Remote Tax Senior

Royce & Young PC; San Antonio (TX); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Holiday Pay

April 16th Holiday

Bonuses based on Billings

Healthshare Plan

Simple IRA with 3% Company Match

Dental insurance

Paid time off

Training & development

Vision insurance

Job summary

Royce & Young PC in San Antonio, TX, seeks a Tax Senior to join our small, client-focused firm. You will independently manage a broad range of tax and accounting assignments for individuals, trusts, estates, corporations, partnerships, and other small to midsize businesses.

This remote role offers flexible scheduling, cross-service-area responsibilities, and a path toward managerial responsibilities as the firm grows.

Qualifications

• Experience preparing and reviewing tax returns for corporations, partnerships, trusts, and high net worth individual clients.
• Ability to perform across multiple service areas including individual, business, fiduciary, and bookkeeping engagements.
• Strong knowledge of tax law and thorough bookkeeping experience.

Responsibilities

• Prepare returns that are client-ready for Partner review.
• Review and clean up client returns across multiple entity types.
• Review and clean QuickBooks bookkeeping prior to returns.
• Input and review monthly/quarterly QuickBooks entries for clients.
• Assist with tax research, notices, extensions, estimates, and other tax projects.

Skills

Corp tax returns

Partnership tax returns

High-net-worth tax

Tax research

Bookkeeping

Client communication

Tools

QuickBooks

Job description

Benefits:

• Holiday Pay
• April 16th Holiday
• Bonuses based on Billings
• Healthshare Plan
• Simple IRA with 3% Company Match
• Dental insurance
• Paid time off
• Training & development
• Vision insurance

Tax Senior – Broad-Based Tax Generalist

We are seeking an experienced Tax Senior to join our small, client-focused firm in San Antonio, Texas. This position is ideal for a high-performing tax professional who can independently manage a broad range of tax and accounting assignments.

Because we are a small firm, our Tax Seniors work across multiple service areas. The successful candidate must be capable of producing high-quality, senior-level work on individual, business, fiduciary, and bookkeeping engagements. This is not a narrow production role limited to one type of return. We are looking for someone who can move confidently among different types of clients and assignments while maintaining consistent technical quality, accuracy, organization, and professionalism.

Our clients include individuals, high-net-worth individuals, trusts, estates, corporations, partnerships, and other small and midsize businesses.

Essential Duties and Responsibilities:

• Preparation of returns that are “client ready” (accurate & substantially complete) when delivered to the Partner for final review.
• Review of individual, business, & fiduciary tax returns prepared by staff; resolve issues and present complete returns to Partner.
• Review and clean-up of clients’ QuickBooks’ bookkeeping, in advance of preparing their respective business tax returns.
• Input and review of monthly and quarterly QuickBooks bookkeeping for clients
• Assist with tax research, tax notices, extensions, estimates and other tax-related projects as assigned.

What You'll Bring:

• Demonstrated experience preparing and reviewing tax returns for corporations, partnerships, trusts, and high net worth individual clients
• The ability to perform competently across all of the service areas listed above.
• Extensive working knowledge of tax law and significant bookkeeping experience
• Dedicated to high quality, detailed work.
• Excellent written and verbal 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.
• Strong work ethic and collaborative interpersonal skills
• Professional demeanor
• A commitment to accurate, thorough, and well-documented work

Work Schedule

• 40 hours per week during the off-season
• Up to approximately 50-55 hours per week during peak tax season, generally from February through April 15
• Rarely, additional hours may be necessary for unusual deadlines or client needs.

What You'll Love About Us:

• This position will interface directly with clients, so you can build and enjoy client-facing relationships
• A broad and varied workload rather than a narrowly defined production role.
• Competitive compensation
• Opportunity to progress to Manager position, as the firm grows
• We celebrate the end of tax season by closing our office at Noon on deadline day, and we’ve declared the day after the deadline as a Firm Holiday!
• A supportive, team-oriented environment.

About Us

We have a small hard-working team that takes pride in providing high-quality tax and accounting services. Our clients are loyal, engaged, and often have longstanding relationships with the firm. We strive to maintain a calm, supportive work environment – even in the midst of tax season – while holding ourselves to high professional standards.

If you are a versatile tax professional who enjoys working with different types of taxpayers, returns, and accounting assignments, we would like to hear from you.

This is a remote position.