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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