What qualifications are typically required for a tax senior position in Dallas focusing on high-net-worth individuals?

A tax senior position usually requires a Bachelors degree in Accounting or Finance, CPA certification, and several years of experience in public accounting with a focus on high-net-worth individual tax returns.

What responsibilities does a tax senior have when handling tax returns for high-net-worth individuals?

Responsibilities include preparing and reviewing complex tax returns, ensuring compliance with federal and state regulations, providing strategic tax planning advice, and identifying opportunities for tax savings for high-net-worth clients.

How important is experience with private wealth management in securing a tax senior role in Dallas?

Experience with private wealth management is highly valued as it demonstrates an understanding of the unique financial situations and needs of high-net-worth individuals, which is crucial for effective tax planning and advisory services.

What software skills are essential for a tax senior working on high-net-worth individual accounts?

Proficiency in tax preparation software such as UltraTax or CCH Axcess Tax, as well as strong skills in Microsoft Excel and familiarity with financial reporting tools, are essential.

Are there specific networking opportunities or professional groups recommended for advancing a career as a tax senior dealing with high-net-worth individuals in Dallas?

Joining organizations like the Texas Society of CPAs (TXCPA) or local chapters of the American Institute of CPAs (AICPA), attending industry conferences, and participating in local finance or taxation networking events can be beneficial.

Tax Senior CPA - Dallas, TX

Name: Frontline Source Group
Address: 603 Munger Ave, Suite 100-209, Dallas, Texas, 75202, US
Telephone: (214) 760-7700
Rating: 4.9

Published on: Jun 26, 2025

Apply to this Position

Our client located in Dallas, TX is seeking two Tax Seniors to join their team on a direct hire basis.

Company Profile:

Full-Service CPA Firm
Established over 30 years ago
Tenured Team with very low turnover
Hybrid work arrangement

Responsibilities of the Tax Senior:

Assist with preparation and filing of federal and state tax returns for High Net Worth Individuals (HNWI) and Partnerships in industries like Oil & Gas, Energy, Manufacturing, Real Estate, and Financial Services.
Contact clients to gather missing information or documentation required for their tax files.
Support State and Federal audits if necessary.
Collaborate with Tax Managers and the Tax Director on various projects and engagements.

Qualifications for the Tax Senior role:

CPA license preferred but not required
Minimum of 2+ years of tax experience, with at least half in a public accounting firm
Strong multitasking and critical thinking abilities
Excellent verbal and written communication skills

Features and Benefits:

Generous PTO
Comprehensive Medical/Dental/Vision coverage
Retirement contribution and matching up to 4%
Hybrid work arrangement with flexible primary work hours
Lower busy season hours compared to industry standards
Attractive bonus structure