Senior Tax Associate

Quotient Wealth Partners — Tax Department

Location: Galleria area, Dallas, Texas 75240

Quotient Wealth Partners is an independent boutique wealth management firm managing over $4.8 B in assets under management. We are focused on delivering attentive, personalized service and tailored financial solutions that align every aspect of our clients' financial lives. The firm differentiates itself by prioritizing the specific goals and long-term outcomes that clients seek for their financial futures. Team members collaborate closely with clients to understand their needs and design strategies that support sustainable results.

Joining Quotient Wealth Partners offers the opportunity to contribute to a client-centric environment where quality advice, collective network expertise, and measurable impact are central to the firm’s mission.

The QWP Tax Department is launching its in-house presence, and we are looking for a Senior Tax Associate to join the ground floor of that build-out in our Dallas office. This full-time position is responsible for preparing, managing, and reviewing complex individual, trust, and business tax returns to ensure accurate and timely tax preparation and compliance.

This is a hands-on, execution-oriented role centered on high-quality tax return preparation  is best suited to a preparer who takes real satisfaction in working through returns efficiently and consistently — not someone seeking an independent client advisory career path. You will report directly to our Managing Director, Head of Tax, working alongside a sophisticated client base while helping build a modern, technology-enabled tax process from the ground up.

• Fixed Hybrid Structure:
  This role requires a strict, company-wide Monday-Thursday in-office presence at our Dallas location, with Fridays flex/remote. This policy applies firm-wide; there is no flexibility toward a fully remote arrangement.
• Work-Life Balance:
  No billable-hour requirements or per-case time tracking.
• Timeline:
  Immediate hire.

• Manage, prepare, and review federal and state complex individual (1040), partnership (1065), corporate (1120/1120-S), trust (1041), and gift tax (709) returns across a range of clients.
• Work through return volume efficiently while maintaining accuracy, strict attention to detail, and managing multiple filing deadlines.
• Reconcile source documents, K-1s, and supporting work papers to firm standards.
• Respond to preparation notes and reviewer feedback, making corrections promptly.

• Research and interpret complex tax law and regulations to apply them directly to unique client situations.
• Identify proactive tax planning opportunities and provide clear, strategic guidance to wealth advisors and clients.
• Coordinate tax information seamlessly with internal teams to support year-round integrated tax and wealth management offerings.

• Communicate directly with clients via telephone and email to request documents, follow up on outstanding items, and keep engagements moving forward.
• Maintain detailed, structured documentation throughout the client document-gathering process.
• Walk clients through completed returns, explaining results and answering questions in clear, plain language while maintaining strict client confidentiality.

• Handle IRS and state tax matters, including responding to notices and resolving controversy issues.
• Call the IRS on behalf of clients as needed.
• Contribute directly to internal process improvements and mentor junior team members as the department scales.
• Work daily in Sure Prep, GoSystem Tax RS, and Excel.
• Embrace technology as a core part of the job by proactively identifying tools, automation opportunities, and workflow improvements to make the preparation cycle faster and more efficient.

• 2-3 years of progressive public accounting or tax advisory experience, ideally serving high-net-worth individuals and families.
• A preparer's mindset — someone who enjoys the craft of getting returns done…