What you'll do: Manage a portfolio of high-net-worth individual and business clients Execute proactive tax planning strategies alongside senior advisors Prepare and review complex federal and state tax returns Participate in client meetings, quarterly reviews, and monthly AMAs Identify planning opportunities and communicate them clearly to clients Stay current on tax law changes and assess impact across the client base What we're looking for: Active EA or CPA designation required 4+ years of tax experience, ideally with high-income individuals or small business owners Comfortable with complexity — S-corps, partnerships, real estate, investments Strong communicator who can translate tax strategy into plain language Self-directed and comfortable in a fast-moving, non-corporate environment Experience with oil & gas or investment structures a plus

Pay:

$125,000.00 - $250,000.00 per year

Benefits:

401(k) 401(k) matching Continuing education credits Dental insurance Disability insurance Employee assistance program Flexible schedule Health insurance Health savings account Life insurance Opportunities for advancement Paid sick time Paid time off Parental leave Profit sharing Referral program Retirement plan Vision insurance Wellness program Work from home Application Question(s): How many years of experience do you have working in Public accounting? Do you have an active CPA or EA?

Work Location:

Hybrid remote in Grapevine, TX 76051