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White Glove financial services firm in North Dallas seeks a talented individual to join our team as a Tax Manager. This is a growth position designed for a customer service-oriented team player. This position will assist the advisory team while developing their experience with a smaller group of their own clients. Reliability, a collaborative spirit, and determination are paramount for this position.
About Smith Anglin Financial:
- We are a leading wealth management firm based in Dallas, Texas undergoing rapid growth. We help individuals and families make informed financial and tax decisions triggered by their unique life events that occur before, at and after retirement. As stewards of their wealth, we provide peace of mind by conscientiously helping clients secure their financial well-being over the course of their lives.
- Named 2019 – 2022 Best Places to Work for Financial Advisers by Investment News
- We are a small office of approximately 30 employees who are passionately dedicated to providing the highest quality wealth management and tax services to our high-net-worth clientele.
- Professionalism, integrity, and excellent customer service are key components of our company environment.
- We are looking for energetic team players with strong work ethics and positive attitudes.
- We hire amazing talent who don’t need or want to be micromanaged, allowing more time to make a difference and offer financial empowerment to our clients.
What You’ll Do:
- Manage client’s tax compliance needs and recognize tax planning opportunities
- Provide support to financial advisory team in tax planning
- Resolve notices from federal and state taxing authorities
- Conduct research on various topics as they may apply to specific clients
- Review a variety of tax returns including 1040, 1041, 1065, 1120-s and effectively communicate results to clients
- Actively support and assist wealth advisors and tax team
- Provide white glove service to clients and team members for a variety of tax needs
About You:
- Bachelor’s degree with a major in accounting
- EA or CPA preferred
- 5+ years of income tax preparation and review experience
- Strong sense of urgency, adaptability, flexibility and resourcefulness
- Solid organizational skills, follow up, and high attention to details
- Excellent interpersonal, written and verbal communication skills
Additional Position Details:
- Full-time position and competitive salary
- In-Person position, not remote
- 401(k)
- 401(k) matching
- Dental/Vision insurance
- Health insurance
- Life insurance
- Paid time off
- Professional Development Assistance
- Great Work-Life Balance
- Company Social Events
Job Type: Full-time
Pay: From $95,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- AD&D insurance
- Bereavement leave
- Continuing education credits
- Dental insurance
- Dependent health insurance coverage
- Disability insurance
- Family leave
- Health insurance
- Life insurance
- On-site gym
- Opportunities for advancement
- Paid sick time
- Paid time off
- Parental leave
- Prescription drug insurance
- Professional development assistance
- Tuition reimbursement
- Vision insurance
- Volunteer time off
Experience level:
- 5 years
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
- Overtime
Ability to commute/relocate:
- Dallas, TX 75254: Reliably commute or planning to relocate before starting work (Required)
Experience:
- Tax experience: 3 years (Required)
- Lacerte: 1 year (Preferred)
Language:
- English (Required)
License/Certification:
- CPA (Preferred)
- Enrolled Agent (Preferred)
Work Location: One location
