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Senior Tax Professional

United States, San Antonio · Job Posted May 20, 2026
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Job Description

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.

Job Responsibility

  • 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
  • Collaborate with the wealth management team, with commission opportunity tied to referrals into investment and planning services

Requirements

  • 5 to 8 years of tax experience across individual and business returns
  • Strong technical tax background required
  • CPA preferred but not required
  • Experience as a final reviewer or in a quality control capacity
  • Some leadership or mentorship experience
  • Entrepreneurial mindset motivated by growth, commission opportunity, and long-term runway
  • Fully onsite availability in San Antonio, TX required to start
  • Estate planning familiarity a plus

Nice to have

Estate planning familiarity

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