Senior Tax Manager

Company: Wenzel & Associates, CPAs
Location: San Antonio
Posted on: February 24, 2021

Job Description:

Job Title: Senior Tax ManagerWho We Are: Wenzel & Associates is a San Antonio-based CPA firm with roots spanning nearly four decades across the Texas Hill Country.--Pillars in the CPA community and known for cultivating authentic, long-lasting relationships, Wenzel & Associates is a place clients and employees alike call home for the long haul.--Respect, expertise, results, and a sincere desire to serve are the cornerstones of the firm's success. With no gimmicks, fancy marketing or hype, Wenzel & Associates provides straight-forward service in a trustworthy, family setting that leaves stakeholders with peace of mind. Wenzel & Associates is an employee-friendly organization, valuing flexibility in time, work styles and outside interests.--Teamwork allows individuals that flexibility while ensuring the work gets done.--While "busy season" hours increase slightly, dinner with family, gym time, weekend movies and other life "necessities" are not sacrificed to meet our clients' needs. Who Our Clients Are: Our clients are South Texans looking for honest advice and outstanding service at a fair price.--They are doctors, lawyers, owners of small businesses, teachers, and executives of corporations. They are ranchers and homeowners, savvy investors and novice stock market players.--They're moms, uncles, sisters and grandparents; philanthropists and art collectors.--Most importantly, they're people, each with a name and a story who have a need for our expertise and experience to help them navigate outside of their own areas of expertise and experience. Who We're Looking For: The optimal candidate for the Senior Tax Manager is a personable, curious self-starter.--As a small, flexible, "prove us wrong" employer, team members have great independence in getting their work done and support when they run into obstacles.--They have significant responsibility in managing their time, schedule, workload, and client service. This role has direct interaction with clients, handling both level-appropriate communication and process to ensure delivery of quality solutions.--We are looking for a team member who is excited by new challenges, enjoys a variety of work, and works independently.--Most importantly, we are looking for a Senior Tax Manager who cares about the people at least as much as the numbers. What You'd Be Responsible For: The Senior Tax Manager provides experienced, detailed accounting services and tax review for complex returns.--This role will ensure tax returns are accurately prepared and ready for signature/filing, hold signature authority over select returns, serve as the quarterback for managing and developing client relationships, and ensure the completion of all assigned client work.--The Senior Tax Manager is also responsible for growing and mentoring others within the firm.Essential Functions: (Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.)* Manage client communications to ensure quality service and timely delivery of product.* Ensure working papers, supporting documents, and tax returns are ready for filing.* Conduct, communicate and apply research.* Perform final review of easy/moderate tax returns, initial review of complex tax returns.* Contribute to internal operations of the firm.* Continually update job knowledge and firm visibility by participating in educational opportunities, reading professional publications, maintaining personal networks, and participating in professional organizations.With regard to basic accounting functions, this role may be responsible for the following:* Preparing financial statements, reports and records by collecting, analyzing and summarizing account information.* Maintaining and balancing subsidiary accounts by verifying, allocating, posting, reconciling transactions; resolve discrepancies.* Consolidating general ledger by transferring subsidiary accounts; preparing trial balances; reconciling entries.* Summarizing financial status by collecting information; preparing balance sheet, profit and loss, and other statements.* Producing payroll; printing checks, verifying finished product.With regard to supervisory functions, this role may be responsible for the following:* Assisting in interviewing, orienting and training new employees.* Coaching and appraising performance.* Rewarding and mentoring employees.* Addressing complaints and resolving problems.Minimum Qualifications:* Bachelor's degree in accounting* CPA in good standing* 12-15 years of experience in tax and public accounting (business, fiduciary, and individual returns)* Experience with high net worth clients* Experience with final review and signing tax returns* Demonstrated experience in accrual and cash methods of accounting* Advanced knowledge of bookkeeping and accounting best practices, laws, standards, and state/national regulations* Demonstrated experience in finance, accounting, budgeting, cost accounting and cost control principles, and Generally Accepted Accounting Principles (GAAP)Technology Skills:* Lacerte (preferred) or other tax processing systems* Microsoft Office (Word, Excel, Outlook, PowerPoint)Supervisory Responsibility:This position has significant supervisory and review responsibilities.--Degree and frequency are determined by experience, performance, and organizational need.

Keywords: Wenzel & Associates, CPAs, San Antonio , Senior Tax Manager, Accounting, Auditing , San Antonio, Texas