<p>We are seeking an accomplished <strong>Sr. Tax Manager</strong> to lead complex tax engagements and serve as a trusted advisor to a diverse client portfolio in San Antonio, Texas. This role is with a <strong>small but highly impactful firm</strong>, offering the opportunity to work closely with leadership, make meaningful contributions, and directly influence client outcomes and firm strategy.</p><p>This position blends hands-on technical tax expertise with relationship management, team leadership, and strategic advisory across a variety of entity types. The ideal candidate brings deep public accounting experience, strong regulatory knowledge, and a proactive, client-focused mindset—paired with the ability to thrive in a collaborative, high-visibility environment where their impact truly matters.</p><p><br></p><p><strong>Why consider this opportunity? </strong></p><ul><li>Step into a high-impact leadership track following a strategic acquisition, creating strong upside and long-term earning potential</li><li>Clear path to leadership with the opportunity to take over as Lead CPA and oversee all tax functions within the next few years</li><li>Join a firm in transition and play a key role in shaping the future of the practice, processes, and client experience</li><li>Career growth backed by increased resources, expanded service offerings, and a long-term vision for scaling the business</li></ul><p>Responsibilities:</p><p>• Direct the review and finalization of sophisticated tax filings for individuals, corporations, partnerships, and trusts, ensuring quality and compliance standards are met.</p><p>• Advise clients on tax strategies that support business and financial objectives while identifying opportunities for improved planning outcomes.</p><p>• Lead, coach, and evaluate tax professionals, fostering technical growth, accountability, and high-performance execution across the team.</p><p>• Interpret evolving federal and state tax rules and apply research findings to address client questions, risks, and complex tax matters.</p><p>• Oversee filing schedules and workflow priorities to ensure submissions are completed accurately and within required deadlines.</p><p>• Develop long-term client partnerships by delivering responsive service, practical guidance, and consistent communication throughout engagements.</p><p>• Support matters related to annual income tax provision, corporate tax reporting, sales tax considerations, and entity formation as part of broader client service needs.</p>
<p>We are looking for an experienced Staff Accountant to support core accounting operations and help maintain accurate financial reporting for the organization in San Antonio, Texas. This role is well suited for a detail-focused individual with healthcare or medical accounting experience who can manage multiple priorities, work independently, and collaborate effectively with leadership. The position plays a key part in month-end activities, account analysis, budgeting support, and strengthening financial processes and controls.</p><p><br></p><p>Responsibilities:</p><p>• Record and post accounting activity through accurate journal entries while supporting timely month-end close for corporate entities.</p><p>• Maintain fixed asset information and organize related records to ensure documentation is complete and audit-ready.</p><p>• Review financial data across individual entities to help preserve accuracy, consistency, and reliability in reporting.</p><p>• Perform reconciliations for general ledger and bank accounts, investigate discrepancies, and resolve outstanding items promptly.</p><p>• Contribute to budget preparation by compiling financial information, analyzing trends, and assisting with planning support.</p><p>• Evaluate account fluctuations and operating results to identify variances, highlight concerns, and recommend process improvements.</p><p>• Prepare and organize schedules and supporting materials needed for tax-related filings and external reporting requirements.</p><p>• Document accounting workflows and internal control procedures to promote compliance, consistency, and operational efficiency.</p><p>• Provide additional accounting and financial support to leadership and the broader finance function as business needs evolve.</p>
<p>We are looking for an experienced Accountant to join a reputable CPA firm in New Braunfels, Texas. This role combines hands-on accounting work with direct client interaction, requiring strong technical knowledge, sound judgment, and a high standard of accuracy. The position is primarily office-based and offers the opportunity to contribute across multiple engagements while building trusted relationships with clients and internal team members.</p><p><br></p><p>Responsibilities:</p><p>• Prepare accurate financial statements for a range of business and individual client accounts.</p><p>• Manage recurring bookkeeping activities on monthly, quarterly, and annual cycles while keeping records current and organized.</p><p>• Complete reconciliations for bank accounts, credit cards, and loan balances to ensure ledger accuracy.</p><p>• Record and review journal entries, maintain general ledger integrity, and support month-end close activities.</p><p>• Oversee accounts receivable and accounts payable functions, including payment processing and check issuance when needed.</p><p>• Prepare and file sales tax reports and payments in accordance with monthly and quarterly deadlines.</p><p>• Assist with year-end reporting by compiling information for Forms 1096 and 1099.</p><p>• Examine engagement documentation and client financial records for completeness, consistency, and quality.</p><p>• Work directly with clients to gather information, provide updates, and deliver financial data in a timely and thorough manner.</p><p><br></p><p>Why consider this role?</p><ul><li>Voted one of the best firms in New Braunfels for 5+ years</li><li>Long-standing, stable firm with strong tenure </li><li>Significant investment in training and development, including strong support to those pursuing a CPA</li><li>Clear path to growth, including potential leadership of bookkeeping team</li><li>Flexible scheduling for family needs outside of busy seasons</li></ul>