WacoRecruiter Since 2001
the smart solution for Waco jobs

Tax Manager - Immediate Fulltime Role in Dallas

Company: The Hire Solution
Location: Dallas
Posted on: February 13, 2026

Job Description:

Job Description Job Description Tax Manager Location: Dallas, TX (On-site) Overview We are seeking an experienced Tax Manager to join our well-established single-family office based in Dallas, Texas. Our office provides comprehensive accounting and tax services to a multi-generational wealth family with a focus on privacy, continuity, and scale. This senior role reports directly to the CFO and oversees all aspects of tax compliance and accounting across a diverse portfolio of individuals, trusts, foundations, and investment entities. The ideal candidate will bring deep expertise in tax and estate planning, a collaborative mindset, and a demonstrated ability to exercise discretion and maintain strict confidentiality given the private nature of the family and the office. The position is responsible for adding to the team's efforts including planning, directing, and executing all tax projects effectively. This position will also develop tax planning techniques, align accounting records with tax outcomes, liaison with tax providers and make general recommendations for tax avoidance strategies. We are looking for a team member that brings accounting and tax operations to support accurate and complete financial and tax compliance. This multi-functional organization requires a Tax Manager who will also willingly become an expert and “doer” in key dimensions. This role offers work-life balance while becoming an integral part of a dynamic team. They must embody the highest standards of character and professionalism, and possess a high level of emotional intelligence, humility, and respect. A proactive approach and a strong sense of stewardship over the family’s wealth are essential. Primary responsibilities: · Work closely as part of the accounting department to gather necessary data, prepare workpapers, and upload documents to tax provider portals for individuals, trusts, foundations, and limited liability companies/partnership investment structures. · Lead the workpaper preparation, coordination, and review of company tax submissions, ensuring all required documentation and reporting obligations are met for individuals, trusts, foundations, and limited liability companies/partnerships. · Manage tax workpapers and reconciliations for external inputs to accounting records to provide accurate and complete workpapers to external tax providers. · Prepare complex reconciliations and transaction analysis to support tax estimates, tax payments, work papers and returns. · Compile journal entries and support workpapers for tax-sensitive transactions to ensure accurate and complete records are captured in financial statements. · Oversee communications and workflow with external tax providers and attorneys with fostering effective collaboration, innovative tax planning, and issue resolution. · Help to assess current tax protocols and recommend enhancements that align with changing business needs and regulatory requirements. · Represent the family and related entities before the IRS and other regulatory bodies, managing all tax-related correspondence. · Assist in leading the administration and financial reporting of investment entities on a tax basis. · Manage and optimize software systems used for tax, accounting, and financial reporting. · Offer technical expertise for projects, transactions, and strategic business initiatives related to tax and regulatory changes. · Act as a backup for the Controller and CFO · Provides leadership and coaching to accountants and administrative staff ? Qualifications: · CPA certification, CPA candidate required · Bachelor’s degree in Tax from an accredited university · Five plus years focused experience in high-net-worth individual, foundations, flow-through entity, and family office taxation · Strong financial analytical and planning skills · Self-starter that takes initiative with a strong work ethic and professional service oriented · Excellent verbal and written communication skills · Ability to demonstrate highest personal ethics, integrity, and confidentiality

Keywords: The Hire Solution, Waco , Tax Manager - Immediate Fulltime Role in Dallas, Accounting, Auditing , Dallas, Texas


Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Log In or Create An Account

Get the latest Texas jobs by following @recnetTX on Twitter!

Waco RSS job feeds