Opportunity Description
Description
About the Role
A growing, independent fee-based wealth management and tax services firm in San Antonio is seeking a Senior Tax Professional to serve as the final reviewer across a diverse tax practice. This is a technically demanding, operationally critical role for someone who takes pride in quality, accuracy, and owning the work.
This hire represents a long-term growth opportunity with a clear runway to take on greater responsibility as the practice expands. Candidates with a small portable book of business are welcome and the firm is open to discussing a purchase arrangement.
Responsibilities
+ Serve as final reviewer on all individual and small-to-medium business tax returns
+ Oversee quality control across bookkeeping, payroll processing, and Texas franchise filings
+ Support estate planning-adjacent work across the client base
+ Mentor and provide guidance to junior tax staff
+ Collabora...
About the Role
A growing, independent fee-based wealth management and tax services firm in San Antonio is seeking a Senior Tax Professional to serve as the final reviewer across a diverse tax practice. This is a technically demanding, operationally critical role for someone who takes pride in quality, accuracy, and owning the work.
This hire represents a long-term growth opportunity with a clear runway to take on greater responsibility as the practice expands. Candidates with a small portable book of business are welcome and the firm is open to discussing a purchase arrangement.
Responsibilities
+ Serve as final reviewer on all individual and small-to-medium business tax returns
+ Oversee quality control across bookkeeping, payroll processing, and Texas franchise filings
+ Support estate planning-adjacent work across the client base
+ Mentor and provide guidance to junior tax staff
+ Collabora...
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