In this role, you’ll manage a diverse client portfolio, lead tax engagements, and serve as a trusted advisor to both clients and team members. You’ll play an important role in developing staff, helping guide and mentor professionals as they continue to grow in their careers.
With hybrid flexibility, strong benefits, and a culture that emphasizes work-life balance, the firm strives to provide an environment where long-term careers can thrive.
Position Details
Position Type: Full-Time | Hybrid / In-Office Location: San Antonio ( Must live in or near San Antonio area- will be required to report to office location)
Qualifications
CPA designation required
Bachelor’s Degree in Accounting or Finance
6+ years of accounting experience
5+ years of experience within a public accounting firm
Progressive supervisory or leadership experience
Strong ability to manage priorities, lead teams, and perform in a fast-paced environment
Experience with business, individual, and estate tax planning
Key Responsibilities
Lead and manage multiple client engagements while maintaining exceptional service standards
Develop strong client relationships and maintain an understanding of each client’s business and goals
Facilitate client meetings focused on tax strategy, planning, and implementation
Represent clients before tax authorities when needed
Review tax returns for accuracy, compliance, and quality while mentoring staff through the review process
Monitor engagement timelines, budgets, and deliverables to ensure successful completion
Mentor, coach, and develop team members through ongoing communication and training
Stay current on tax law developments and advise staff and clients accordingly
Represent the firm within the community and support business development initiatives
Collaborate with leadership and team members across the firm to drive continued growth and success
Perform additional duties and special projects as needed
Expectations
Provide leadership, direction, and scheduling support to team members
Demonstrate flexibility and commitment during busy season, including overtime as needed
Foster a positive, team-oriented environment built on accountability and collaboration