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Lead Tax Consultant- San Antonio & Schertz

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.

Compensation Highlights:

  • 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.....