Who We Are Dower & Associates serves clients across the U.S. and we’re proud to carry forward the legacy and relationships of the firms that have joined our network. From Washington to Texas to New Jersey, our goal is to…
Who We Are Dower & Associates serves clients across the U.S. and we’re proud to carry forward the legacy and relationships of the firms that have joined our network. From Washington to Texas to New Jersey, our goal is to…
Skills: Tax Planning, GAAP, Financial Reporting, Client Relationship Management, Business Development
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$100k–$150k/yr
Other
bachelor degree, postgraduate degree, professional certificate
Posted 26d ago
Apply by Jul 7
~40 hrs/week
Responsibilities
Lead complex tax and accounting engagements for business owners and high-net-worth clients while managing a client portfolio. Mentor staff and contribute to the firm's growth through proactive advisory and business development.
Requirements
Requires an active CPA license and at least 8 years of progressive public accounting experience. Must possess deep knowledge of federal and state tax laws and proficiency in accounting software like QuickBooks and Xero.
Full job description
Who We Are
Dower & Associates serves clients across the U.S. and we’re proud to carry forward the legacy and relationships of the firms that have joined our network. From Washington to Texas to New Jersey, our goal is to combine trusted local service with the strength of a nationwide team—all under the Dower & Associates parent brand. Get to know our people and locations below.
Who You Are
Dower & Associates is hiring an experienced CPA Senior Manager to lead complex tax and accounting engagements for our business owner, real estate investor, and high-net-worth clients. This is a proactive advisory seat, not a compliance-only role. We reach out to clients before they chase us, and display full ownership of client relationships, technical excellence across tax and accounting, and active contribution to the firm's growth.
What You'll Do
You own your client portfolio, lead engagements from planning through delivery, develop the team, and help grow the firm.
Own the client relationship and the technical quality of every engagement in your portfolio.
Lead across both tax and accounting, not a single service line.
Contribute directly to business development and firm growth.
Mentor and develop seniors and staff as a firm leader.
Engagement Oversight and Management
Plan, manage, and review complex individual, corporate, partnership, and trust tax returns.
Oversee accounting and financial reporting engagements, including financial statement preparation, general ledger review, and month-end close, in line with GAAP.
Ensure client deliverables are accurate, timely, and exceed expectations.
Coordinate resources and oversee engagement budgets to maintain efficiency and profitability.
Client Relationship Management and Advisory
Serve as the primary advisor and trusted point of contact for an assigned client portfolio.
Develop and implement proactive tax planning strategies that reduce clients' largest expense: taxes.
Advise on entity structuring, transaction planning, and multistate and state nexus (SALT) exposure.
Deliver specialized real estate tax strategies, including cost segregation, 1031 exchanges, entity structuring, and short-term rental (STR) planning.
Represent clients before the IRS and state taxing authorities during examinations and notices.
Team Leadership and Development
Mentor and develop managers, seniors, and staff accountants, supporting their professional growth.
Review work performed by team members for accuracy and compliance with firm and regulatory standards.
Foster a culture of collaboration, accountability, and continuous learning.
Business Development and Strategic Growth
Expand relationships with existing clients to identify additional service opportunities.
Pursue new client acquisition and collaborate with leadership on growth strategy.
Represent the firm at client meetings and industry events, and through networking and thought leadership.
Compliance and Quality Assurance
Monitor engagement compliance with professional standards, regulations, and ethical requirements.
Stay current on federal, state, and local tax law and accounting standard changes, and advise clients and staff on the impact.
Ensure quality control procedures are applied consistently across engagements.
What You Bring
Active CPA license in good standing.
Bachelor's degree in Accounting, Finance, or a related field required; Master's in Taxation or Accounting preferred.
8+ years of progressive tax and accounting experience in public accounting, including managing engagements and mentoring staff.
Extensive knowledge of federal, state, and local tax law across individual, corporate, partnership, S corporation, and fiduciary taxation.
Working knowledge of GAAP and financial statement preparation.
Experience managing complex tax planning, compliance, and consulting engagements.
Multistate and SALT experience; nexus analysis across multiple states.
Demonstrated leadership managing teams and mentoring professionals.
Strong business development and client relationship management skills.
Proficiency with tax and accounting software (Drake, Lacerte, QuickBooks, Xero preferred) and practice management tools (Karbon preferred); Microsoft Office Suite.
Knowledge, Skills, and Abilities
Expert command of U.S. tax law, tax compliance, and tax planning strategy.
Solid accounting and financial reporting judgment under GAAP.
Ability to interpret complex regulations and communicate them in practical business terms.
Proven leadership, coaching, and team development capability.
Excellent project management skills with the ability to prioritize competing deadlines.
Strong client service orientation and the ability to build long-term trusted relationships.
High degree of integrity, professionalism, and ethical judgment.
Strong analytical, problem-solving, and organizational skills with attention to detail.
Preferred Experience
Deep real estate tax expertise: cost segregation, 1031 exchanges, entity structuring, and STR strategies.
Experience serving high-net-worth individuals, family offices, and privately held businesses.
Multistate practice experience, particularly Texas, Washington, and New Jersey.
Experience with construction and trades, and professional services clients.
A track record of practice growth, client acquisition, and business development.
How Success Is Measured
Successful management of client engagements: deadlines met and profitability targets achieved.
High client satisfaction and retention.
Growth of the client base through business development.
Development and retention of high-performing team members.
Consistent compliance with professional standards, regulations, and firm policies.
Accounting, Bookkeeping & Virtual CFO Services for Contractors, Traders, and Small Businesses
Industry
Accounting
Company size
11-50 employees
Founded
2017
Headquarters
Boerne, Texas
LinkedIn followers
280
Dower & Associates is a CPA firm based in Boerne, Texas, providing Virtual CFO, bookkeeping, and tax planning services for contractors, service-based businesses, and veteran-owned companies.
We specialize in supporting small business owners across trading business, construction, real estate, and agriculture with the financial clarity and systems they need to grow.
Whether you need a reliable team to manage your books, a tax strategy to reduce liabilities, or a financial advisor to guide your next stage of growth, we help simplify your finances so you can focus on running your business.
🔧 Core Services We Offer:
✔ Bookkeeping and Accounting for Trade Businesses
✔ Virtual CFO Support: Budgets, Forecasts & Dashboards
✔ Tax Planning & Preparation
✔ Cash Flow & Job Costing Strategy
✔ Internal Financial Reviews & Cleanup
✔ Business Financing & Funding Readiness
💼 Who We Serve:
General Contractors & Construction Crews
HVAC, Electricians, Plumbing, Landscaping Businesses
Real Estate Investors
Farm & Ranch Business Owners
Veteran-Owned Businesses across Texas and nationwide
We’re proud to support business owners who value straightforward advice, reliable financial data, and proactive tax planning.
We are based in -
📍Boerne, TX
📍Burien, WA
📍Boonton, NJ
📍Carrolton, TX
📍Levelland, TX
Serving clients across Texas & virtually across the U.S.
🌐 www.boernetxcpa.com
📧 [email protected]
Specialties:
Bookkeeping for Trade Businesses
Tax Strategy & Planning
Virtual CFO Services
Accounting, Bookkeeping & Virtual CFO Services for Contractors, Traders, and Small Businesses
Industry
Accounting
Company size
11-50 employees
Founded
2017
Headquarters
Boerne, Texas
LinkedIn followers
280
Dower & Associates is a CPA firm based in Boerne, Texas, providing Virtual CFO, bookkeeping, and tax planning services for contractors, service-based businesses, and veteran-owned companies.
We specialize in supporting small business owners across trading business, construction, real estate, and agriculture with the financial clarity and systems they need to grow.
Whether you need a reliable team to manage your books, a tax strategy to reduce liabilities, or a financial advisor to guide your next stage of growth, we help simplify your finances so you can focus on running your business.
🔧 Core Services We Offer:
✔ Bookkeeping and Accounting for Trade Businesses
✔ Virtual CFO Support: Budgets, Forecasts & Dashboards
✔ Tax Planning & Preparation
✔ Cash Flow & Job Costing Strategy
✔ Internal Financial Reviews & Cleanup
✔ Business Financing & Funding Readiness
💼 Who We Serve:
General Contractors & Construction Crews
HVAC, Electricians, Plumbing, Landscaping Businesses
Real Estate Investors
Farm & Ranch Business Owners
Veteran-Owned Businesses across Texas and nationwide
We’re proud to support business owners who value straightforward advice, reliable financial data, and proactive tax planning.
We are based in -
📍Boerne, TX
📍Burien, WA
📍Boonton, NJ
📍Carrolton, TX
📍Levelland, TX
Serving clients across Texas & virtually across the U.S.
🌐 www.boernetxcpa.com
📧 [email protected]
Specialties:
Bookkeeping for Trade Businesses
Tax Strategy & Planning
Virtual CFO Services