Senior Tax Associate- Family Office, LLCs, High Net Worth

Caliber Recruiting Group; San Antonio (TX); On-site; USD 110,000 - 130,000; Full time

Benefits offered by this job

Health Insurance

Tuition reimbursement

Dental Plan

401k

Flexible work environment

Quick promotion potential

Job summary

Caliber Recruiting Group partners with a boutique family-run accounting firm in San Antonio, TX to recruit a Tax Professional. The role focuses on preparing and reviewing returns for diverse entities and VIP clients in a fast-paced environment.

Requirements include a Bachelor's degree in accounting or related field, CPA eligibility (EA a plus), 3–4 years of tax prep/review experience, and strong proficiency with major tax software. Full-time with benefits.

Qualifications

• Bachelor's degree required in accounting/related field
• CPA eligible or in progress; EA is a plus
• 3-4 years tax prep/review experience in local/big firm environment
• Very proficient with tax software programs

Responsibilities

• Prepare and review tax returns for various entities and VIP clients
• Enter information into tax software (CCH, Pro System, UltraTax)
• Ensure compliance with Firm guidelines and federal regulations
• Work with IRS as needed to resolve issues
• Collaborate with partners and assist junior staff

Job description

We have partnered with a boutique-style and family operated accounting firm in the city of San Antonio, TX.

Role Details:

• Pay: $110,000- $130,000 (could be more commensurate with experience)
• Prep and review tax returns for various entities, businesses, high net worth individuals, pass through entities, C-Corps, S-Corps, and Partnerships.
• Enter this information into a variety of prep software programs like CCH, Pro System, and Ultra Tax
• Ensure all business tax returns are filed in accordance with Firm guidelines as well as ensuring federal regulations are met
• Work with the IRS at times for any resolutions needed
• Work well with the partners for any tax work needed and assist any junior staff on their prep and review

What you will provide:

• Bachelors degree in accounting, finance, stats, business administration or related field
• CPA eligible, CPA license currently, or in progress is ideal, EA is also a plus. or working to obtain the EA
• 3-4 years of solid tax prep and review experience in a local accounting environment, Big firm, regional firm, or equivalent firm doing daily tax prep and review work on multiple entities and VIP clients
• Very proficient with various tax software programs
• Understanding of tax laws and ability to be in a fast paced tax environment to get work done efficiently

Job Details:

• Full time Monday through Friday
• Hours capped in busy season unlike a lot of firms where you may work 70-80 hours a week
• Pay: $110,000- $130,000
• Health Insurance is Employer subsidized
• Tuition reimbursement for CPA licensure, EA courses, or other continuing Ed.
• Flexible work environment
• Dental Plan
• 401k
• Quick promotion potential