Senior Tax Advisor & Client Strategy Executive
Decision Financial Services, Inc., Southlake, Texas, United States, 76092
Job Description
Job Description
Senior Tax Advisor & Client Strategy Executive Southlake, Texas | Full-Time A distinguished and rapidly expanding tax advisory and accounting firm in Southlake, Texas invites applications from accomplished professionals seeking to operate at the highest standard of excellence. We are searching for a refined, detail-driven Senior Tax Advisor who combines technical mastery, leadership sophistication, and the confidence to serve discerning, high-value clientele. This is not just a routine preparer role. It is an opportunity to become a trusted advisor within a firm that delivers elevated financial strategy, precision compliance, and concierge-level client service.
The Opportunity You will serve as both technical authority and client strategist overseeing complex tax engagements, supervising bookkeeping personnel, and advising accomplished individuals and businesses whose financial matters demand discretion, expertise, and strategic foresight.
Primary Responsibilities Advanced Tax Advisory & Compliance
* Prepare and review federal and state returns for individuals, partnerships, and corporations * Oversee specialized filings including estate, gift, nonprofit, and franchise tax returns * Ensure absolute accuracy and compliance across all client engagements
Strategic Tax Planning
* Analyze sophisticated financial profiles and design proactive, multi-year tax strategies * Deliver tailored guidance to minimize liabilities and optimize financial outcomes
Client Transition & Financial Reconstruction
* Lead onboarding of new clients, including forensic review and cleanup of accounting records * Resolve prior-year filings and restore clients to full compliance with efficiency and discretion
IRS & Regulatory Representation
* Prepare documentation and financial substantiation for audits, appeals, offers-in-compromise, installment agreements, and related matters
Leadership & Oversight
* Supervise bookkeeping professionals and review deliverables to ensure elite standards * Provide mentorship, direction, and workflow oversight to support team excellence
Ideal Candidate Profile
* Bachelor's Degree in Accounting (CPA or EA designation preferred) * Proven experience in tax preparation and advisory work * Demonstrated leadership background supervising or directing bookkeeping staff * Advanced proficiency in Microsoft Office, particularly Excel * Expert-level knowledge of QuickBooks Online, Xero and TaxDome * Polished communication skills with the ability to confidently engage high-net-worth individuals and sophisticated business owners * Strategic thinker with exceptional analytical and problem-solving capabilities * Highly organized, discreet, and self-directed * Adaptable professional who thrives in a dynamic, growth-focused environment * Unwavering commitment to confidentiality, ethics, and professional excellence
Compensation $70,000 - $90,000 annually , commensurate with experience, credentials, and demonstrated expertise.
Job Description
Senior Tax Advisor & Client Strategy Executive Southlake, Texas | Full-Time A distinguished and rapidly expanding tax advisory and accounting firm in Southlake, Texas invites applications from accomplished professionals seeking to operate at the highest standard of excellence. We are searching for a refined, detail-driven Senior Tax Advisor who combines technical mastery, leadership sophistication, and the confidence to serve discerning, high-value clientele. This is not just a routine preparer role. It is an opportunity to become a trusted advisor within a firm that delivers elevated financial strategy, precision compliance, and concierge-level client service.
The Opportunity You will serve as both technical authority and client strategist overseeing complex tax engagements, supervising bookkeeping personnel, and advising accomplished individuals and businesses whose financial matters demand discretion, expertise, and strategic foresight.
Primary Responsibilities Advanced Tax Advisory & Compliance
* Prepare and review federal and state returns for individuals, partnerships, and corporations * Oversee specialized filings including estate, gift, nonprofit, and franchise tax returns * Ensure absolute accuracy and compliance across all client engagements
Strategic Tax Planning
* Analyze sophisticated financial profiles and design proactive, multi-year tax strategies * Deliver tailored guidance to minimize liabilities and optimize financial outcomes
Client Transition & Financial Reconstruction
* Lead onboarding of new clients, including forensic review and cleanup of accounting records * Resolve prior-year filings and restore clients to full compliance with efficiency and discretion
IRS & Regulatory Representation
* Prepare documentation and financial substantiation for audits, appeals, offers-in-compromise, installment agreements, and related matters
Leadership & Oversight
* Supervise bookkeeping professionals and review deliverables to ensure elite standards * Provide mentorship, direction, and workflow oversight to support team excellence
Ideal Candidate Profile
* Bachelor's Degree in Accounting (CPA or EA designation preferred) * Proven experience in tax preparation and advisory work * Demonstrated leadership background supervising or directing bookkeeping staff * Advanced proficiency in Microsoft Office, particularly Excel * Expert-level knowledge of QuickBooks Online, Xero and TaxDome * Polished communication skills with the ability to confidently engage high-net-worth individuals and sophisticated business owners * Strategic thinker with exceptional analytical and problem-solving capabilities * Highly organized, discreet, and self-directed * Adaptable professional who thrives in a dynamic, growth-focused environment * Unwavering commitment to confidentiality, ethics, and professional excellence
Compensation $70,000 - $90,000 annually , commensurate with experience, credentials, and demonstrated expertise.