Senior Tax Strategist Jobs in Rockwall,,TX,US

Our Client | Senior Tax Strategist Our Client | Wealth Management

• Tax Advisory
• Insurance Services Think You Can Lead at This Level?

Show Us. Senior Tax Strategist |

Our Client Location:

Rockwall, TX (on-site; hybrid for exceptional candidates) |

Reports To:

Tax Practice Leader The Challenge Most tax professionals are either technically elite but can't translate it

• or they're relationship naturals who tap out when the complexity gets real.

We need both. At the same time. From the same person. Our client serves business owners, high-net-worth individuals, and successful professionals who demand sophisticated tax strategy from someone they actually trust. We call this the "unicorn" profile: elite technical depth, excellent client relationship skills, and judgment that comes from having seen enough that nothing surprises you anymore. Still reading? Good. Who We Are Our client is part of a family office serving clients who need comprehensive wealth management, tax advisory, and insurance services

• without a $1M+ full-time family office staff.

They operate on the Entrepreneurial Operating System (EOS): clear accountability, systematic execution, everyone rowing in the same direction. If you thrive in structured, high-performance environments, you'll love it here. If you prefer ambiguity and the same repetitive tasks day in and out, this isn't your place. The Role You are the senior technical backbone of the Tax practice. You don't own a narrow lane

• the firm is too small and the clients too complex for that. You bring elite depth across a broad range of tax disciplines, and you deploy
• or learn
• wherever the situation demands it. But technical mastery alone doesn't get you this seat. You'll carry client relationships, lead people, and collaborate across Wealth and Insurance divisions. Nothing leaves the firm without your standard on it. Technical Leadership
• Senior technical resource across individual, business entity, estate, trust, gift, and forensic tax matters
• Value-add analysis that surfaces planning opportunities beyond compliance
• Economic awareness
• macro and micro
• that shapes timing, structure, and strategy
• Review work product for accuracy, optimization, and risk before it leaves the firm
• IRS representation when needed Client Advisory
• Trusted advisor on the most complex engagements in the portfolio
• Translate elite technical analysis into clear, actionable guidance
• especially for visionaries and founders who want the bottom line, not the IRC section
• Proactive communicator
• clients hear from you before they have to chase you
• First call when a client faces a complicated situation, before they make their move Team Leadership
• Review and oversee work product from staff and contractors
• Develop and mentor the tax team
• make others measurably better
• Contribute to process improvement and operational excellence Advisory Evolution
• Support TaxPro CFO service development
• advisory relationships beyond compliance
• Identify cross-selling opportunities with Wealth and Insurance divisions

What We're Looking For Non-Negotiable:

Technical Breadth You're a generalist at a senior level. You go deep when the situation demands it, and you know when to call the question and move. Nothing on this list should surprise you:

Individual:

HNW, complex deductions, AMT, multi-state

Business Entity:

Partnerships, S-corps, C-corps, entity structuring

Estate, Trust & Gift:

Complex estates, GST, grantor trusts, administration

Forensics:

Financial investigation, reconstructed records, litigation support

Specialty:

Real estate professional status, PAL rules, like-kind exchanges

Compliance Breadth:

Multi-state, international considerations for US persons

Non-Negotiable:

Client Relationship Excellence

• Clients feel confident after talking with you, not confused
• You adapt to your audience
• visionaries want the recommendation, not the memo
• Difficult conversations don't scare you
• Friendly and professional
• you represent a family office, not the IRS Minimum Credentials
• CPA, EA, or Attorney with IRS representation authority
• 10-15+ years of progressive tax experience
• Public accounting or professional services background
• HNW and business owner client management experience
• Team leadership and staff development experience
• DFW-based or willing to relocate to Rockwall Our Core Values We hire, evaluate, and part ways with team members based on these.

They're not wall art. Value What It Means Here Loyal Relationships first. Supportive. Team player. Respectful. Helpful. Attitude Enthusiastic. Caring. Go-getter. Results Oriented Hardworking. Committed. Goal focused. Service focused. Authentic Genuine. True to self. Worthy of others' trust. Strategic Big picture oriented. Adaptable. Loves to be an advisor Loves to help others. This is the job. Seeks to improve status quo Desires growth

• personal, professional, business. Own your outcomes You are responsible. No excuses. No blame-shifting. If Results Oriented, Strategic, and Loves to be an Advisor describe you naturally
• keep reading.

If Own Your Outcomes makes you uncomfortable, stop here. The Reality Check This role is NOT for you if you prefer a technical silo, struggle to adapt your communication style to impatient founders, wait to be told what to do, or think "trusted advisor" is marketing fluff. This role IS for you if your clients trust you implicitly and tell you so, you get energized by complexity, you can translate a sophisticated position into two sentences for a visionary, and you're ready to be the senior technical standard this practice is built around. Career Progression & Compensation Your Path Senior Tax Strategist (You Are Here) → Tax Practice Leader / Division Leadership The firm is building a multi-family office platform. People who prove themselves have room to grow. Compensation & Benefits

Bonus:

Generous performance-based structure

• 25+ days off including holidays; office closes at 3pm Fridays
• Health, dental, and vision insurance