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Tax Senior

Position:
Tax Senior
- High-Growth Team

Location:

Fully remote or Hybrid (2-3 days a week in office) (Preferred: Boston Area or Dallas)

Compensation: $85,000 - $100,000+ base, plus annual bonus (above market for the right person)

Status:
Confidential Search

If you're looking for something different - a role where technical challenge meets flexibility and autonomy - this might be your lane. We're helping a Top Regional Firm, quietly build out a hand-picked team of Tax Seniors who are reshaping how client service looks in wealth management.

This isn't just about a bigger title. It's about working with smart, supportive people on complex and rewarding client work in the High Net Worth space, all while maintaining the kind of work-life rhythm you usually only dream about in this industry.

As part of this growing team, you'll be a key player on a nimble team working with high-net-worth individuals, Real Estate, and closely held businesses. Your role will balance hands-on technical work with strategic advisory and mentorship. You'll:

• Lead tax compliance and planning for complex flow-through entities (partnerships, LLCs, etc.)
• Work closely with clients to identify tax issues and develop proactive planning strategies
• Manage project timelines, workflow, and review deliverables for accuracy and technical quality
• Coach and mentor junior staff, while contributing to internal firm growth initiatives
• Participate in developing new client relationships and expanding services with existing ones
• Research sophisticated tax matters and present findings in a practical, client-friendly way
• Collaborate across departments in a culture that prioritizes teamwork and integrity

This isn't an entry point - it's for someone who already knows the ropes and wants more control and more impact. You'll ideally have:

• Preferred: CPA license;
  Master's in Taxation a strong plus
• 2-5+ years of relevant tax experience
• Advanced knowledge of partnership taxation, flow-throughs, and compliance
• Experience with HNW Individuals and Real Estate clients
• Strong research and communication skills - especially the ability to translate complexity into business language
• Project management skills - you know how to juggle deadlines without dropping balls
• A team-first mindset, with a real interest in mentoring others and helping the firm grow
• Experience using firm tech tools to drive better client outcomes

• Remote / Hybrid:
  Dallas, Boston Area, Chicago, Pasadena, Irvine, Hollywood and more based professionals can enjoy a flexible hybrid model with in-office collaboration when it makes sense.
• Wherever you're based, my clients expect clear communication, collaboration, and accountability - and in return, offers real trust and autonomy.

• Challenging, meaningful client work that helps you grow fast
  - This is not just a compliance job, you'll be working heavily in an advisory role.
• Clear paths to advancement (the firm has been growing steadily since 1991)
• Core values that actually matter
  - Integrity, Excellence, Teamwork, and DEI
• People-first culture with big-firm resources and a boutique feel

This is a confidential search, and even if the timing isn't quite right, it could be worth a quick conversation. If it feels like the kind of team you've been hoping to find, reach out and let's connect.

For this position you must be currently authorized to work in the United States. We do not sponsor for this position.