Remote Tax Senior

Overview

The organization is seeking an experienced Tax Senior to join a small, client-focused firm in San Antonio, Texas. This role is ideal for a high-performing tax professional who can independently manage a broad range of tax and accounting assignments.

Because the firm is small, Tax Seniors work across multiple service areas. The successful candidate will produce high-quality, senior-level work on individual, business, fiduciary, and bookkeeping engagements. This is not a narrow production role limited to one type of return.

Clients include individuals, high-net-worth individuals, trusts, estates, corporations, partnerships, and other small and midsize businesses.

Responsibilities

• Prepare tax returns that are “client ready” (accurate and substantially complete) for delivery to the Partner for final review.
• Review individual, business, and fiduciary tax returns prepared by staff; resolve issues and present complete returns to the Partner.
• Review and clean up clients’ QuickBooks bookkeeping in advance of preparing business tax returns.
• Input and review monthly and quarterly QuickBooks bookkeeping for clients.
• Assist with tax research, tax notices, extensions, estimates, and other tax-related projects as assigned.

Requirements

• Demonstrated experience preparing and reviewing tax returns for corporations, partnerships, trusts, and high net worth individual clients.
• Ability to perform competently across all service areas listed above.
• Extensive working knowledge of tax law and significant bookkeeping experience.
• Dedicated to high-quality, detailed work.
• Excellent written and verbal communication skills.
• Self-starter who can manage multiple priorities and handle multiple types of clients and engagements.
• Strong work ethic and collaborative interpersonal skills.
• Professional demeanor.
• Commitment to accurate, thorough, and well-documented work.

Work Schedule

• 40 hours per week during the off-season.
• Up to approximately 50–55 hours per week during peak tax season, generally from February through April 15.
• Rarely, additional hours may be necessary for unusual deadlines or client needs.

Compensation & Benefits

• Holiday Pay
• April 16th Holiday
• Bonuses based on Billings
• Healthshare Plan
• Simple IRA with 3% Company Match
• Dental insurance
• Vision insurance
• Paid time off
• Training & development

Location

San Antonio, Texas. This is a remote position.