Description

A well-established, single-owner tax practice in Addison, TX, is built entirely on word-of-mouth referrals, serving a loyal, long-tenured client base that includes individuals, C-corps, S-corps, and partnerships. The firm’s lead CPA brings 19 years of expertise from the IRS, including experience as a Large Case Manager, and is known for delivering a personal, high-touch client experience. The team is relocating to a newly renovated office in the same area this year, providing an opportunity for a strong tax professional to help carry the workload and grow alongside an established book of business.

Company Culture and Environment

The practice fosters a caring and competent environment where there is no cold marketing or internal politics. Client relationships often span decades, and the team takes pride in treating clients and each other with genuine care.

Career Growth and Development Opportunities

This position offers the opportunity to serve as a knowledgeable backup and potential succession resource for the firm’s lead CPA, providing a pathway for professional development and growth within the practice.

Detailed Benefits and Perks

• Open and negotiable compensation based on the arrangement — full-time, part-time, or contract, scaled to level of involvement.
• Flexibility for remote work, while maintaining some in-office presence for client meetings.

Compensation and Benefits

Compensation is open and negotiable based on the arrangement, with options for full-time, part-time, or contract work. The structure is scaled according to the level of involvement.

Why you should apply for this position today

By joining this practice, you will work in a supportive environment that values long-term client relationships. If you enjoy tax work and seek a stable, high-quality role without the pressures of larger firms, this opportunity is ideal for you.

Skills

• Licensed CPA required.
• Solid experience with individual and business tax returns; S-corp, C-corp, and partnership experience preferred.
• Familiarity with Lacerte is strongly preferred; candidates willing to train on it are welcome.
• Comfortable with QuickBooks Desktop or eager to learn.
• Warm and communicative with clients, emphasizing relationship-driven service.
• Open to candidates at any career stage, including experienced professionals 55+ seeking stable tax work and those with their own small practice looking for overflow capacity.

Responsibilities

• Prepare and review individual, partnership, C-corp, and S-corp tax returns.
• Sign tax returns as the approved preparer and interface directly with the IRS.
• Build returns from source documents rather than relying on client-completed workbooks.
• Serve as a knowledgeable backup and eventual succession resource for the firm’s lead CPA.
• Advise clients on entity structure, tax planning strategy, and major transactions.
• Maintain organized, audit-ready client files, including corporate record books.

Qualifications

• Strong experience in preparing and reviewing tax returns.
• Experience with individual and business tax returns is a must; preference for S-corp, C-corp, and partnerships.
• Excellent communication skills and ability to build client relationships.

Education Requirements

• Bachelor’s degree in Accounting or a related field.

Education Requirements Credential Category

• CPA License required.

Experience Requirements

• Solid experience in tax preparation for individuals and businesses.
• Experience with Lacerte and QuickBooks is preferred.

Why work in Dallas, TX

Dallas offers a vibrant urban environment with a rich mix of culture, arts, and business opportunities. The city is known for its strong economy, diverse communities, and excellent quality of life, making it an attractive location for both personal and professional growth.