Tax Senior

Tax Senior | CPA and Wealth Advisory Firm

$85,000 to $100,000

Most Tax Senior roles start to blur together.

More returns. More review. Another busy season.

Very little change in responsibility or exposure.

This one offers something broader.

This Dallas (TX) based CPA and Wealth Advisory firm brings tax, accounting, and financial planning together under one roof. The Partners take a long term view, focusing on relationships, sound advice, and helping clients make better decisions over time, not just hitting filing deadlines.

They are now hiring a Tax Senior who wants to grow into a more trusted, advisory led role.

This is not a volume driven prep position. You will spend more time reviewing work, working directly with clients, and supporting junior team members. You will also gain exposure to higher quality planning conversations and work closely with Wealth Advisors, giving you a clearer view of how tax fits into a client’s wider financial picture.

If you want your tax career to feel more connected, more thoughtful, and more meaningful, this is a strong step forward.

Why this role stands out

• Exposure to tax planning alongside wealth and advisory work
• Direct collaboration with CPAs, Wealth Advisors, and Partners
• Clear development toward Manager for someone who wants to progress
• A professional, relationship led culture with long term clients
• A team that values quality, trust, and doing things properly

What you will be doing

• Reviewing federal and state tax returns for individuals, partnerships, and businesses
• Acting as a main point of contact for a portfolio of clients
• Supporting planning work alongside Wealth Advisors
• Providing guidance and feedback to junior tax staff
• Building trusted, long term relationships with clients and colleagues

This role suits someone who

• Has experience operating as a Tax Senior within a CPA firm
• Is confident at review level and comfortable dealing with clients
• Is part way through the CPA or already qualified
• Has an interest in planning, advisory, and long term client relationships
• Enjoys collaboration and continued development

Compensation

$85,000 to $100,000 depending on experience and CPA progress.

If you are a Tax Senior looking for broader exposure, closer client relationships, and a clearer sense of progression, this role is well worth exploring.

How to apply (without the fuss)

If this resonates, apply. The button isn’t a marriage proposal it’s a conversation starter.

Prefer the human touch? Call me: . If the platform hides it, I’m Alex Alcock (Distinct) on Linked In. I’m around from 6am CST and after 5pm CST.

Only at ~87% of the spec? Perfect. Apply anyway. The CPA firms I work with want interesting, capable people, not carbon copies.

Don’t overthink it. Worst case: a helpful chat about your next step. Best case: the role that gets you unstuck.

Alex Alcock, Distinct Recruitment. Recruiting Tax & Public Accounting professionals for independent and regional CPA firms. Also a dad of two girls so yes, I understand deadlines, balance, and flexibility.