Tax Manager

About the RoleA 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.

ResponsibilitiesServe as final reviewer on all individual and small-to-medium business tax returnsOversee quality control across bookkeeping, payroll processing, and Texas franchise filingsSupport estate planning-adjacent work across the client baseMentor and provide guidance to junior tax staffCollaborate with the wealth management team, with commission opportunity tied to referrals into investment and planning services