Distinct | North America · 4 days ago
Tax Senior
Distinct is a CPA and Wealth Advisory firm based in Dallas, TX, seeking a Tax Senior who wants to grow into a more advisory-led role. This position focuses on reviewing tax returns, collaborating with Wealth Advisors, and building long-term client relationships while providing guidance to junior staff.
Responsibilities
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
Qualification
Required
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