evaluations

• Bachelor's degree required; CPA or Master’s in Tax strongly preferred
• 7–12+ years of relevant tax experience, ideally within partnerships, private equity, hedge funds, or complex investments
• Strong command of federal and state partnership tax rules
• Exceptional communication skills and ability to advise senior decision‑makers
• Strategic mindset with the willingness to remain hands‑on when needed

• Three‑part bonus structure: 15% IRA (SEP) contribution + cash bonus + deferred incentive
• Catered breakfast & lunch every day
• Relocation assistance for those moving to Dallas

Brewer Morris is an equal opportunity employer, committed to fostering a diverse and inclusive work environment. We do not discriminate based on race, color, religion, gender, gender identity, sexual orientation, national origin, age, disability, genetic information, or any other characteristic protected by law. We are dedicated to providing a workplace free from discrimination, harassment, and retaliation, and encourage individuals from all backgrounds to apply.