Senior Tax Associate - Wealth Management

Levelociti • San Antonio, TX

10h • Onsite

About The Position

The Senior Tax Associate will join the San Antonio office of a rapidly growing, employee-owned wealth management firm with an expanding Tax & Accounting practice. The role combines tax preparation and review with client service, tax planning support, and mentorship. The associate will work collaboratively with colleagues across multiple offices and offshore support teams, serve a diverse client base, and contribute to the continued growth of the tax department. The firm describes opportunities for career advancement and leadership as the department scales.

Requirements

• Bachelor's degree in Accounting or a related field.
• At least 3 years of public accounting tax experience.
• Strong technical tax knowledge with both preparation and review experience.
• Excellent communication and organizational skills.
• Ability to thrive in a collaborative, team-oriented environment.

Nice To Haves

• CPA, EA, or progress toward CPA/EA credentials.

Responsibilities

• Prepare and review individual, partnership, S-corporation, and corporate tax returns.
• Review work prepared by staff and offshore teams, providing guidance and ensuring quality and accuracy.
• Collaborate with professionals across multiple office locations to support client engagements.
• Assist with tax planning strategies and identify opportunities to add value for clients.
• Mentor junior team members and help develop best practices within the growing tax department.
• Build strong client relationships while delivering exceptional service.

Benefits

• Annual bonus potential of 15–20%.
• Employee-owned firm with a culture focused on long-term success.
• Career advancement and leadership opportunities.
• Opportunity to build a long-term career with a financially strong and highly respected organization.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior