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Modern Tax Tech Stack

Property tax advisory and compliance for businesses and individuals

Financial Services Dallas, Texas 11–50 employees Founded 2014 Privately Held

Modern Tax is a 10–50 person tax advisory firm in Dallas focused on property tax strategy, compliance, and valuation. The tech stack is entirely Microsoft + HubSpot — no custom software, no data warehouse, no automation platform — suggesting a traditional professional services model. Hiring has slowed to 1 open role in 30 days across a balanced mix of finance, ops, support, and go-to-market; the stated pain points (scaling sales, scaling marketing, expanding digital presence) point to a firm trying to move beyond manual, relationship-driven service delivery.

Tech Stack 16 technologies

Core StackGoogle Ads LinkedIn Ads HubSpot Excel Outlook Word Microsoft Office SharePoint Dropbox Windows macOS OneDrive Microsoft 365 Google Tag Manager Teams PowerPoint

What Modern Tax Is Building

◆Challenges

Minimizing property tax liabilities
Maintaining technology infrastructure
Ensuring data security
Streamlining tax compliance operations
Scaling sales organization
Scaling marketing operations
Expanding digital presence

▲Active Projects

Custom tax savings strategies for clients
Annual property tax bill processing
Cloud infrastructure management
It strategy development
Employee training program
Outbound sales pipeline development
Paid campaign management across google and linkedin
Email marketing execution in hubspot

Hiring Activity

Decelerating8 roles · 1 in 30d

Department

Finance

2

Ops

2

Support

2

Marketing

1

Sales

1

Seniority

Junior

3

Mid

3

Manager

1

Senior

1

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About Modern Tax

Modern Tax provides tax planning and compliance services covering business personal property, real property valuation, due diligence, and Texas-specific tax strategy. The firm serves both businesses and individuals navigating property tax liabilities and annual compliance cycles. Clients are guided through custom tax savings strategies and annual property tax bill processing. Operations run on standard Microsoft Office and cloud tools (OneDrive, SharePoint, Teams), with HubSpot managing sales pipeline and email outreach. The team includes finance, operations, support, marketing, and sales roles, distributed across junior to senior levels.

HeadquartersDallas, Texas

Company Size11–50 employees

Founded2014

Hiring MarketsUnited States

Frequently Asked Questions

What services does Modern Tax offer?

Modern Tax provides business personal property tax, real property tax, valuation, due diligence, compliance, and Texas property tax strategy for businesses and individuals.