Tax Accountant - Income Tax (Onsite)

Posted Yesterday
Be an Early Applicant
San Antonio, TX, USA
In-Office
Junior
Fintech • Insurance
The Role
Prepare federal and state tax returns for partnerships, foundations, trusts and individuals; prepare K-1s, tax journal entries, quarterly estimates, reconciliations, and Texas Gross Margin Tax; research tax issues and draft memoranda; coordinate with internal teams and external vendors; respond to regulatory inquiries and meet deadlines in a team environment.
Summary Generated by Built In

SWBC is seeking a talented individual to assist with the federal and state compliance for the SWBC Enterprises Group, including Real Estate Development entities, SWBC Foundation; and SWBC Owners and their family members.

Why you'll love this role:

In this role you will assist with the oversight of Owner assets, work with leaders within SWBC as well as outside vendors to ensure adherence to Owner’s mission and vision. You will get to exercise your analytical and deductive reasoning skills. If you are looking for a challenging, deadline driven and team-oriented environment, you have come to the right place!

Essential duties include the following:

  • Prepares and assists with filing federal and state tax returns for partnerships, private foundation, trust and individuals.
  • Prepares K-1 activity journal entries and year-end closing entries; preparation of journal entries related to tax accounting; and preparation of monthly partnership accounting for investment partnerships.
  • Accurately prepares quarterly estimates and annual tax reports.
  • Reconciles federal and state tax accounts and prepares journal entries.
  • Calculates and prepares Texas Gross Margin Tax for inclusion in annual tax provision for audit, annual tax return filings and reconciliation of state tax accounts.
  • Develops inter-department relationships and interface with personnel to ensure that tax information acquired from other departments is accurate and timely.
  • Assists in responding to inquiries from regulatory agencies.
  • Works in a team environment to ensure accurate and timely completion of all Federal, State and local tax filings.
  • Ability to work in a deadline-driven environment and handle multiple projects simultaneously.
  • Researches technical tax issues and compose memorandums to document analysis.
  • Keeps up to date with tax changes and industry trends by participating in educational opportunities, participating in professional organizations, keeping up with professional networks and reading professional publications.

Serious candidates will possess the minimum qualifications:

  • Bachelors or Master’s Degree in Accounting or relevant field from an accredited four-year college or university required.
  • CPA preferred.
  • Minimum of two (2) years of public or corporate tax experience.
  • Working knowledge of Word, Excel, and Adobe Acrobat.
  • Experience with Workday, BNA Tax Management, RIA, OneSource Income Tax, CCH. Prosystem fx and CCH Workpaper Manager software preferred.
  • Excellent interpersonal and organizational skills.
  • Strong analytical skills, attention to details, and be able to multitask.
  • Excellent verbal and written communication skills.
  • Able to use basic office equipment, including copy machine, personal computer, and fax.
  • Able to type 35 WPM.
  • Able to travel locally or nationally by car or plane.
  • Sit for long periods of time performing sedentary activities.
  • Stand, stoop, and kneel to file for long periods of time.
  • Push, pull, and lift up to 20 lbs. of files, supplies, documents, or other related items.

SWBC offers*:  

  • Competitive overall compensation package
  • Work/Life balance 
  • Employee engagement activities and recognition awards 
  • Years of Service awards
  • Career enhancement and growth opportunities 
  • Leadership Academy and Mentor Program
  • Continuing education and career certifications 
  • Variety of healthcare coverage options
  • Traditional and Roth 401(k) retirement plans 
  • Lucrative Wellness Program

*Based upon employee eligibility 

     

Additional Information:

    

SWBC is a Substance-Free Workplace and requires pre-employment drug testing.

    

Please note, SWBC does not hire tobacco users as allowed by law.

    

To learn more about SWBC, visit our website at www.SWBC.com. If interested, please click the appropriate apply button.

Skills Required

  • Bachelor's or Master's Degree in Accounting or relevant field from accredited four-year college or university
  • Minimum of two (2) years of public or corporate tax experience
  • CPA
  • Working knowledge of Microsoft Word, Excel, and Adobe Acrobat
  • Experience with Workday, BNA Tax Management, RIA, OneSource Income Tax, CCH, Prosystem fx, CCH Workpaper Manager
  • Excellent interpersonal and organizational skills
  • Strong analytical skills, attention to detail, ability to multitask
  • Excellent verbal and written communication skills
  • Able to type 35 WPM
  • Able to travel locally or nationally by car or plane
  • Able to sit for long periods and perform sedentary activities; stand, stoop, kneel to file; push, pull, lift up to 20 lbs.
  • Pass pre-employment drug test; employer does not hire tobacco users
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The Company
HQ: San Antonio, TX
1,531 Employees
Year Founded: 1976

What We Do

Since 1976, SWBC has been providing a wide range of insurance, mortgage, and investment services to financial institutions, individuals, and businesses. Company Overview Headquartered in San Antonio, SWBC is a diversified financial services company providing a wide range of insurance, mortgage, and investment services to financial institutions, businesses, and individuals. With offices across the country, SWBC is committed to providing quality products, outstanding service, and customized solutions in all 50 states.

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