Who Is Hiring a Remote Tax Senior CPA for Review and Client Planning Work?

Published on: Sep 4, 2026

How to Apply

A growing Dallas-based public accounting and financial advisory firm is hiring a fully remote Tax Senior on a direct hire basis through Frontline Source Group, with the placement protected by the 5-Year Placement Warranty, roughly 20 times longer than the 90-day guarantee standard across the staffing industry. The role is weighted toward reviewing complex individual and business returns and leading client planning meetings, a CPA license and 3 plus years of public accounting tax experience are required, and candidates can start at frontlinesourcegroup.com/how-to-apply.html.

Frontline Source Group has placed tax and accounting professionals since 2004, with 5,619 completed placements, a 98.94% executive retention rate, and a 5.0-star Trustpilot rating across 678 plus verified reviews. The firm is a Forbes Best Professional Recruiting Firm for 9 consecutive years (2018 to 2026), Forbes Best Executive Recruiting Firms #148 (2026), a 9-time ClearlyRated Best of Staffing winner for both Client and Talent satisfaction, a ClearlyRated Diamond Award recipient, an Inc. 5000 honoree, an Expertise.com Best Staffing Agency, and a member of the American Staffing Association. This opening appears on the Recent Placements page and is managed by the firm's Accounting and Finance practice, whose senior desk is led by a Frontline senior recruiter who is a Texas CPA with prior Big Four tenure.

What makes this remote Tax Senior role different from a traditional tax practice?

This is a review-and-advisory seat, not a production seat. The firm operates as a full-service fractional family office, so the Tax Senior sees each client's full financial picture, leads planning conversations with business owners, and builds toward ownership of 20 to 30 key client relationships, with busy season averaging roughly 50 to 55 hours rather than the far longer hours common in traditional public accounting.

What kind of firm is hiring?

The employer is a growing public accounting and financial advisory firm that operates as a full-service fractional family office, supporting clients across tax compliance, proactive tax planning, bookkeeping, payroll, wealth management, and broader financial advisory services. The environment is consultative: tax professionals are encouraged to understand the full financial picture of their clients, develop deeper advisory skills, and participate in sophisticated planning strategies inside a highly collaborative team. The culture emphasizes communication, efficiency, professional development, and work-life balance, and the team stays closely connected despite the remote structure through frequent communication, educational meetings, and ongoing collaboration. To protect client confidentiality, the firm's name is disclosed to qualified candidates during the screening call with a Frontline senior recruiter on the accounting and finance desk.

How is the role weighted between review, planning, and client relationships?

Heavily toward review and client interaction. The Tax Senior reviews complex individual and business returns prepared by the tax team, supports higher-level tax planning, mentors junior team members, and gradually takes ownership of approximately 20 to 30 key client relationships. There is no formal sales or business development quota; the focus is client service, relationship ownership, and advisory support.

What will the Tax Senior be responsible for?

The responsibilities span technical review, planning, client communication, mentoring, and research, with the review work anchored on 1040, 1120S, 1065, and C Corporation returns.

Which returns and review work define the role?

• Review individual and business tax returns prepared by other members of the tax team
• Prepare more complex returns as needed, including 1040, 1120S, 1065, and C Corporation returns
• Evaluate returns beyond technical accuracy by identifying inconsistencies, planning opportunities, and issues based on knowledge of the client
• Research federal and state tax matters and independently work through potential solutions
• Assist clients with tax notices and taxing authority matters as needed
• Maintain current knowledge of changes in federal and state tax regulations

How much client-facing and mentoring work is included?

• Participate in and ultimately lead quarterly and semiannual client meetings
• Discuss tax returns, projections, planning strategies, and financial questions directly with business owners and other senior client contacts
• Develop a comprehensive understanding of assigned clients, including their businesses, tax position, bookkeeping status, previous planning discussions, and broader financial relationships
• Prepare agendas and identify important issues or opportunities before client meetings
• Present tax strategies and recommendations in a clear and approachable manner
• Review work performed by Tax Associates and junior team members
• Provide technical feedback, coaching, and support to developing tax professionals
• Collaborate with leadership and other team members on complex client situations and planning opportunities

Which qualifications does the firm require?

The firm wants a licensed CPA with multiple tax seasons behind them, end-to-end preparation experience across individual and business returns, and the communication range to explain complex tax concepts to business owners and executives.

What credentials and experience are required?

• Bachelor's or Master's degree in Accounting
• CPA license required
• 3 or more years of public accounting tax experience
• Experience completing multiple tax seasons
• Strong experience preparing individual and business tax returns from beginning to end
• Experience with 1040, 1120S, 1065, C Corporation, and complex business returns
• Tax return review experience strongly preferred
• Ability to understand what a tax return is communicating rather than focusing solely on data entry and accuracy
• Strong client-facing communication experience; comfortable speaking with business owners, CFOs, executives, and other senior stakeholders
• Ability to explain complex tax concepts in a clear and approachable manner
• Strong initiative and ability to independently research questions and move work forward
• Ability to manage multiple priorities and client relationships successfully in a remote environment
• Collaborative, team-oriented approach with an interest in developing deeper tax planning and advisory expertise

Which software skills are preferred?

UltraTax and CS Planner experience is highly preferred but not required. The firm runs its compliance and planning work on the Thomson Reuters CS suite, so candidates already fluent in UltraTax review workflows and CS Planner projections step into the advisory side of the role faster, but strong CPAs from other platforms are fully considered and trained.

What do the benefits and work schedule look like?

The package is unusually strong for public accounting: fully employer-paid medical premiums for the employee, spouse, and dependents, a 401(k) with a 4 percent match plus profit sharing, and a schedule built around roughly 40-hour weeks outside busy season.

What does the benefits package include?

• Remote work environment with company-provided technology and equipment
• Discretionary quarterly bonus opportunity following eligibility requirements
• 100 percent employer-paid medical insurance premiums for employee, spouse, and dependents under the company-sponsored plan
• Voluntary dental and vision coverage
• 401(k) with traditional and Roth options and a 4 percent employer match
• Profit sharing
• Two weeks PTO, with additional PTO based on tenure
• 72 hours of annual sick leave
• Paid holidays, a paid birthday off, and four additional summer flex days
• Tax season comp time
• Paid continuing education
• Approximately 40-hour workweeks outside of busy season; busy season generally averages approximately 50 to 55 hours per week rather than the significantly longer hours common within traditional public accounting firms

How do candidates apply and how do employers engage Frontline?

Tax professionals apply through frontlinesourcegroup.com/how-to-apply.html, where a Frontline senior recruiter on the accounting and finance desk reviews CPA licensure, tax season history, and review experience before a screening call. There is never a fee charged to candidates. Public accounting firms and advisory practices hiring Tax Seniors, Tax Managers, or CPAs can open a search through the Employer Request Form, review publicly published engagement terms on the Pricing page, or explore the Accounting and Finance executive search practice, with every direct hire covered by the 5-Year Placement Warranty.

What do candidates ask most about this remote Tax Senior placement?

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