Staff/Tax Associate

MGR • San Antonio, TX

5d

About The Position

We are seeking a motivated and detail-oriented Full-time Staff/Tax Associate to join our growing team. Job Summary We are looking for a talented and ambitious Staff/Tax Associate with 0-3 years of experience to contribute to our tax and accounting services. The ideal candidate will possess a strong foundation in accounting principles, attention to detail, and a passion for delivering high-quality work. This role offers an excellent opportunity for recent graduates or early-career professionals to gain valuable experience and grow within a supportive and dynamic environment.

Requirements

• Bachelor's degree in Accounting, Finance, or related field
• 0-3 years of experience in tax accounting or related field
• Proficiency in Microsoft Office Suite, especially Excel
• Excellent analytical and problem-solving skills
• Strong attention to detail and ability to meet deadlines
• Effective written and verbal communication skills
• Commitment to continuous learning and professional development

Nice To Haves

• CPA certification or actively pursuing CPA licensure
• Experience with tax preparation software (e.g., CCH ProSystem fx, UltraTax)
• Familiarity with accounting software (e.g., QuickBooks, Xero)
• Knowledge of data analytics tools and techniques
• Experience in public accounting firm

Responsibilities

• Assist with preparation and review of individual, partnership, and corporate tax returns for a diverse client base
• Assist in the preparation of quarterly and year-end financial statements
• Conduct research on tax laws, regulations, and compliance issues
• Participate in tax planning strategies for clients
• Perform bookkeeping and general ledger maintenance for clients
• Assist in the preparation of audit work papers and schedules
• Collaborate with senior staff members on complex accounting and tax projects
• Communicate with clients to gather necessary information and address inquiries
• Stay current with changes in tax laws and accounting standards
• Contribute to the development and implementation of internal processes and procedures
• Assist in the preparation of financial reports and analyses for management
• Participate in client meetings and presentations as needed
• Support senior staff in managing client relationships and engagements
• Identify opportunities for process improvements and efficiency enhancements
• Maintain strict confidentiality of client information and adhere to ethical standards

What This Job Offers

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