Attorney in Fort Worth, TX

In-House

Fort Worth, TX

Attorney in Fort Worth, TX

Non-practicing Attorney

5-5 yrs required

No

Job Title:
Tax Manager - Private Wealth

Job Responsibilities:
As a Tax Manager in the Private Wealth Tax practice, you will be responsible for:

- Performing high-level reviews of tax research related to individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns.
- Preparing and leading client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions.
- Training, mentoring, and supervising new and experienced Tax Consultants and Tax Seniors.
- Taking on lead client-contact roles, billing, and profitability analysis on engagements.
- Involvement in marketplace eminence building and pursuits.

Education and Experience Information:
Required:

- Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 – 3 days per week.
- Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve.
- 5+ years of public accounting experience (at least 3 years in investment management).
- One of the following accreditations obtained:
- Licensed CPA in the state of practice/primary office if eligible to sit for the CPA
- If not CPA eligible:
- Licensed attorney
- Enrolled Agent
- Certifications:
- Chartered Financial Advisor (CFA)
- Certified Financial Planner (CFP)
- Bachelor's degree in accounting, finance, or another business-related field.
- Experience reviewing partnership and/or trust documents.
- Experience managing projects including scheduling, budgeting, client correspondence, and billing.
- Strong communication, interpersonal, and organizational skills.
- Excellent research and writing skills.

Preferred:

- Advanced degree such as MST, MAcc, JD, or LLM.
- Prior Big 4 or large CPA firm experience.
- Knowledge of fund accounting and general ledger accounting.

Salary Information:
The wage range for this role considers a wide range of factors, including skill sets, experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. A reasonable estimate of the current range is $93,660 to $213,200. Additionally, you may be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, depending on various factors including individual and organizational performance.

Additional Information:
- Recruiting for this role ends on June 1, 2026.
- Company values its people and offers a broad range of benefits.
- The company culture is inclusive, empowering employees to contribute their unique perspectives and make a difference.
- Professional development opportunities are available, providing a variety of opportunities to continue to grow throughout your career.
- All qualified applicants will receive consideration for employment without regard to legally protected characteristics in accordance with applicable law.
- Qualified applicants with criminal histories will be considered for employment in accordance with applicable state and local laws.