Tax Preparer

Cobalt Global Partners; San Antonio (TX); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Flexible work schedule

Professional development opportunities

Job summary

Cobalt Global Partners, a San Antonio-based investment management firm, seeks a Tax Preparer for full-time employment. You will prepare and file individual and business tax returns, provide tax planning advice, and stay updated on tax regulations. A Bachelor's in Accounting/Finance is required; CPA is preferred.

The role offers a negotiable salary and a flexible work environment. The position emphasizes attention to detail, strong analytical and communication skills, and proficiency with tax

Qualifications

• Bachelor's degree in Accounting/Finance or related field.
• CPA certification preferred.
• Proven experience as a Tax Preparer or similar role.
• Strong knowledge of federal, state, and local tax laws.

Responsibilities

• Prepare and file individual and business tax returns accurately.
• Provide tax planning advice to minimize liabilities and maximize refunds.
• Stay updated on changes in tax laws and regulations.
• Review financial documents to identify potential tax issues.
• Collaborate with the accounting team for accurate reporting.
• Maintain confidentiality and data security.

Skills

Attention to detail

Analytical thinking

Communication skills

Tax software familiarity

Independent worker

Team collaboration

Education

Bachelor's degree in Accounting/Finance

CPA certification preferred

Tools

Tax preparation software

Accounting software

Job description

Cobalt Global Partners, a San Antonio, TX-based investment management firm, seeks a Tax Preparer for full-time employment. The role involves managing and preparing tax returns for clients, ensuring compliance with tax regulations. The position offers a negotiable salary and a flexible work environment.

The Tax Preparer will prepare and file tax returns, including individual and business taxes. You will also provide tax planning advice to clients, ensuring they meet their tax obligations. The role requires attention to detail and a strong understanding of tax laws and regulations.

This position is part of a collaborative team in San Antonio, TX. The workplace culture values teamwork and professional growth. The team consists of skilled professionals dedicated to delivering exceptional financial advisory services.

The salary for this role is negotiable and can be discussed based on the candidate's experience and qualifications. Benefits include a flexible work schedule, allowing employees to balance their professional and personal lives more effectively. Opportunities for professional development are also provided, such as access to online courses, workshops, and mentorship programs. The position is open until November 23, 2026, providing ample time for interested candidates to prepare and submit their applications.

To be successful in this role, you must have a degree in accounting or a related field. Experience in tax preparation is required. Strong analytical and communication skills are essential. Familiarity with tax software is a plus.

Duties

• Prepare and file individual and business tax returns accurately and efficiently.
• Assist clients with tax planning strategies to minimize liabilities and maximize refunds.
• Stay updated on changes in tax laws and regulations to provide expert advice.
• Review and analyze financial documents to identify potential tax issues.
• Provide exceptional customer service to clients, ensuring their satisfaction and trust.
• Collaborate with the accounting team to ensure accurate and timely financial reporting.
• Maintain confidentiality and adhere to strict data security protocols.

Requirements

• Bachelor's degree in Accounting, Finance, or a related field, or equivalent experience.
• Certified Public Accountant (CPA) certification preferred.
• Proven experience as a Tax Preparer or similar role.
• Strong knowledge of federal, state, and local tax laws and regulations.
• Excellent analytical, problem-solving, and communication skills.
• Ability to work independently and as part of a team.
• Proficiency in accounting software and tax preparation tools.