HOLT Group San Antonio, TX office is seeking to hire a Tax Accountant.
The Tax Accountant assists the team with project management to meet internal and external deadlines for the preparation and filing of tax returns and other related projects. They also provide high-quality services by gathering, preparing, and organizing tax information, responding to, and anticipating requests to ensure an efficient and timely process.
The Tax Accountant will work both internally with the team and externally with third-party service providers.
What can HOLT offer you?
- A competitive salary, commensurate with your experience and competencies.
- A comprehensive and robust benefits program that includes complete health care, 401(k) matching & Profit-Sharing plan (ROTH and traditional), paid holidays, and a front-loaded PTO program.
- A Tuition Reimbursement program to support the pursuit of accredited college courses.
- An employee development program with professional development staff that allows you to grow your skills and build your competencies to prepare you for future opportunities at HOLT.
Qualifications and Requirements:
- Bachelor’s Degree in Accounting/Finance
- Minimum 2 years’ experience in accounting.
- CPA or actively pursuing CPA a plus.
- Tax experience or some basic knowledge preferred.
- Proficient knowledge of Microsoft Office Suites.
- Ability to learn and to manage BOX and Microsoft SharePoint for document workflow and storage.
- Ability to keep professional matters and information confidential.
- Excellent verbal and written communication and interpersonal skills to establish working relationships with multiple departments and various levels of the organization.
- Ability to take meticulous notes on projects/tasks and utilize DocuSign for outbound tax return signing and storage.
- Excellent organizational, time management, and follow-up skills; detail-oriented and multi-tasker.
- Professionally represents the family office by promptly and accurately meeting service needs.
Essential Functions:
- Helps the team meet internal and external deadlines by proactive project management.
- Manages intake, organization, and follow-up on information needed for the preparation of tax returns.
- Organize, monitor, and maintain tax and other confidential documents so that records and correspondence are easily retrieved and available for future reference and use. Activities include proper labeling of scanned tax and legal documents and utilizing a workflow automation document storage process when applicable.
- Proactively updates the team with updates on status of projects, next steps, etc.
- Responds and processes requests for information such as providing copies of tax returns and K-1’s.
- Coordinates signature of Electronic Filing Signature Authorizations and tax returns, including download of tax returns and other supporting documents.
- Coordinates internal & external meetings/calls and the transmission of tax and other documents internally & externally.
- Coordinates tax payment vouchers as required.
- Participates in annual tax return compliance planning with the Family Office Tax team.
- Drafts non-technical letters to the IRS or state taxing authorities and checks for proper spelling and grammar.
- Planning and preparation for tax season – tax folder roll-forwards (BOX/SharePoint), roll-forward/creation of tracking boards and checklists.
- File tax information/documents/returns in appropriate folders.
- Track all third-party tax service agreements and invoices to ensure proper document storage, project compliance and timely payment.
- Coordinates family office authorizations to release information to third parties.
- Performs other duties as assigned.
An Equal Opportunity Employer including Disability/Veteran
Job Type: Full-time
Pay: $51,967.07 - $62,584.00 per year
Benefits:
- 401(k)
- 401(k) matching
- AD&D insurance
- Bereavement leave
- Dental insurance
- Disability insurance
- Employee assistance program
- Employee discount
- Family leave
- Flexible schedule
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- On-site gym
- Opportunities for advancement
- Paid time off
- Parental leave
- Prescription drug insurance
- Professional development assistance
- Profit sharing
- Referral program
- Retirement plan
- Tuition reimbursement
- Vision insurance
- Wellness program
Schedule:
- Day shift
- Monday to Friday
Education:
Experience:
- Tax accounting: 2 years (Required)
License/Certification:
Ability to Relocate:
- San Antonio, TX 78222: Relocate before starting work (Required)
Work Location: In person