Tax Senior: Compliance & Planning Specialist

HOLT Group; San Antonio (TX); Vor Ort; USD 90.000 - 120.000; Vollzeit

Zusammenfassung

HOLT Group in San Antonio seeks a Tax Senior to support the family office and corporate tax department. The role focuses on organizing tax workpapers, filings, and documentation, with emphasis on deadlines and accuracy.

The candidate should have 2–3 years of income tax experience, strong Excel skills, and comfort using AI-enabled tools like Microsoft Copilot to enhance research and reporting workflows.

Qualifikationen

• Bachelor's degree in Accounting; CPA eligible or CPA.
• 2–3 years of tax experience, preferably in public accounting, corporate tax, or family office.
• Experience preparing tax workpapers, schedules, filings, and supporting documentation.
• Experience with federal and state tax compliance for various entity types.

Aufgaben

• Organize tax return information, workpapers, schedules, reconciliations, filings, and supporting documentation for corporate, partnership, trust, and individual filings.
• Support tax payment calculations, estimated payments, extensions, calendars, and deadlines.
• Coordinate with internal teams and external advisors to gather tax-sensitive information for filings.

Kenntnisse

Income tax compliance

Tax research

Analytical skills

Advanced Excel

Tax workflows

Ausbildung

Bachelor's degree in Accounting

CPA eligible or CPA

Tools

Microsoft Copilot

Power BI

SharePoint

Monday.com

Adobe Acrobat Pro

Jobbeschreibung

HOLT Group in San Antonio seeks a Tax Senior to support the family office and corporate tax department. The role focuses on organizing tax workpapers, filings, and documentation, with emphasis on deadlines and accuracy.

The candidate should have 2–3 years of income tax experience, strong Excel skills, and comfort using AI-enabled tools like Microsoft Copilot to enhance research and reporting workflows.