Tax Consultant

Job Description:

Parallel Advisors is looking for a results-driven, experienced Tax Consultant for our rapidly expanding tax department. You will be joining a fast-growing Registered Investment Advisory firm with a culture of entrepreneurship, education, and collaboration. Our Tax Consultants work closely with our Tax Manager, clients, and financial advisors to deliver high-touch service to our clients.

This position will report to the Tax Manager and will work to aid our organization in maintaining a high level of service to our clients in the areas of tax compliance, tax advisory, and proactive planning. You may also be asked to work with other cross-functional teams on other duties, such as financial projections, which support our service model and the overall mission of the Firm.

This position is based in our Dallas, TX office. Parallel is currently operating in a three-day in-office hybrid work structure.

Primary Responsibilities:

• Preparation of complex tax returns for high-net-worth individuals and their related business and investment entities.
• Analysis of client books (e.g. QBO) for extraction of pertinent tax data and to propose year-end adjustments where appropriate.
• Prepare Quarterly & Year-End Tax Projections for clients and compute estimated tax payments.
• Perform tax research and recommend solutions to client tax questions as needed.
• Act as point person for assigned clients, responding to technical questions and requests from clients and/or advisors as they arise.

Qualifications:

• BA/BS in Finance, Accounting, or related field
• Active CPA license or IRS Enrolled Agent (CPA preferred)
• 5+ years experience preparing complex tax returns for high net worth clients
• Ability to use deductive reasoning to identify or determine if the client qualifies for credits or deductions
• Exceptional analytical skills for solving mathematical problems
• Exceptional organizational, communication, and interpersonal skills
• Ability to work effectively in a fast-paced and deadline-oriented environment
• Capability to manage multiple demands and competing priorities.
• Sound judgment regarding confidential and sensitive matters.
• Experience with Lacerte and SurePrep required
• Experience with QuickBooks Online preferred
• CRM experience (Salesforce preferred) a plus.

Salary and Benefits:

• Salary based upon experience
• Opportunity for a discretionary, semi-annual incentive award
• Benefits including health care, dental, vision, and 401K matching
• Opportunity for support of professional development and continuing education requirements and other professional development

Company: Parallel Advisors, LLC

• Parallel Advisors is a fast-growing, independent, Registered Investment Advisory firm. We are headquartered in San Francisco, CA and have offices in Arizona, Colorado, Hawaii, Ohio, Oklahoma and Texas.
• To enhance our clients’ futures, we seek to know where they are today and where they want to be tomorrow. That means understanding not only their assets, such as concentrated stock holdings, real estate, and earning potential but also their aspirations, including their future financial goals.
• With this information in-hand, we chart, assess, and evaluate different scenarios based upon their unique objectives, risk tolerances, and time horizons. From this insight, we build a financial framework from which all our recommendations – including savings directives, insurance requirements, and investment strategies – flow. This framework provides a repeatable, measurable way to make objective decisions as to how to allocate their assets now and into their future.
• We offer our clients an open array of investment solutions, fee-only, and independent of any proprietary platforms.
• At Parallel, we combine the best advisors and industry-leading technology in collaborative partnership to offer our clients an extraordinary experience.
• Parallel Advisors, LLC is an Equal Opportunity Employer.