Qualifications You should have:

Active EA or CPA credential (or be close to obtaining licensure). At least two years of experience preparing federal tax returns. Experience preparing both individual and business returns, including S corporations, partnerships, and LLCs. Strong technical knowledge, attention to detail, and the ability to manage multiple engagements independently. Work Environment This is a hybrid position based in Castle Hills (San Antonio). New team members begin primarily in the office to learn our processes before transitioning to a typical schedule of three to four days in the office and one to two days remote. Reliable internet is required for remote work. This environment works best for people who are comfortable taking ownership. You should be able to stay organized, follow through on your work, and speak up when something doesn't look right. There is no micromanagement, but there is accountability. You'll be expected to manage your time, stay current on your workload, and contribute where you see gaps. The structure of the firm means you are not \"reporting up\" in the traditional sense—you are contributing laterally. That requires a level of maturity and confidence in your judgment, balanced with the willingness to collaborate and ask questions when needed. Core ResponsibilitiesTax Preparation Prepare Forms 1040 (including complex Schedule C and Schedule E returns), 1120-S, 1065, and all required federal and state tax returns. Prepare amended returns, year-end tax adjustments, and estimated tax calculations as needed. Review prior-year returns to ensure continuity of reporting positions, elections, carryforwards, and other tax attributes. Return Review & Quality Control Review tax returns prepared by junior staff for accuracy, completeness, and technical correctness. Verify information entered into Drake against supporting documentation and identify omissions, inconsistencies, and reporting errors. Review the tax treatment of income, deductions, credits, elections, and other reporting positions. Request and evaluate additional information needed to resolve technical issues and ensure complete reporting. Take defensible and auditable positions regarding tax matters. Financial Statement Review Review profit and loss statements, balance sheets, and general ledger activity to ensure financial information supports accurate tax reporting. Review owner distributions and contributions, shareholder basis, partner capital accounts, and depreciation schedules where applicable. Recommend adjusting journal entries and collaborate with the bookkeeping team to resolve accounting issues before filing. Tax Analysis & Planning Support Identify legitimate deductions, available tax credits, missed elections, and other opportunities to reduce future tax liabilities. Contribute tax planning ideas by identifying opportunities during return preparation and review. Tax Research & Technical Judgment Research technical tax issues encountered during engagements and develop recommendations before escalating complex matters. Exercise independent professional judgment by analyzing issues and presenting informed conclusions rather than simply identifying problems. Technical Leadership Serve as the primary reviewer and technical resource for the junior tax preparer. Provide constructive feedback, explain corrections, and coach junior staff to improve technical knowledge and work quality while maintaining firm standards. Ownership & Accountability Take ownership of the accuracy, completeness, quality, and timeliness of assigned engagements. Manage priorities independently, identify risks proactively, communicate concerns early, and contribute practical solutions.

Benefits:

Continuing education credits Health insurance

Experience:

Tax Preparation:

2 years (Required)

Language:

Spanish (Preferred) Ability to

Commute:

Castle Hills, TX 78213 (Required)

Work Location:

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