Top 227 Dallas cpa firm Jobs in Dallas, Tx

Project Manager (Professional Services)
Cohesion —Dallas, TX
- $75,000 - $85,000 a year
- Full-time
- Background check
- Microsoft Excel
- Mid-level
- Health savings account
- Health insurance
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9d
Tax Senior (CPA Firm)
ilocatum —Dallas, TX
- $70,000 - $100,000 a year
- Full-time
- Hybrid work
- Management
- CPA
- Writing skills
- Disability insurance
- Health insurance
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Financial Reporting Manager
Thomas Edwards Group Inc. —Coppell, TX
- $150,000 a year
- CPA
- Research
- Mid-level
Quick Apply
HR & Operations Administrator
Blocksi, Inc —Dallas, TX
- $55,000 - $68,000 a year
- Full-time
- Background check
- English
- Mid-level
- Paid jury duty
- Health savings account
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4d
Software Developer
Whitley Penn LLP —Dallas, TX
- 8 hour shift
- Hybrid work
- Computer science
- Computer Science
- Mid-level
- Profit sharing
- Wellness program
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Law Firm HR & Accounting Specialist
Burnett Specialists —Dallas, TX
- $65,000 - $75,000 a year
- Mid-level
- Recruiting
- Commercial
- 401(k)
- Vision insurance
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Accounting Manager
SimpleHire —Dallas, TX
- $100,000 - $130,000 a year
- Full-time
- Hybrid work
- Management
- CPA
- Office
- Health savings account
- Health insurance
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8d
Accountant - New Clients
Cain Watters & Associates, LLC —Frisco, TX
- $75,000 - $90,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Urgent Care
- Paid parental leave
- Health savings account
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Staff Accountant
Cain Watters & Associates, LLC —Frisco, TX
- $70,000 - $78,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Urgent Care
- Paid parental leave
- Health savings account
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Internal Auditor (Dallas, TX) - Austin Industries
Austin Industries —Dallas, TX
- CPA
- Engineering
- Office
- Disability insurance
- Health insurance
Advisor - Dallas
Brighton Jones —Dallas, TX
- Full-time
- CPA
- Data analysis skills
- Office
- Profit sharing
- Paid parental leave
Tax Analyst - Income Tax (Dallas)
Texas Instruments —Dallas, TX
- $73,500 - $110,500 a year
- CPA
- Research
- Mid-level
Accountant I (Dallas, TX) - Austin Commercial
Austin Commercial —Dallas, TX
- CPA
- Office
- Finance
- Disability insurance
- Health insurance
Tax Staff
LJB CPA —Dallas, TX
- Full-time
- Research
- Mid-level
- Office
- Continuing education credits
- Dental insurance
Quick Apply
5d
Compliance, Business Intelligence Group, Associate, Dallas
Goldman Sachs —Dallas, TX
- CPA
- Research
- Office
- Disability insurance
- Health insurance
2d
Associate, Valuations
Bellwether —Dallas, TX
- Full-time
- Microsoft Excel
- CPA
- 5 years
- Health savings account
- Paid holidays
Quick Apply
Assistant Controller
Roofstock —Dallas, TX
- $150,000 - $175,000 a year
- Hybrid work
- Microsoft Excel
- CPA
- Office
- Paid parental leave
- Paid holidays
Accounting Manager
Pariveda —Dallas, TX
- $139,100 - $153,000 a year
- Full-time
- Hybrid work
- 6 years
- CPA
- Research
- Paid parental leave
- Health savings account
Senior Accountant (CPA) – Specialist Taxation
Swanson Reed —Dallas, TX
- $30 an hour
- Part-time
- CPA
- Mid-level
- Office
- On-the-job training
Tax, Corporate Tax Accounting, Compliance & Reporting, Analyst/Senior Analyst, Dallas
Goldman Sachs —Dallas, TX
- CPA
- Research
- Mid-level
- Disability insurance
- Health insurance

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Project Manager (Professional Services)

Cohesion
Dallas, TX

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Job Details

Full-time
$75,000 - $85,000 a year
9 days ago

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Tuition reimbursement
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Employee discount
Life insurance

Qualifications

Optimizing workflow processes
Customer communication
Microsoft Excel
Public accounting
Workflow management (operations management method)
HubSpot CRM
Administrative experience
Project management
Bachelor's degree
Client services experience
Accounting firm experience
Project stakeholder communication

Full Job Description

POSITION TITLE: Project Manager

DIVISION/DEPARTMENT: Tax

REPORTS TO (TITLE): Director of Tax

SUPERVISES: None

COMPANY DESCRIPTION: At Cohesion Companies, LLC we provide detailed tax planning, outsourced accounting services and wealth management services via a concierge/family office model that position our clients for savings and for success. We aim to be on the leading edge of technology, staff, and training. The clients who we target and who have the best experience with our firm are (1) business owners who need help with personal and entity tax planning and/or (2) high net worth individuals with tax planning opportunities. Our top priority is to provide value and tax savings to our clients.

BASIC FUNCTION:

The Project Manager is responsible for overseeing the workflow, coordination, and execution of tax engagements from project creation through final filing and closeout. Working closely with the Tax Director, Director of Operations, Tax Managers, Tax Staff, and other key client facing stakeholders, this role is responsible for project management, workflow oversight, capacity coordination, KPI reporting, process improvement, and technology utilization within the Tax Department. The Project Manager helps ensure tax engagements move efficiently through the firm while maintaining a high level of client service and compliance.

ESSENTIAL FUNCTIONS:

Tax Project & Workflow Management

· Own the lifecycle of tax projects from setup through completion, filing, and closeout.

· Create and maintain tax projects within CCH, HubSpot, and other designated firm systems.

· Coordinate with the Tax Director and Tax Managers regarding project priorities, assignments, deadlines, and workload distribution.

· Monitor project progress and proactively shepherd engagements through each stage of completion according to established timelines and firm standards.

· Maintain visibility into all active tax engagements and communicate project status to leadership and staff, identifying workflow bottlenecks, overdue projects, capacity concerns, and resource constraints and elevate issues as appropriate.

· Assist leadership with workload balancing, project assignments, and capacity planning.

· Coordinate the collection of client information and follow up on outstanding deliverables necessary to keep projects moving.

Process Improvement, Technology & Reporting

· Collaborate with the Tax Director and Director of Operations to improve departmental processes, workflow efficiency, and technology utilization.

· Maintain and report on departmental KPIs, including workflow aging, turnaround times, on-time completion metrics, capacity utilization, and project status.

· Generate reports and provide operational insights to assist leadership in managing department performance.

· Document and maintain tax department processes, workflows, checklists, templates, and standard operating procedures.

Tax Project Filing Support

· Assist with assembly, delivery, filing, and closeout of tax returns and related projects and client deliverables.

· Ensure filing confirmations, engagement records, and required documentation are properly maintained.

· Monitor filing deadlines and assist in ensuring timely submission of tax returns and related filings.

· Maintain electronic client files and project documentation in accordance with firm procedures.

· Track outstanding signatures, authorizations, and client approvals required for filing and delivery.

· Serve as a point of contact for project status updates, document requests, and routine client communications.

· Provide administrative support necessary to facilitate the efficient completion of tax engagements.

MARGINAL FUNCTIONS:

· Act as a point of contact with clients as needed.

· Address all situations with a high level of confidentiality and discretion.

· Work on special projects as requested by the Leadership Team.

· Any reasonable task as assigned by the Partners, Tax Director, or immediate supervisor.

QUALIFICATIONS:

· Bachelor's degree preferred; equivalent professional experience will be considered.

· 3–5 years of experience in project management, tax operations, public accounting administration, or professional services operations.

· Experience working within a CPA firm, tax practice, or accounting environment required.

· Experience with CCH, HubSpot, or another project management workflow management systems preferred.

· Demonstrated ability to manage multiple projects, deadlines, and stakeholders simultaneously.

· Strong organizational, project management, and communication skills.

· Exceptional attention to detail and ability to manage multiple priorities and deadlines.

· Strong client service orientation and professional communication skills.

· Proficiency in Microsoft Office Suite, particularly Excel.

Job Type: Full-time

Pay: $75,000.00 - $85,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Employee discount
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Tuition reimbursement
Vision insurance

Experience:

CPA firm, tax practice, or accounting environment: 1 year (Required)
project management or tax/accounting operations: 3 years (Preferred)
CCH, Hubspot or other PM software: 1 year (Preferred)

Ability to Commute:

Dallas, TX 75231 (Required)

Work Location: In person

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Refine Your Search

dallas cpa firm jobs in dallas, tx

Project Manager (Professional Services)

Tax Senior (CPA Firm)

Financial Reporting Manager

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Accounting Manager

Accountant - New Clients

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Advisor - Dallas

Tax Analyst - Income Tax (Dallas)

Accountant I (Dallas, TX) - Austin Commercial

Tax Staff

Compliance, Business Intelligence Group, Associate, Dallas

Associate, Valuations

Assistant Controller

Accounting Manager

Senior Accountant (CPA) – Specialist Taxation

Tax, Corporate Tax Accounting, Compliance & Reporting, Analyst/Senior Analyst, Dallas

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