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**Job Title:** Tax Manager

**Location:** Dallas, TX

**Job Type:** Full-Time (Direct Hire)

**Industry:** Tax, Accounting, and Wealth Management

**Client:** Confidential

About the Company:

A Dallas-based firm provides detailed tax planning, outsourced accounting services, and wealth management through a concierge/family office model. The firm is committed to staying on the cutting edge of technology, staff development, and training. Its clients are primarily:

+ Business owners requiring integrated personal and business tax strategies

+ High-net-worth individuals seeking advanced tax planning solutions

The company’s top priority is delivering value through strategic planning and measurable tax savings.

Key Responsibilities:

+ Serve as a professional and responsive point of contact for clients

+ Oversee the end-to-end process of tax return preparation

+ Prepare, review, and plan for federal and state tax returns (individual, corporate, partnership, trust, and nonprofit)

+ Conduct financial statement analysis with tax-focused adjustments

+ Meet with clients to discuss returns, planning, and tax strategies

+ Represent clients before the IRS when necessary

+ Analyze and respond to IRS notices

+ Create and review workpapers

+ Prepare tax estimates and projections

Qualifications:

+ CPA license required

+ Bachelor’s degree in Accounting or related field from an accredited institution

+ Master’s degree in Taxation or Finance preferred

+ Minimum 5 years of experience with complex tax returns (Forms 1041, 1065, 1120, 1120-S, and 990)

+ Strong proficiency with tax and project management software

+ Experience with QuickBooks (desktop and online)

+ High level of professionalism, discretion, and reliability

+ Strong leadership and communication skills

+ Motivated, detail-oriented, and ethical

Essential Functions:

1. Act as a liaison across business lines and client services

2. Provide clients with data-driven best practices and support

3. Ensure timely and accurate information flow

4. Manage correspondence and direct internal communications

5. Maintain professionalism in all interactions

6. Handle confidential matters with discretion

7. Participate in weekly administrative team meetings

8. Support leadership with special projects as needed

Benefits and salary information will be discussed during the interview process.

Apply today to be considered for this opportunity with a well-respected firm in Dallas that prioritizes professional growth, innovation, and client success.

As part of our promise to talent, Kelly supports those who work with us through a variety of benefits, perks, and work-related resources. Kelly offers eligible employees voluntary benefit plans including medical, dental, vision, telemedicine, term life, whole life, accident insurance, critical illness, a legal plan, and short-term disability. As a Kelly employee, you will have access to a retirement savings plan, service bonus and holiday pay plans (earn up to eight paid holidays per benefit year), and a transit spending account. In addition, employees are entitled to earn paid sick leave under the applicable state or local plan. Click here (https://www.mykelly.com/help-support-working-with-kelly-us/#Benefits) for more information on benefits and perks that may be available to you as a member of the Kelly Talent Community.

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About Kelly

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Kelly Services is proud to be an Equal Employment Opportunity and Affirmative Action employer. We welcome, value, and embrace diversity at all levels and are committed to building a team that is inclusive of a variety of backgrounds, communities, perspectives, and abilities. At Kelly, we believe that the more inclusive we are, the better services we can provide. Requests for accommodation related to our application process can be directed to Kelly’s Human Resource Knowledge Center. Kelly complies with the requirements of California’s state and local Fair Chance laws. A conviction does not automatically bar individuals from employment.