Private Client Services Senior Accountant

Saville CPAs & Advisors•Dallas, TX

3d•Hybrid

About The Position

As a Private Client Services (PCS) Senior Accountant with Saville CPAs & Advisors, you will be integral in delivering comprehensive financial services to high-net-worth individuals, families, and closely held businesses. Working under the guidance of managers and partners, you will apply your technical expertise to execute complex client engagements while developing direct client relationships. This position offers significant growth potential as you build specialized knowledge in wealth preservation strategies and tax planning for affluent clientele.

Requirements

Bachelor's degree in Accounting, Finance, or related field required; Master's degree preferred
Minimum of four years of progressive accounting experience, with exposure to trust accounting for high-net-worth individuals
CPA license or active candidate preferred
Strong foundation in fundamental accounting principles with a comprehensive understanding of debits, credits, and financial statement preparation
Demonstrated experience with trust and estate tax compliance and planning
Working knowledge of common tax forms, including 1040, 1041, 709, and related schedules
Proficiency with tax software, Microsoft Office suite, and research tools
Experience with QuickBooks Online (QBO) preferred
Working knowledge of common federal and state tax laws affecting individuals and fiduciaries
Excellent written and verbal communication skills, with the ability to explain complex concepts to clients
Detail-oriented with exceptional analytical and problem-solving abilities
Ability to manage multiple projects simultaneously while meeting tight deadlines
Commitment to professional development and staying current with evolving tax regulations
Dedication to providing exceptional client service and contributing to a collaborative team environment

Responsibilities

Serve as a primary day-to-day contact for assigned clients, building rapport and trust while demonstrating responsiveness to their needs and concerns
Manage trust accounting activities, trust administration documentation, and related compliance matters
Interface directly with high-net-worth clients to gather information, communicate updates, and address inquiries with professionalism and expertise
Collaborate with managers and partners on special projects for HNW clients, including wealth transfer strategies, philanthropic planning, and business succession matters
Apply a robust understanding of accounting principles to properly record transactions and prepare and analyze accurate financial statements for client entities
Identify wealth preservation and tax planning opportunities and communicate recommendations to managers and partners
Participate in client meetings, taking detailed notes and ensuring follow-up on action items
Support business development efforts by contributing to proposal preparation and client presentations