Tax Senior — Precision Compliance & Planning

HOLT CAT; San Antonio (TX); On-site; USD 75,000 - 110,000; Full time

Job summary

HOLT CAT is seeking a Tax Senior to provide tax compliance, accounting, analytical, and documentation support for the family office and corporate tax department. You will organize tax workpapers, schedules, reconciliations, filings, and related documentation to ensure timely tax compliance and reporting.

The ideal candidate has approximately 2-3 years of income tax experience, preferably in public accounting, with exposure to business and individual tax returns, workpapers, and tax research.

Qualifications

• Bachelor's degree in Accounting required.

Responsibilities

• Organize tax return information, workpapers, schedules, reconciliations, filings, and supporting documentation for corporate, partnership, trust, individual, and other tax filings.

Skills

Analytical thinking

Attention to detail

Communication skills

Research skills

Time management

Microsoft Copilot

Excel (advanced)

Team collaboration

Education

Bachelor's degree in Accounting

CPA Eligible or pursuing CPA

Tools

Power BI

Monday.com

SharePoint

Adobe Acrobat Pro

Job description

HOLT CAT is seeking a Tax Senior to provide tax compliance, accounting, analytical, and documentation support for the family office and corporate tax department. You will organize tax workpapers, schedules, reconciliations, filings, and related documentation to ensure timely tax compliance and reporting.

The ideal candidate has approximately 2-3 years of income tax experience, preferably in public accounting, with exposure to business and individual tax returns, workpapers, and tax research.