Senior Tax Associate Family Office LLCs High Net Worth

Caliber Recruiting Group; Tallahassee (FL); On-site; USD 110,000 - 130,000; Full time

Benefits offered by this job

Health Insurance

Tuition reimbursement

Flexible work environment

401k

Dental Plan

Quick promotion potential

Job summary

San Antonio boutique-style accounting firm is seeking a Tax Senior Associate to handle a variety of tax prep and review for local businesses, LLCs, partnerships, trusts, and C-Corps. You will prepare and review returns, enter data into CCH, Pro System, and UltraTax, ensuring compliance with firm guidelines and federal regulations.

Ideal candidates have 3–4 years of tax prep experience, CPA eligibility or EA pursuit, and strong proficiency with tax software.

Qualifications

• Bachelor’s degree in accounting, finance, stats, business administration or related field.
• CPA eligible; CPA license or EA is a plus, or pursuing EA.
• 3–4 years of solid tax prep and review experience in a local firm.
• Proficient with tax software programs and current tax laws.

Responsibilities

• Prepare and review tax returns for various entities including corporations, partnerships, trusts, and high net worth individuals.
• Enter information into tax prep software such as CCH, ProSystem, and UltraTax.
• Ensure filings comply with firm guidelines and federal regulations.
• Coordinate with IRS when resolutions are needed and assist junior staff.

Skills

Tax prep

Review experience

Client interaction

Education

Bachelor's in accounting or related field

CPA eligible / CPA license in progress or EA

Tools

CCH

Pro System

Ultra Tax

Job description

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

This is a firm that truly values work life balance, puts employees first, and doesn't micro manage hours like some firms. The partners are looking for an excellent tax senior associate / senior tax associate that handle a variety of tax prep and review for a variety of local area businesses, LLCs, partnerships, trusts, and C-Corps

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