Torres Advisory Group is a premier, family-owned financial family office founded in San Antonio in 1998. We pride ourselves on being a trusted partner for our clients' entire financial lives. We are specifically seeking a dedicated professional to join Torres Advisory and Consulting Services, LLC , to deliver elite financial and tax compliance workflows. Because our ecosystem uniquely spans wealth management, legal services, accounting, and real estate, you will work within a powerful multi-disciplinary network that offers comprehensive, high-tier solutions to our clients.

Position Overview:

As a Tax Preparer/Consultant, you will manage federal and state tax compliance while building deep client relationships. This is a 100% in-office position at our San Antonio headquarters, operating during standard business hours.

Key Responsibilities:

Tax Compliance:

Prepare and review accurate federal and state individual (Form 1040) and business tax returns.

Client Consultation:

Conduct comprehensive, bilingual interviews with clients to gather necessary financial documentation.

Financial Analysis:

Analyze W-2s, 1099s, expense receipts, and balance sheets using QuickBooks and Excel to identify legal deductions and credits.

Regulatory Alignment:

Ensure all workflows strictly align with IRS guidelines, federal mandates, and Texas tax codes.

Data Security:

Securely maintain and manage sensitive financial data with total confidentiality.

Required Qualifications:

Education:

Minimum of a Bachelor's degree from an accredited college or university.

Experience:

3 to 5 years of documented professional tax preparation experience.

Language:

Professional fluency in both English and Spanish is preferred to conduct client interviews.

Core Software:

Mandatory hands-on knowledge of Intuit ProConnect and QuickBooks Online.

Productivity Tools:

Highly proficient with Microsoft Excel (formulas and data sorting), Microsoft Word, and Google Workspace (Gmail, Calendar, and Drive).

Skills :

Detail-oriented and able to work independently, efficiently, and effectively in a fast-paced environment. Excellent organizational, time management, and task prioritization skills. Demonstrated professionalism in phone etiquette and customer support interactions. Comfortable managing multiple tasks simultaneously.

ADDITIONAL INFORMATION

In-person, full-time position. Compensation will be determined based on experience, education, and qualifications. Our office is open Monday-Friday, 8:00 AM to 5:00 PM. Join us to be part of a vibrant team dedicated to excellence and exceptional customer experiences! Your proactive attitude and organizational prowess will help create a positive workplace atmosphere while supporting our mission of delivering outstanding service every day. Learn more about our company at www.torresadvisorygroup.com

Pay:

$50,000.00 - $90,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Flexible schedule Health insurance Paid time off Vision insurance

Work Location:

In person