Job Description

Job Description Job Description Job Title: Tax Accountant Who We Are: Wenzel & Associates is a San Antonio-based CPA firm with roots spanning nearly four decades across the Texas Hill Country. Pillars in the CPA community and known for cultivating authentic, long-lasting relationships, Wenzel & Associates is a place clients and employees alike call home for the long haul. Respect, expertise, results, and a sincere desire to serve are the cornerstones of the firm’s success. With no gimmicks, fancy marketing or hype, Wenzel & Associates provides straight-forward service in a trustworthy, family setting that leaves stakeholders with peace of mind. Wenzel & Associates is an employee-friendly organization, valuing flexibility in time, work styles and outside interests. Teamwork allows individuals that flexibility while ensuring the work gets done. While “busy season” hours increase slightly, dinner with family, gym time, weekend movies and other life “necessities” are not sacrificed to meet our clients’ needs. Who Our Clients Are: Our clients are South Texans looking for honest advice and outstanding service at a fair price. They are doctors, lawyers, owners of small businesses, teachers, and executives of corporations. They are ranchers and homeowners, savvy investors and novice stock market players. They’re moms, uncles, sisters and grandparents; philanthropists and art collectors. Most importantly, they’re people, each with a name and a story who have a need for our expertise and experience to help them navigate outside of their own areas of expertise and experience. Who We’re Looking For: The optimal candidate for the Tax Accountant is a personable, curious self-starter. As a small, flexible, “prove us wrong” employer, team members have great independence in getting their work done and support when they run into obstacles. They have significant responsibility in managing their time, schedule, workload, and client service. This role has direct interaction with clients, handling both level-appropriate communication and process to ensure delivery of quality solutions. We are looking for a team member who is excited by new challenges, enjoys a variety of work, and works well independently. Most importantly, we are looking for a Tax Accountant who cares about the people at least as much as the numbers. What You’d Be Responsible For: The Tax Accountant provides experienced, detailed accounting services and tax preparation for returns of varying scope and complexity. This role is responsible for preparing complete workpapers and returns ready for review, handling routine client communications, and contributing positively to firm operations. This position is not a management role, but offers opportunities to assist with training and mentoring as experience and interest develop. Essential Functions: (Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.) Prepare individual, fiduciary, and business tax returns with minimal supervision Ensure work papers, supporting documents, and tax returns are ready for initial review. Communicate directly with clients on routine tax matters and information requests Conduct tax research and apply conclusions under supervision as appropriate Contribute to internal firm operations and workflow improvements Continually update job knowledge and firm visibility by participating in educational opportunities, reading professional publications, maintaining personal networks, and participating in professional organizations. With regard to basic accounting functions, this role may be responsible for the following: Preparing financial statements, reports and records by collecting, analyzing and summarizing account information. Maintaining and balancing subsidiary accounts by verifying, allocating, posting, reconciling transactions; resolve discrepancies. Consolidating general ledger by transferring subsidiary accounts; preparing trial balances; reconciling entries. Summarizing financial status by collecting information; preparing balance sheet, profit and loss, and other statements. Producing payroll; printing checks, verifying finished product. Requirements and Qualifications Minimum Qualifications: Bachelor’s degree in accounting 2-4 years of experience in tax and public accounting (business, fiduciary, and individual returns) Demonstrated experience in accrual and cash methods of accounting Desired Qualification: CPA in good standing or CPA candidate Experience working with closely held businesses and high net worth clients Demonstrated experience in finance, accounting, budgeting, cost accounting and cost control principles, and Generally Accepted Accounting Principles (GAAP) Advanced knowledge of bookkeeping and accounting best practices, laws, standards, and state/national regulations Technology Skills Lacerte (preferred) or other tax processing systems Microsoft Office (Word, Excel, Outlook, PowerPoint)6b250ea6-cee3-481d-915c-f7283f1b2f1b

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