Tax Senior Manager
Location: DFW Metroplex
Firm Size: 40-50 employees
Reports To: COO Partner
We are a dynamic, growing CPA firm serving a diverse client base across industries including construction, real estate, manufacturing, retail, restaurants, and governmental entities. With a focus on exceptional client service and technical excellence, we provide an environment where professionals can thrive and grow toward partnership. As one of Texas' premier certified public accounting firms, we are proud to be recognized as:
🏆 2025 Best-In-State CPAs by Forbes Magazine
🏆 2024 America's Top 200 CPAs by Forbes Magazine
🏆 D Magazine CPA Industry Leader
🏆 #2 Best Places to Work in DFW — Dallas Business Journal, 2023 (Small Company Category)
We combine deep industry expertise with a personalized, relationship-driven approach — treating each client like family and tailoring solutions to meet your unique financial goals. Whether you’re an individual, a growing business, or an established enterprise, we deliver insights and strategies that drive results.
Position Summary
The Audit Director will lead and expand our audit practice while overseeing the delivery of high-quality audit and assurance services to our clients. This role requires a seasoned audit professional with extensive experience in financial statement audits across multiple industries, including exposure to governmental audits under GASB standards. The ideal candidate is a strong leader with the drive to develop client relationships, grow the practice, and progress toward firm partnership.
Key Responsibilities
- Coordinate tax return preparation, audits, and responses to notices in collaboration with external tax advisors.
- Respond to IRS, state, and local tax notices, as well as audit inquiries.
- Maintain detailed workpapers to support tax provisions and returns.
- Provide timely and accurate tax-related guidance to clients regarding ongoing personal and business tax issues.
- Participate in tax planning by reviewing and providing feedback on staff-prepared projects.
- Prepare and/or review complex tax returns, including corporate, partnership, and individual filings.
- Develop, coordinate, and supervise tax staff projects, providing guidance and oversight.
- Build and maintain client relationships, addressing tax issues proactively and offering process improvement recommendations.
- Conduct tax research, write memoranda, and consult with clients on technical tax issues.
- Manage quarterly federal and state estimated tax payments and annual extensions.
- Lead tax staff in delivering high-quality, timely tax work.
- Review tax research, tax returns, and other deliverables to ensure accuracy and compliance
Qualifications
- Certified Public Accountant (CPA) license or actively working toward CPA licensure.
- In-depth knowledge of tax forms such as 990, 5500, 1040, 1120, and 1065.
- Proficiency in CCH Axcess tax software and Microsoft Office Suite.
- Bachelor’s degree in Accounting, Finance, or a related field (Master’s in Taxation preferred).
- Strong leadership, communication, and client relationship skills.
- Ability to manage multiple projects, meet deadlines, and mentor tax staff
Why Join Us?
- Opportunity to lead and grow a critical service line.
- Clear path to partnership for motivated professionals.
- Collaborative and supportive firm culture.
- Diverse and challenging client base.
- Competitive compensation and benefits package.