We are seeking a Tax Senior with accounting and tax preparation experience. We’re looking for a professional who has a minimum of 5 years of tax experience. Our ideal candidate is detail oriented – so as to ensure that tax returns are prepared accurately.
We are located in San Antonio; Texas and we work with individual and small/mid-size business clients. We also have quite a few clients that are high net worth. We provide Tax preparation for individuals, businesses and trusts.
Essential Duties and Responsibilities:
· Preparation of returns that are “client ready” when delivered to the partner for final review.
· Review of individual & business Tax Returns prepared by staff
· Review and clean-up of clients’ QuickBooks’ bookkeeping, in advance of preparing their respective business tax returns.
· some bookkeeping, payroll and admin work during slower periods
What You'll Bring:
· A minimum of 5 years of prior tax preparation and bookkeeping experience
· Experience with tax preparation for corporations, partnerships and C corporations, including a high % of high net worth individual clients
· Bachelor’s Degree in Accounting
· Must be a CPA or EA or CPA or EA candidate
· Extensive knowledge of tax law and significant bookkeeping experience
· Experience with QuickBooks (desktop and Online), Lacerte, Microsoft Excel and Word
· Dedicated to high quality, detailed work.
· Excellent written and communication skills.
· A self-starter who takes initiative and has the ability to deal with multiple priorities and handle multiple types of clients and engagements.
· Great work ethic and interpersonal skills
· Professional demeanor
· Ability to work no more than 50–55 hours/week February through April 15, & 40 hours off-season.
What You'll Love About Us:
· This position will interface directly with clients, so you can build and enjoy client-facing relationships
· Competitive compensation
· Bonuses based on Billings
· Opportunity to progress to Manager position, as the firm grows
· Simple IRA with 3% company match
· Health Share Plan
· Dental Insurance
· Vision Insurance
· 18 days of PTO & 8 ½ days for Holidays
· Paid continuing education and CPE courses
· We celebrate the end of tax season by closing our office at Noon on deadline day. We’ve declared the day after the deadline as a Firm Holiday!
· Great team-oriented environment.
Upshot: We have a small office environment with a hard-working team in place. We love and take pride in what we do. We have great clients who are loyal and are like family to us. We provide a laid-back work environment, even in the midst of tax season. If you have the experience and attributes we are seeking, let’s talk!
Pay: $85,000.00 per year
Application Question(s):
- What time zone do you currently live in?
Education:
Experience:
- Tax Returns in a CPA firm: 5 years (Preferred)
- QuickBooks Online: 5 years (Preferred)
License/Certification:
- CPA License (Preferred)
- EA License (Preferred)
Work Location: In person
