Senior Tax Consultant & Client Strategy Advisor

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

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.