It's more than just the numbers. Build impactful relationships provide expert tax advice, prepare accurate returns, and offer strategic guidance to our diverse clientele, our “TAX FAMILY.”
Family, Community, and Trust are our guiding values.
Positions available in Central San Antonio & Schertz
This is a full-time on-site role for a Tax Consultant at James Family Tax. The Tax Consultant will be responsible for meeting with clients both in-office and virtually for tax planning, compliance, preparation, audits, and ensuring adherence to tax laws on a day-to-day basis.
Qualifications:
Tax Planning, Tax Compliance, and Tax Preparation skills
Experience with Tax filing and knowledge of Tax Law
Excellent analytical and problem-solving skills
Strong attention to detail and accuracy
Effective communication and interpersonal abilities
Bachelor's degree in Accounting, Finance, or related field
CPA or Enrolled Agent certification is a plus
Experience with QBO and Pro-Connect is also a plus
Starting at 44K -55K annually
401K with match
Disability Coverage
Charitable Contribution Matching
Bonus
Paid Development and Training
Work / life balance policies
and more.....
Positions available in Central San Antonio & Schertz
James Family Tax is seeking a highly experienced and detail-oriented Lead Tax Consultant to oversee and guide our tax consulting team. This full-time, on-site position requires a dynamic professional with exceptional expertise in tax planning, compliance, and preparation, as well as strong leadership and mentoring skills. The Lead Tax Consultant will not only work directly with clients (both in-office and virtually) but also review and ensure the accuracy and quality of work performed by Tax Consultants, upholding the firm's commitment to excellence.
Qualifications:
Serve as the primary reviewer of all tax-related deliverables to ensure compliance with tax laws, accuracy, and adherence to client objectives.
Provide mentorship and training to Tax Consultants to develop their skills and ensure consistency in service quality.
Act as the point of escalation for complex client issues or technical tax matters.
Conduct in-depth consultations with clients for tax planning, compliance, and preparation, both in-office and virtually.
Develop customized tax strategies that align with client goals and the latest tax regulations.
Establish long-term client relationships through professional expertise and superior service.
Starting at 60K annually and negotiable based on experience
401K with match
Disability Coverage
Charitable Contribution Matching
Bonus
Paid Development and Training
Work / life balance policies
and more.....
Positions available in Central San Antonio & Schertz
We’re looking for a vibrant & proficient individual to join our team as an Office Assistant.
You will be at the forefront of our "Tax Family" interactions, playing a vital role as our client's first point of contact. This position is instrumental in creating a positive and welcoming environment, ensuring seamless interactions with our clients, and supporting our team in delivering exceptional service
Qualifications:
Proven ability to manage schedules, prioritize tasks, and ensure smooth day-to-day operations in a fast-paced office environment.
Exceptional verbal and written communication abilities to interact effectively with clients, team members, and external stakeholders.
Proficiency in office software (e.g., Microsoft Office Suite, Google Workspace) and familiarity with tax preparation or customer management tools.
Strong focus on accuracy in managing client records, documents, and compliance requirements.
Commitment to providing excellent client service, maintaining confidentiality, and building strong relationships.
Starting at $15 hourly and negotiable based on experience
401K with match
Disability Coverage
Charitable Contribution Matching
Bonus
Paid Development and Training
Work / life balance policies
and more.....