Tax Analyst

Tax Analyst Daniels & Erickson
• Richardson, TX, US

Compensation: Depends on Experience.

Benefits:

• Subsidized medical insurance (minimum 30 hours/week schedule)
• 401(k) match
• 401(k) profit sharing plan
• Bonus potential
• Reimbursement for licensing and professional development
• 160 hours (four weeks) of annual vacation
• Nine (9) paid annual holidays
• Life insurance
• Short- and long-term disability coverage (minimum 20 hours/week schedule)

About Daniels & Erickson:

At Daniels & Erickson, employees work on complex projects with marquee clients, with opportunities to advance professionally. Our environment emphasizes learning, hands‑on experience, and strong mentoring relationships. Consider growing your career with us.

Job Summary:

The Tax Manager will oversee multiple client teams in tax return preparation and planning, providing guidance, support, and skill development for team members. This role also involves building client relationships, managing a variety of client projects, and becoming an essential part of the client engagement team.

Knowledge & Skills Requirements:

• Bachelor’s degree in Accounting, Master of Taxation preferred
• CPA License required (or state bar)
• 5+ years of tax experience in a public accounting firm
• Experience managing individual/entity tax clients, including high-net-worth individuals and family offices
• Industry experience with clients in oil & gas, real estate, hedge funds, or private equity
• Proven ability to manage a book of business of at least $500,000
• Strong relationship-building and client partnering skills
• Ability to identify tax planning opportunities and collaborate on solutions
• Experience effectively managing multiple client engagements and engagement economics (budgets, billing, collections)
• Leadership, organizational, communication, interpersonal, problem-solving, and analytical skills
• Proficiency with technology, including MS Excel
• Experience mentoring and training team members

Other Requirements:

• Hybrid position with work-from-home privileges after 90 days
• Exempt from overtime pay; scheduled overtime required eight weeks leading up to April 15 and October 15

Equal Employment Opportunity:

Daniels & Erickson, P.C. prohibits discrimination and harassment of any kind and provides equal employment opportunities to all employees and applicants.