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Senior Tax Associate - Wealth Management

Levelociti · San Antonio, TX · Tax & Accounting

Compensation

$80k – $125k /yr

Employment type

Full-time

Work setting

On-site

Location

San Antonio, TX

Schedule

Day shift

Posted

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Job overview

The Senior Tax Associate - Wealth Management is an onsite position based in San Antonio, TX, with a salary range of $80,000 to $125,000 per year plus a 15-20% annual bonus. This role supports the growing tax and accounting practice of an employee-owned wealth management firm. The Senior Tax Associate is responsible for the preparation and review of complex tax returns and providing mentorship to junior staff. This role exists to ensure high-quality tax compliance and strategic planning for a diverse client base while contributing to the firm's long-term growth.

What you'll do

  • Prepare and review individual, partnership, and corporate tax returns, mentor junior staff, collaborate with offshore teams, and assist with tax planning strategies.

What we're looking for

Skills & competencies
full-time
day shift
san antonio tx
finance
tax
wealth management
cpa
ea
onsite
bonus potential
$80k-$125k
no travel
Work arrangement
  • Weekend coverage required

Benefits & perks

  • Annual bonus potential, career advancement opportunities, collaborative work environment.

Why this role

Employee-owned firm with significant annual bonus potential.

About the employer

Levelociti is hiring for this role. Industry: Miscellaneous Intermediation. Sector: 52.

Additional details

Industry sector
52
Industry
Miscellaneous Intermediation
Occupation code
13-2082.00
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