Tax Expert for High-Net Worth Individuals

1 week ago


Dallas, Texas, United States Stoner Co Inc Full time
Job Summary

We are seeking an experienced Tax Consultant and Advisor – CPA to join our team at Stoner Co Inc in North Dallas. As a key member of our tax department, you will be responsible for managing the processes for all tax-related deliverables including tax planning, tax compliance, tax preparation, tax consultancy and review for multiple clients and entities.

Estimated Salary: $85,000 - $110,000 per year

About Us

Stoner Co Inc is a prestigious and exclusive boutique CPA firm providing excellent client service with particular attention to details that affect and maximize profitable outcomes. Our Firm places a high value on all team members and their professional development to maximize their individual and team success.

We offer a safe harbor Section 401(k) plan, paid healthcare benefits, market salary compensation, annual bonus opportunity, paid time off, health insurance, and flexible schedule during slow seasons.

Key Responsibilities
  1. Assist the team in preparing individual and business entity tax returns
  2. Work with other experienced CPAs to prepare and review required tax returns and deliverables for small to mid-sized, closely held businesses and individuals
  3. Become familiar with the firm's policies and procedures, technology, tax software and research suite, and standards for workpaper preparation
  4. Research highly complex tax issues and understand pertinent IRS rules and regulations
  5. Obtain a working knowledge of tax research techniques and various research sources in the firm's electronic library
Requirements
  1. Licensed CPA (Do not Apply Without a CPA Certificate)
  2. Bachelor's or Master's degree in Accounting, Tax, or a related field required
  3. Minimum of five years of tax related work experience in public accounting
  4. A background in tax compliance and accounting for income tax and a broad understanding of U.S. income taxation
  5. Experience with individual and business entity tax preparation and accounting


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