Privately Held Business Tax Partner

Seeking a Dallas Tax Partner who will provide strategic tax compliance and consulting services to privately held businesses (PHB), serving as the primary advisor on complex tax matters. This role combines technical expertise with active business development, leveraging strong community relationships to grow the firm’s client base. The ideal candidate has deep industry knowledge, proven success in building trusted client partnerships, and a strong record of generating new business opportunities.

Responsibilities :

• Perform partner level compliance review and tax return signoff
• Be a trusted advisor by being the primary point of contact for client throughout the year to discuss updates in their business, needs and potential solutions, accounting related issues and potential solutions, in addition to engagement management matters
• Handle client consultations on planning opportunities and changes in tax law
• Significant Involvement in practice development activities including developing a professional network or
• referral sources, assisting in proposals, or writing articles for publication
• Working on proposals and assisting in developing new business
• Meeting prospective clients and developing relationships with new and existing clients
• Supervising engagements and special projects undertaken by the firm
• Determine and approve staffing and other resource needs, and related engagement work schedules
• Develop professionals by providing formal performance feedback, career counseling and mentoring to those below Partner
• Delegate assignments to supervisors considering their skills, development needs, schedule and engagement economics
• Coaching, mentoring and assisting staff so they can develop and assist in the growth of the tax function
• Maintaining exceptional technical knowledge of new tax issues and general business trends that affect the
• client
• Play an integral role in the development of fee quotes and budgets
• Preparation of client billings and collection of outstanding accounts
• Participate in activities to develop and improve firm and department business processes

Our client is ranked among the nation’s Top 20 accounting and consulting firms and recognized as one of the Best Places to Work. They offer a collaborative community where your ideas are supported, your skills are developed, and your professional network can thrive. They have built a culture that encourages balance, connection, and personal growth. Here, you’ll find the freedom and support to pursue your passions while advancing your career alongside talented, forward-thinking colleagues.