Full Job Description
Position Summary
The associate will work directly with clients and the firm’s partners in providing tax and other services to businesses, individuals, estates and trusts, and not-for-profit organizations. Seasonal overtime is expected at certain times of the year. Due to the size and the structure of our firm, combined with our diversified client base, the ideal candidate will have the opportunity for professional growth and additional responsibilities within our organization. If you have chosen public accounting as your career and meet the requirements below, this may be the right opportunity for you!
Who You Are
- Minimum 1 year of public accounting experience in federal and state tax compliance, preparing income tax returns and other forms for various entities and high‐net‐worth individuals
- Advanced user in tax‐preparation & write‐up programs
- Strong write‐up working knowledge
- Proficient in heavy client contact and maintaining excellent client relationships
- Flexible enough to handle routine and complex assignments
- Problem‐solver / Proactive / Highly Organized
- Ability to work well and excel in a team environment
Job Responsibilities and Tasks
- Assist partners and principals with tax and advisory services
- Prepare income tax returns for various entity forms and high‐net‐worth individuals
- Handle IRS and state tax authorities' correspondence
- Manage own workload by monitoring project/return deadlines, frequent daily contact with partners, principals, and paraprofessionals in assessing project status and problems encountered
- Interact with client personnel on tax return information, due dates, deadlines, and other compliance matters and keep staff accountants and paraprofessionals informed and vice versa
- Recognize potential problem areas in projects/returns and discuss with appropriate team members
- Perform other job-related duties as required
Who We Are
Kelly & Perez, PLLC is a premier accounting firm with offices in San Antonio, Texas. We provide solutions to businesses, individuals, estates and trusts. We pride ourselves on teamwork and investing in our people. We are proud to offer a competitive salary, opportunity for professional growth, and an open and friendly work environment. Please visit our website to find out who we are and what we do.
We respect your privacy. Your application will be handled with strict confidentiality. Only highly qualified candidates will be contacted.
Job Type: Full-time
Pay: $55,000.00 - $65,000.00 per year
Schedule:
- Monday to Friday
- No , none, zero, Overtime
Supplemental Pay:
Experience:
- Federal & State Tax Compliance/ Tax Return Preparation: 1 year (Required)
- Public Accounting: 1 year (Required)
Education:
Job Type: Full-time
Pay: $50,000.00 - $65,000.00 per year
Benefits:
Experience level:
Schedule:
Experience:
- Tax experience: 1 year (Required)
License/Certification:
Work Location: Hybrid remote in San Antonio, TX 78213