Lead Tax Consultant

James Family Tax; San Antonio (TX); On-site; USD 55,000 - 90,000; Full time

Job summary

James Family Tax in San Antonio/Schertz seeks a skilled tax professional to review tax deliverables, mentor staff, and handle complex client inquiries. The role combines in-office collaboration with virtual consultations to deliver accurate returns and strategic guidance.

Expect involvement in tax planning, compliance, and ongoing client relationship building, with a focus on delivering trusted, high-quality service to a diverse clientele.

Qualifications

• Tax review of deliverables for accuracy and compliance
• Mentor and train Tax Consultants to ensure service quality
• Escalation point for complex client issues or technical tax matters

Responsibilities

• Serve as the primary reviewer of all tax-related deliverables to ensure compliance with tax laws, accuracy, and client objectives.
• Provide mentorship and training to Tax Consultants to develop their skills and ensure consistency in service quality.
• Act as the point of escalation for complex client issues or technical tax matters.
• Conduct in-depth consultations with clients for tax planning, compliance, and preparation, both in-office and virtually.
• Develop customized tax strategies that align with client goals and the latest tax regulations.
• Establish long-term client relationships through professional expertise and superior service.

Skills

Tax review

Mentorship

Client consultations

Tax planning

Job description

Join a rapidly growing, highly rated, and values driven tax firm in San Antonio and Schertz!

It's more than just the numbers. Build impactful relationships provide expert tax advice, prepare accurate returns, and offer strategic guidance to our diverse clientele, our "TAX FAMILY."

Family, Community, and Trust are our guiding values.

Qualifications:

Serve as the primary reviewer of all tax-related deliverables to ensure compliance with tax laws, accuracy, and adherence to client objectives.

Provide mentorship and training to Tax Consultants to develop their skills and ensure consistency in service quality.

Act as the point of escalation for complex client issues or technical tax matters.

Conduct in-depth consultations with clients for tax planning, compliance, and preparation, both in-office and virtually.

Develop customized tax strategies that align with client goals and the latest tax regulations.

Establish long-term client relationships through professional expertise and superior service.

Compensation Highlights:

Starting pay is negotiable based on experience