About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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What You’ll Do

You will support private tax engagements within the Tax Services practice for high-net-worth individuals and privately owned businesses. Work closely with the engagement team to gather, validate, and prepare tax documentation and filings, and help ensure high-quality, compliant client deliverables.

• Preparing partnership tax returns and related supporting schedules for private clients and privately owned businesses
• Gathering, organizing, and validating tax data from client records, prior returns, and internal sources
• Drafting tax documents, calculations, and workpapers to support filing positions and compliance activities
• Reconciling account balances and reviewing financial information to identify discrepancies and follow-up items
• Researching tax rules, recent legislation updates, and filing requirements to support accurate preparation work
• Applying tax compliance and documentation standards across personal income tax, trust tax, and partnership tax matters
• Monitoring deadlines and status updates to support timely completion of recurring tax preparation tasks
• Communicating findings, questions, and information needs to team members and client contacts clearly and professionally

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What You Must Have

• Bachelor’s degree in Accounting, Finance, or a directly related field
• At least 1 year of relevant tax or accounting experience
• Strong attention to detail and ability to follow professional tax and documentation standards
• Basic familiarity with partnership tax concepts and personal/trust tax compliance

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What Sets You Apart

• Experience preparing partnership tax returns or supporting partnership tax engagements
• Experience with trust tax returns or returns for high-net-worth individuals
• Ability to gather information from multiple sources and identify patterns or discrepancies
• Strong communication skills — active listening, asking clarifying questions, and summarizing findings
• Demonstrated ability to learn professional tax standards and apply independence rules
• Comfortable adapting to changing client needs in a fast-paced environment

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Compensation & Benefits

• Salary range: $50,500 - $112,500 (actual compensation dependent on skills, experience, qualifications, and applicable employment laws)
• Eligible for an annual discretionary bonus
• Confidential Client offers a benefits package that may include medical, dental, vision, retirement savings, paid time off, and other standard benefits — specific offerings vary by hire and location

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Location & Work Arrangement

This position is based in Highland Park, TX. Work arrangement (on-site, hybrid, or remote) will be determined by the hiring team and should be confirmed during the interview process.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.