Job Description
Join our dynamic finance team at San Antonio Financial Group, where your tax expertise will drive client success and professional growth. We're seeking a meticulous Tax Associate to navigate complex tax landscapes while delivering exceptional service in the heart of San Antonio's thriving business district. Enjoy competitive compensation, comprehensive benefits, and a collaborative environment that values innovation and continuous learning.
Responsibilities
- Prepare and file federal, state, and local tax returns for individual and corporate clients
- Conduct tax research and provide strategic planning advice to minimize tax liabilities
- Manage audit support and documentation for IRS and state tax authorities
- Utilize tax software (e.g., Lacerte, ProSystem fx) for accurate compliance
- Develop and maintain strong client relationships through proactive communication
- Stay current with tax code changes and regulatory updates
- Collaborate with senior advisors on complex tax strategies
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (CPA/Master's preferred)
- 2+ years of tax preparation experience in public accounting
- Strong knowledge of IRS regulations and Texas tax codes
- Proficiency in tax software and Microsoft Office Suite
- Excellent analytical and problem-solving skills
- Clear communication abilities for client interactions
- Attention to detail with high accuracy standards
- Active CPA license or pursuing certification