Careers at Porter & Company CPAs

You should know exactly how far you can go here.

Every role at Porter & Company has a written path, from intern to equity partner. You will always know where you stand, what comes next, and what it takes to get there.

See open roles
Explore the career tracks

3 reasons people build careers here.

The path is written down.

Most firms tell you to be patient. We hand you the ladder. Every department has 5 levels (2 tracks in admin), and every level has its mission, responsibilities, and expectations in writing. Nothing about your future here is a mystery.

You will advise, not just prepare.

The firm is moving from tax compliance to advisory-first work across 3 service tiers. That means you sit in strategy conversations with owners and investors, not just in the return.

Ownership is a real destination.

Partnership at Porter & Company is not a title we hand out. It is an equity stake, and there is a defined process for earning it. People here are working toward it.

The work

The work is more interesting than the average firm.

Our clients are high-net-worth entrepreneurs, real estate investors, and fund syndicators. That means partnership returns, K-1s at scale, syndication structures, cost segregation, 1031 exchanges, and real estate tax strategy. More than 500 companies and 10,000 investors rely on us each year.

If you want to spend your career on the same 3 return types, this is the wrong firm. If you want to get deep in a specialty most preparers never touch, this is a good place to do it.

What lands on your desk

  • Partnership returns and K-1s at scale
  • Syndication and fund structures
  • Cost segregation studies
  • 1031 exchanges
  • Real estate tax strategy and entity planning
  • Advisory work across 3 service tiers

Firmwide standards

What we expect from everyone.

Effective Communication

Clear, professional communication with clients and the team.

Proactive Problem-Solving

Identifying challenges early and collaborating on solutions.

Client-Centered Service

Building strong relationships with clients and exceeding service expectations.

Team Collaboration

Working cohesively with colleagues to achieve team goals.

Continuous Professional Growth

Pursuing ongoing learning, certifications, and training opportunities.

Career tracks

Find your track.

3 departments. Every level defined. Click any role to see the full expectations.

Gain exposure to tax operations and preparation under supervision.

Mission

Gain exposure to tax operations, tax preparation, and client communication while supporting senior staff.

CLIENT SERVICE

  • –Provide prompt, professional communication to clients and team members.
  • –Assist the team in building strong relationships through service quality.

TECHNICAL RESPONSIBILITIES

  • –Assist with basic tax return preparation and data entry under supervision.
  • –Perform routine account reconciliations and document management.
  • –Identify potential issues and escalate them to senior staff.

WORKFLOW & PRODUCTIVITY

  • –Meet recurring deadlines with supervision.
  • –Maintain organized financial records and assist with A/R.
  • –Learn the process for recurring tax workflows and assist senior staff as needed.

PEOPLE DEVELOPMENT

  • –Participate in training and development.
  • –Assist teammates and collaborate on projects.

COMMUNICATION

  • –Provide clear and timely updates on assigned tasks.
  • –Escalate issues appropriately to senior staff.

Support senior staff with tax preparation and client service.

Mission

Support senior staff in preparing tax returns, communicating with clients, and ensuring efficient operations.

CLIENT SERVICE

  • –Prompt, professional communication with clients.
  • –Strengthen relationships through consistent service quality.

TECHNICAL RESPONSIBILITIES

  • –Perform tax return preparation under supervision.
  • –Assist with IRS and state notices.
  • –Maintain organized client records and ensure tax return accuracy.
  • –Identify and resolve basic tax issues.

WORKFLOW & PRODUCTIVITY

  • –Meet recurring deadlines and A/R expectations.
  • –Maintain a consistent workflow and take ownership of assigned tasks.

PEOPLE DEVELOPMENT

  • –Assist teammates with tax tasks and participate in team training.
  • –Take on informal mentorship duties for interns or junior associates.

COMMUNICATION

  • –Provide clear, timely updates on tax tasks.
  • –Escalate issues as needed for supervisor review.

Manage complex returns, lead client meetings, mentor junior staff.

Mission

Manage complex tax returns, lead client meetings, and mentor junior staff while providing strategic tax advice.

CLIENT SERVICE

  • –Lead and manage more complex client communications.
  • –Participate in client meetings and begin supporting advisory conversations.
  • –Build strong, strategic long-term client relationships.

TECHNICAL RESPONSIBILITIES

  • –Complete higher-complexity tax return preparations.
  • –Review client records and ensure technical accuracy.
  • –Solve intermediate-level tax issues and ensure timely delivery of reports.

WORKFLOW & PRODUCTIVITY

  • –Take ownership of an increasing workload and independence.
  • –Lead recurring advisory meetings and work closely with clients on tax strategies.
  • –Ensure deadlines are met for multiple client accounts.

PEOPLE DEVELOPMENT

  • –Provide informal mentorship and guidance to junior team members.
  • –Offer support and leadership to interns and associates.

COMMUNICATION

  • –Lead client conversations and model communication standards for junior staff.
  • –Manage client expectations and influence firm communication standards.

Lead tax teams, manage client portfolios, provide strategic advice.

Mission

Lead tax teams, manage client relationships, and provide strategic tax advice.

CLIENT SERVICE

  • –Lead high-level client advisory meetings.
  • –Build and manage long-term client relationships.
  • –Drive client retention and satisfaction through high-level advisory support.

TECHNICAL RESPONSIBILITIES

  • –Oversee complex technical tax issues and ensure report accuracy.
  • –Supervise the preparation of tax returns for multiple clients.
  • –Provide final technical review and problem resolution for challenging tax situations.

WORKFLOW & PRODUCTIVITY

  • –Manage tax workflow across multiple clients, ensuring compliance and deadlines.
  • –Optimize processes and ensure team-wide efficiency.
  • –Maintain high-level oversight of department and client activities.

PEOPLE DEVELOPMENT

  • –Mentor and train team members, delegating tasks effectively.
  • –Support performance development and help guide staff in achieving goals.

COMMUNICATION

  • –Lead client advisory conversations and manage client expectations.
  • –Influence firm-wide communication standards.

Oversee entire tax department with compliance and quality control.

Mission

Oversee the entire tax department, ensuring compliance with regulations and firm standards. The Director of Compliance ensures the tax department delivers high-quality work and adheres to all compliance guidelines.

CLIENT SERVICE

  • –Lead client advisory meetings with a focus on high-level strategic relationships.
  • –Build and maintain long-term client relationships, focusing on client satisfaction and retention.

TECHNICAL RESPONSIBILITIES

  • –Oversee the operations of the tax department, ensuring quality and compliance.
  • –Lead strategic planning and development of new initiatives.
  • –Monitor client satisfaction and ensure service delivery exceeds expectations.

WORKFLOW & PRODUCTIVITY

  • –Ensure department-wide compliance with deadlines and service standards.
  • –Drive operational efficiencies across all tax processes.
  • –Provide leadership and guidance on complex client issues and workflows.

PEOPLE DEVELOPMENT

  • –Mentor senior staff and lead performance development across the department.
  • –Implement training programs to ensure ongoing professional growth.

COMMUNICATION

  • –Manage firm-wide communication standards, ensuring alignment with client expectations.
  • –Represent the department in leadership meetings and contribute to firm-wide strategy.

Gain exposure to accounting operations and client communication.

Mission

Gain exposure to accounting operations, preparation, and client communication while supporting senior staff.

CLIENT SERVICE

  • –Provide prompt, professional communication to clients and team members.
  • –Support the team in building strong relationships through service quality.

TECHNICAL RESPONSIBILITIES

  • –Assist with basic bookkeeping tasks and data entry.
  • –Perform routine account reconciliations under supervision.
  • –Organize financial records and assist with preparing tax returns.
  • –Identify potential issues and escalate to senior staff.

WORKFLOW & PRODUCTIVITY

  • –Meet recurring deadlines with supervision.
  • –Maintain organized financial records and meet A/R expectations.
  • –Learn recurring accounting workflows and assist senior staff as needed.

PEOPLE DEVELOPMENT

  • –Participate in training and development.
  • –Assist teammates and collaborate on projects.

COMMUNICATION

  • –Provide clear and timely updates on assigned tasks.
  • –Escalate issues appropriately to senior staff.

Support senior staff in preparing accounting records and client service.

Mission

Support senior staff in preparing accounting records, communicating with clients, and ensuring efficient operations.

CLIENT SERVICE

  • –Provide prompt, professional communication to clients.
  • –Strengthen relationships through consistent service quality.

TECHNICAL RESPONSIBILITIES

  • –Perform recurring bookkeeping tasks, including account reconciliations.
  • –Prepare accurate financial reports before manager review.
  • –Identify and resolve basic accounting issues.
  • –Maintain organized and up-to-date client records.

WORKFLOW & PRODUCTIVITY

  • –Meet recurring deadlines and A/R expectations.
  • –Monitor and resolve uncategorized QuickBooks items.
  • –Maintain a consistent workflow and take ownership of assigned tasks.

PEOPLE DEVELOPMENT

  • –Assist teammates with accounting tasks and participate in team training.
  • –Take on informal mentorship duties for interns or junior associates.

COMMUNICATION

  • –Provide clear, timely updates on accounting tasks.
  • –Escalate issues as needed for supervisor review.

Lead complex accounting, mentor junior staff, manage client relationships.

Mission

Manage complex accounting records, lead client meetings, and mentor junior staff while providing strategic accounting advice.

CLIENT SERVICE

  • –Lead and manage more complex client communications.
  • –Participate in client meetings and begin supporting advisory conversations.
  • –Build strong, strategic long-term client relationships.

TECHNICAL RESPONSIBILITIES

  • –Complete higher-complexity reconciliations and prepare accurate financial statements.
  • –Review client records and ensure technical accuracy.
  • –Solve intermediate-level accounting issues and ensure timely delivery of reports.

WORKFLOW & PRODUCTIVITY

  • –Take ownership of increasing workload and independence.
  • –Lead recurring advisory meetings and work closely with clients on financial strategies.
  • –Ensure deadlines are met for multiple client accounts.

PEOPLE DEVELOPMENT

  • –Provide informal mentorship and guidance to junior team members.
  • –Offer support and leadership to interns and associates.

COMMUNICATION

  • –Lead client conversations and model communication standards for junior staff.
  • –Manage client expectations and influence firm communication standards.

Lead teams, manage client portfolios, provide strategic advisory services.

Mission

Lead accounting teams, manage client relationships, and provide strategic advisory services.

CLIENT SERVICE

  • –Lead high-level client advisory meetings.
  • –Build and manage long-term client relationships.
  • –Drive client retention and satisfaction through high-level advisory support.

TECHNICAL RESPONSIBILITIES

  • –Oversee complex technical accounting issues and ensure report accuracy.
  • –Supervise the preparation of financial statements for multiple clients.
  • –Provide final technical review and problem resolution for challenging situations.

WORKFLOW & PRODUCTIVITY

  • –Manage accounting workflow across multiple clients, ensuring compliance and deadlines.
  • –Optimize processes and ensure team-wide efficiency.
  • –Maintain high-level oversight of department and client activities.

PEOPLE DEVELOPMENT

  • –Mentor and train team members, delegating tasks effectively.
  • –Support performance development and help guide staff in achieving goals.

COMMUNICATION

  • –Lead client advisory conversations and manage client expectations.
  • –Influence firm-wide communication standards.

Oversee the entire accounting services department with strategic leadership.

Mission

Oversee the entire client accounting services department, ensuring quality service and operational efficiency.

CLIENT SERVICE

  • –Lead client advisory meetings with a focus on high-level strategic relationships.
  • –Build and maintain long-term client relationships, focusing on satisfaction and retention.

TECHNICAL RESPONSIBILITIES

  • –Oversee operations of the client accounting services department, ensuring quality and compliance.
  • –Lead strategic planning and development of new initiatives.
  • –Monitor client satisfaction and ensure service delivery exceeds expectations.

WORKFLOW & PRODUCTIVITY

  • –Ensure department-wide compliance with deadlines and service standards.
  • –Drive operational efficiencies across all client accounting processes.
  • –Provide leadership and guidance on complex client issues and workflows.

PEOPLE DEVELOPMENT

  • –Mentor senior staff and lead performance development across the department.
  • –Implement training programs to ensure ongoing professional growth.

COMMUNICATION

  • –Manage firm-wide communication standards, ensuring alignment with client expectations.
  • –Represent the department in leadership meetings and contribute to firm-wide strategy.

Track A

Office Manager Track

Communication, scheduling, coordination, and administrative support.

Mission

Support Porter & Company leadership and operations through communication, scheduling, coordination, and proactive administrative support.

CLIENT & COMMUNICATION SUPPORT

  • –Read and respond to all emails promptly.
  • –Coordinate appointments with accuracy.
  • –Promote professional public relations.

ADMINISTRATIVE SUPPORT

  • –Assemble tax returns and bind financials.
  • –Scan and organize documents.
  • –Assist with accounts receivable when needed.

WORKFLOW & OPERATIONS

  • –Maintain organized office appearance.
  • –Support internal workflow consistency.
  • –Assist in creating a smooth tax season.

PROFESSIONAL DEVELOPMENT

  • –Complete required annual training.

Tax client intake, document flow, and deadline accuracy.

Mission

Ensure tax clients move smoothly from intake to delivery by maintaining communication, document flow, and deadline accuracy.

CLIENT INTAKE & DOCUMENT MANAGEMENT

  • –Receive all tax-related client documents.
  • –Prepare tax planning information handouts.
  • –Maintain filing agency addresses.

WORKFLOW COORDINATION

  • –Oversee tax return extensions.
  • –Ensure timely follow-ups with clients.
  • –Monitor AR within 30 days.

COMPLIANCE & ORGANIZATION

  • –Prepare seasonal client letters.
  • –Support corporate formation documentation.
  • –Contribute to timely project movement.

PROFESSIONAL DEVELOPMENT

  • –Complete required annual training.

Recurring accounting workflows, billing, and client communication.

Mission

Support recurring accounting workflows with accuracy, timeliness, and exceptional client communication.

RECURRING WORK MANAGEMENT

  • –Ensure no missed deadlines for recurring clients.
  • –Monitor recurring billing and payment continuity.
  • –Track uncategorized QuickBooks items.

CLIENT COMMUNICATION

  • –Maintain clear client reminders and follow-ups.
  • –Receive accounting source documents.

ENGAGEMENT & DOCUMENTATION

  • –Ensure signed engagement letters remain current.
  • –Monitor AR within 30 days.

PROFESSIONAL DEVELOPMENT

  • –Complete required annual training.

Operational leadership for tax and accounting workflow teams.

Mission

Provide operational leadership for tax and accounting workflow, supporting coordinators and ensuring consistent delivery across the administrative team.

WORKFLOW LEADERSHIP

  • –Guide coordinators in best practices.
  • –Support oversight of project deadlines.
  • –Monitor intake and follow-up standards.

TEAM SUPPORT

  • –Assist Office Manager with daily coordination.
  • –Provide mentoring and training to new or junior staff.

PROBLEM SOLVING

  • –Act as escalation point for workflow issues.
  • –Support SOP compliance across the team.

Lead the admin team and advance firm operations and culture.

Mission

Lead the administrative team, protect firm operations, and advance the culture and standards that define Porter & Company.

OPERATIONAL LEADERSHIP

  • –Maintain office workflow and appearance.
  • –Oversee tax return extensions.
  • –Manage supplies, equipment, and vendors.

TEAM LEADERSHIP

  • –Supervise administrative staff.
  • –Monitor workload distribution.
  • –Conduct and assist in performance reviews.
  • –Create job descriptions and track goals.

HUMAN RESOURCES OVERSIGHT

  • –Process payroll.
  • –Oversee benefits administration.
  • –Maintain personnel files and compliance requirements.
  • –Coordinate recruiting and onboarding.

STRATEGIC SUPPORT

  • –Participate in leadership planning.
  • –Update SOPs and ensure adherence.
  • –Support office-level communication and culture.

PROFESSIONAL DEVELOPMENT

  • –Complete annual training requirements.

Track B

Client Service Manager Track

Prospect engagement, lead qualification, and pipeline support.

Mission

Develop early-stage relationships with prospective clients, qualify leads, and support the front end of the Porter & Company growth pipeline.

PROSPECT ENGAGEMENT

  • –Respond promptly to inbound inquiries.
  • –Conduct introductory discovery calls.
  • –Maintain professional communication at every touchpoint.

LEAD QUALIFICATION

  • –Assess fit for Porter & Company services.
  • –Schedule consults with senior staff.
  • –Document notes and updates in CRM.

PIPELINE SUPPORT

  • –Maintain clean CRM records.
  • –Track follow-ups and next steps.
  • –Support meeting preparation.

ONBOARDING ASSISTANCE

  • –Prepare introductory materials.
  • –Support initial document gathering.

FIRM REPRESENTATION

  • –Model Porter & Company communication standards in every interaction.

Deep sales conversations, mentorship, and revenue growth.

Mission

Drive firm growth by managing deeper sales conversations, mentoring junior sales staff, and supporting revenue goals.

SALES LEADERSHIP

  • –Lead full discovery sessions.
  • –Present services clearly and effectively.
  • –Assist in proposal creation.

PIPELINE OWNERSHIP

  • –Manage leads from qualification through engagement.
  • –Ensure CRM accuracy and completeness.
  • –Reduce bottlenecks in the sales cycle.

MENTORSHIP & TRAINING

  • –Coach Sales Representatives.
  • –Reinforce communication and process standards.

BUSINESS DEVELOPMENT

  • –Attend networking events.
  • –Build referral relationships.
  • –Identify opportunities for service expansion.

Client retention, onboarding, relationships, and service expansion.

Mission

Strengthen client relationships, improve retention, oversee onboarding, and support service expansion across Porter & Company clients.

CLIENT ENGAGEMENT & RENEWAL

  • –Manage renewal processes.
  • –Identify service upgrade opportunities.

RELATIONSHIP BUILDING

  • –Hold regular client check-ins.
  • –Build trust with high-net-worth and real estate clients.

RETENTION & SATISFACTION

  • –Monitor satisfaction levels.
  • –Resolve issues promptly.
  • –Implement retention strategies.

SERVICE COORDINATION

  • –Act as liaison between tax and accounting teams.
  • –Oversee service delivery timelines.
  • –Provide proactive updates to clients.

ONBOARDING

  • –Lead new client onboarding process.
  • –Collect documents and feedback.

BUSINESS DEVELOPMENT

  • –Lead discovery sessions.
  • –Support proposals.
  • –Attend networking events.

How you move up.

Time in role matters. Results matter more.

01Performance excellence

Consistently delivering high-quality work across all client accounts.

02Leadership

Leading teams, modeling firm values, and mentoring junior staff.

03Client management

Building and maintaining strong long-term client relationships.

04Skill mastery

Developing deep technical expertise in tax or accounting and planning.

05Professional development

Completing CPE hours, earning certifications (CPA, EA), and continuous learning.

The partner track

The ceiling here is ownership.

Partnership at Porter & Company is real and it is reachable. Equity partners hold an ownership stake in the firm, share in firm profits, vote on major decisions, and shape where the firm goes next. Each year the firm formally presents partnership opportunities to those ready to be considered.

This is not a title. It is ownership, and there is a defined process for earning it. We will walk you through exactly what it takes.

What partnership includes

  • Ownership interest in the firm
  • Equity Partner title, recognized in firm literature
  • Voting rights on major firm decisions
  • Annual K-1 for firm profits
  • Full financial transparency
  • Direct influence on firm strategy and direction
  • Dedicated office space and executive support
  • Flexible time off

Life at the firm

Life at Porter & Company.

We are a team of 17 across tax, accounting, and administration. Small enough that your work is visible. Big enough that you are not doing it alone. We celebrate anniversaries and birthdays, volunteer in the community, and yes, there is the occasional happy hour.

How we work

  • Hybrid schedule with set in-office days
  • Dallas, Texas
  • The firm runs on EOS, so goals and priorities are clear every quarter

Benefits and perks

  • Health coverage
  • Retirement plan with firm match
  • Paid time off
  • Paid CPE, license dues, and exam support
  • CPA and EA exam bonus
  • Tax season meals
  • Technology and equipment provided

“I love working at Porter & Company because of the family feel I get from being around my coworkers. Not only do I feel right at home, but they push me to grow every day!”

Bree Dyer, Executive Assistant

“I’ve truly grown with this company over the past three years. We’ve come a long way, moving from standard multifamily returns to tackling complex fund structures, and we’re only going to chart higher from here. The reason we work so well together is that relationship building is baked into our culture and modeled by Vince”

Kavita Bhatia, CPA  –   Senior Tax Associate 

“One of the things I value most about working here is being surrounded by hardworking, dedicated people. Their commitment motivates me to work hard and pursue excellence in everything I do. Just as importantly, our team brings so much energy and joy to the workplace. My favorite part of the job is being able to support our team and help our clients every day.”

Leah Baudino , Accounting Project Coordinator

Open Roles

Tax

Senior Tax Manager

Experience: 5–7 years, EA or CPA preferred

Location: Dallas, TX | Hybrid

Lead a tax team and own a portfolio of entrepreneur, real estate, and syndication clients. Advisory-first work with final technical review responsibility.

View role and apply

Tax

Senior Tax Associate

Experience: 3–5 years, EA or CPA preferred

Location: Dallas, TX | Hybrid

Own complex partnership and individual returns, lead client meetings, and mentor associates. A direct path to Senior Tax Manager.

View role and apply

Accounting

Senior Accounting Associate

Experience: 3–5 years

Location: Dallas, TX | Hybrid

Lead complex client accounting engagements and recurring advisory meetings for real estate and investor clients.

View role and apply

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Do not see your role yet?

We are always interested in strong tax and accounting professionals. Send us your resume and tell us what you are looking for. When the right seat opens, you will be the first call.

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    From leadership

    “We are committed to your growth at Porter & Company. This guide ensures you know exactly what is expected at each level and provides a clear path for advancement. We look forward to supporting your journey as you grow into a leader here.”

    Vince Porter, President and Managing Partner