Patten and Company, LLC is an exclusive CPA firm in Dallas, TX serving high net worth individuals and owner operated businesses. Founded in 1969, we provide tax, accounting, family office and consulting services. We form deep and lasting connections to our clients and people, with a goal of driving each other forward. We strive to provide exceptional service and value to our clients and employees by strongly reflecting our core values.
Patten and Company, LLC is an entrepreneurial-focused professional services firm. Comprised of a small team with a think-big attitude. The plan for responsible growth while maintaining the unique culture of the firm, exceptional expertise, value, and service to their clients is a priority. The prolonged experience in specific industries and continuous commitment to the evolution within those industries make the company a strong and trusted partner to all its clients. The unique culture offers insight and development similar to a large-scale accounting firm, but remains heavily focused on personal client relationships. Patten and Company, LLC works collaboratively as a group and is highly selective with its employees and clients for long-term continued success.
Company Culture
We are committed to maintaining a unique firm culture that continuously builds our team’s capabilities. Efficiency and innovation are focus objectives. Our employees’ growth and professional development are top priorities. We hire with care and look for potential. We listen. We care. We adopt flexibility, work-life balance, and offer a competitive benefits package.
Role Description
We are looking for an exceptional and experienced professional to work with a team of high performing CPA’s in a fast-paced, entrepreneurial and collaborative environment. This is a fulltime role for a Tax Manager. The selected candidate will be expected to manage a portfolio of tax work for individuals, corporations and partnerships, manage and mentor a team of professionals, deliver exceptional results, problem-solve with a diverse group of professionals, manage and cultivate client relationships and help grow and expand the firm.
Role Responsibilities
- Providing clients with high quality tax service and advice
- Facilitating all aspects of a client engagement and life-cycle, including managing the employees who work on the engagement and providing value to clients
- Facilitating effective flow of communication with the team to ensure coordinated effort to meet tax season client obligations and deadlines • Preparing and reviewing tax returns for individuals, corporations, shareholder corporations and partnerships
- Reviewing client financial statements and performing related accounting functions including making corrections and adjustments
- Preparing income tax projections and assist client’s with tax strategies
- Keeping abreast of updated IRS government deadlines, laws, and regulations
- Providing feedback, direction and mentorship to team members
- Marketing and promoting the firm, including engaging with potential clients
Education and General Requirements
- CPA License
- 5-8 years of public accounting experience which includes managing and planning business and personal tax client engagements
- Must be eligible to work in the U.S. without employer sponsorship now and in the future
