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Tax Team Member - Senior Associate

Job Type: Full Time
Location: North Central San Antonio
Salary:  Depends on Experience/Qualifications

Job Description

Are you well organized?  Do you make a great first impression? Do you enjoy meeting new people and building long term relationships?   Do you have strong computer skills and a positive personality?   If you answered yes, maybe we should talk!

We work as a multi-disciplinary team seeking to assist our clients as they manage, grow and protect their financial resources. We provide tax, accounting, consulting, financial planning and wealth management services on a fee-only basis.   We work with individuals, families, businesses, professionals and non-profits to be better stewards of what they have. We help them make their financial dreams come true.

Here’s what we are searching for:  Someone to
  • Prepare Individual, Business and Trust tax returns.
  • Provide tax planning advice and tax projections to clients.
  • Assist clients with bookkeeping and accounting issues.
A great candidate
  • Works well independently and as part of a well established winning team.
  • Enjoys talking to others by phone and helping others (our clients and team members) be successful.
  • Communicates well both verbally and in writing.
  • Can meet scheduled deadlines.
  • Enjoys long term relationships and improving things over time, is comfortable with change. 
  • Is highly computer literate and comfortable working in a paperless environment.
  • Is a CPA
  • Has 2 + years experience.
The perfect candidate ( In addition to what a great candidate does):
  • Understands CPA firm operations.
  • Has experience with ProSystem fx Tax, Adobe, Microsoft Excel, and QuickBooks.
  • Possesses the desire to continually develop and expand professional skills.
  • Possesses fluency in both English and Spanish.
  A few things we want you to know about us:
  • We’re located in North San Antonio, near 1604 and 281.
  • Building long term, personal relationships with our clients is a major part of the work for all our team members.
  • Employee benefits include 401(k) with profit sharing, employer paid health, dental and vision insurance.
  • Our interview process is more involved and thorough than you are used to.
  • We work really, really hard all the time.

Tax Team Member - Associate

Job Type: Full Time
Location: North Central San Antonio
Salary:  Depends on Experience/Qualifications

Job Description

Are you well organized?  Do you make a great first impression? Do you enjoy meeting new people and building long term relationships?   Do you have strong computer skills and a positive personality?   If you answered yes, maybe we should talk!

We work as a multi-disciplinary team seeking to assist our clients as they manage, grow and protect their financial resources. We provide tax, accounting, consulting, financial planning and wealth management services on a fee-only basis.   We work with individuals, families, businesses, professionals and non-profits to be better stewards of what they have. We help them make their financial dreams come true.

Here’s what we are searching for:  Someone to
  • Input basic information and assist with preparation of Individual tax returns.
  • Assist senior team members with bookkeeping and accounting issues.
A great candidate
  • Works well independently and as part of a well established winning team.
  • Enjoys talking to others by phone and helping others (our clients and team members) be successful.
  • Communicates well both verbally and in writing.
  • Can meet scheduled deadlines.
  • Enjoys long term relationships and improving things over time, is comfortable with change. 
  • Is highly computer literate and comfortable working in a paperless environment.
  • Is a CPA or CPA track individual.
  • Has 0 to 2 years experience.
The perfect candidate ( In addition to what a great candidate does):
  • Understands CPA firm operations.
  • Has experience with ProSystem fx Tax, Adobe, Microsoft Excel, and QuickBooks.
  • Desires to continually develop and expand professional skills.
  • Possesses fluency in both English and Spanish.
  A few things we want you to know about us:
  • We’re located in North San Antonio, near 1604 and 281.
  • Building long term, personal relationships with our clients is a major part of the work for all our team members.
  • Employee benefits include 401(k) with profit sharing, employer paid health, dental and vision insurance.
  • Our interview process is more involved and thorough than you are used to.
  • We work really, really hard all the time.

Tax Team Member - Seasonal

Job Type: Full Time
Location: North Central San Antonio
Salary:  Depends on Experience/Qualifications

Job Description

Are you well organized?  Do you make a great first impression? Do you enjoy meeting new people and building long term relationships?   Do you have strong computer skills and a positive personality?   If you answered yes, maybe we should talk!

We work as a multi-disciplinary team seeking to assist our clients as they manage, grow and protect their financial resources. We provide tax, accounting, consulting, financial planning and wealth management services on a fee-only basis.   We work with individuals, families, businesses, professionals and non-profits to be better stewards of what they have. We help them make their financial dreams come true.

Here’s what we are searching for:  Someone to
  • Prepare Individual, Business, and Trust tax returns.
  • Assist senior team members with bookkeeping and accounting issues.
A great candidate
  • Works well independently and as part of a well established winning team.
  • Enjoys talking to others by phone and helping others (our clients and team members) be successful.
  • Communicates well both verbally and in writing.
  • Can meet scheduled deadlines.
  • Enjoys long term relationships and improving things over time, is comfortable with change. 
  • Is highly computer literate and comfortable working in a paperless environment.
The perfect candidate ( In addition to what a great candidate does):
  • Understands CPA firm operations.
  • Has experience with ProSystem fx Tax, Adobe, Microsoft Excel, and QuickBooks.
  • Desires to continually develop and expand professional skills.
  • Possesses fluency in both English and Spanish.
  • Is a CPA.
  • Has 5+ years of experience.
  A few things we want you to know about us:
  • We’re located in North San Antonio, near 1604 and 281.
  • Our interview process is more involved and thorough than you are used to.
  • We work really, really hard all the time.