Tax Accountant

Who We Are

At Rootbound Partners, we put people at the center. We help leaders look beyond resumes to hire for proven skills and trajectory—not just pedigree. Our process uncovers true alignment so companies make the right hire the first time, and professionals thrive in roles that reignite their spark. We specialize in Accounting & Finance, HR, and Business Enablement & Executive Support placements across all industries.

We’re representing a private, Dallas-based family office–style organization known for its stability, integrity, and long-term mindset. The team operates in a low-ego, collaborative environment where quality work, mutual respect, and life outside the office are genuinely valued. This is a place where people build lasting careers, not just fill seats.

• Support a hybrid role that blends tax-related work with general accounting responsibilities, shifting focus based on business needs throughout the year.
• Assist with organizing and preparing materials used in federal and state tax filings, with an emphasis on partnership-related work.
• Help manage incoming tax documentation by tracking information, identifying gaps, and coordinating follow-ups.
• Contribute to quarterly tax planning efforts by assisting with estimates and high-level taxable income projections.
• Provide ongoing support for tax-related projects, reviews, and inquiries as they arise.
• Help maintain consistency between accounting records and tax reporting to ensure accuracy across entities.
• Assist with routine close activities, including basic journal entries, reconciliations, and internal financial reporting.
• Support day-to-day accounting operations such as payment processing, cash tracking, and intercompany activity.
• Contribute to documentation efforts and participate in ongoing process and system improvements.

• Strong work-life balance with minimal overtime and flexible scheduling.
• Supportive, approachable leadership in a calm, low-pressure environment.
• Beautiful office setting with private workspace and a professional atmosphere.
• A culture that genuinely encourages employees to prioritize important personal and family commitments.
• Long-term team mindset where people stay, grow, and build meaningful careers.

• Bachelor’s degree in Accounting or a closely related field.
• 1–2+ years of experience supporting tax or accounting work in a professional environment.
• Exposure to partnership structures or multi-entity accounting preferred.
• Public accounting experience a plus, but not required.
• Strong Excel skills and comfort working across both structured tasks and ad hoc requests.
• Detail-oriented, polished communicator who is motivated to learn and grow.
• Comfortable working in a stable, collaborative, low-ego environment.

If this opportunity sounds like a place you’d like to plant your roots, we’d love to connect. Please send your resume directly to  or apply through this posting to be considered.

Rootbound Partners is an equal opportunity employer and considers all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other status protected by law. This description is not a contract and may be revised as business needs evolve. This opening is managed by Rootbound Partners on behalf of our client;

client details will be shared with qualified candidates later in the process. Reasonable accommodation is available for qualified individuals with disabilities upon request.