Tax Preparer

Entry-Level Tax Preparer

Wayne Burges & Company, P.C. | San Antonio, Texas

(1604 / NW Military / Bitters area)

We are seeking an entry-level Tax Preparer to support our growing boutique CPA practice. This role is ideal for someone who wants to build a long-term career in tax, values accuracy and professionalism, and is eager to learn in a small-firm environment focused on quality—not volume.

This position is especially well-suited for someone who values stability, thoughtful work, and professional development while building strong technical skills under close mentorship.

Our Firm & Philosophy

• Boutique CPA firm serving established businesses and individuals
• "Less but better" approach—fewer clients, exceptional service
• Emphasis on accuracy, judgment, and thoughtful client care
• Supportive, professional environment with direct access to experienced CPAs
• Strong focus on teaching, mentoring, and long-term professional growth

The Role

• Position with close supervision and structured training
• Hands-on exposure to individual, business, trust, and estate tax work
• Opportunity to grow technical skills and responsibility over time
• Deadline-driven during tax season, with learning emphasized year-round

Key Responsibilities

Tax Preparation & Compliance

• Prepare individual income tax returns (Form 1040)
• Assist with business, trust, and estate returns under supervision
• Organize and review client documents for completeness and accuracy
• Prepare tax estimates and extension calculations
• Assist with sales tax, payroll tax, and other compliance filings
• Research straightforward tax questions using IRS guidance and firm resources
• Clearly document work to support efficient senior review

Client Service & Communication

• Communicate with clients by phone and email to gather missing information
• Explain basic tax concepts in clear, jargon-free language
• Respond professionally and promptly within assigned scope
• Learn client situations to provide increasingly valuable service over time

Learning & Professional Development

• Work closely with senior staff to understand more complex tax issues
• Participate in firm training on tax law changes, software, and procedures
• Ask questions freely—we value accuracy over guessing
• Build skills in business taxation, multi-state issues, and tax planning
• Learn and follow firm systems, workflows, and service standards

Administrative & Team Support

• Maintain organized digital client files
• Track time accurately and meet internal deadlines
• Assist with client deliverables (organizers, projections, planning materials)
• Support team members during busy periods with scanning, filing, and quality checks
• Contribute positively to a collaborative firm culture

What We're Looking For

Required Qualifications

• High school diploma or equivalent
• Strong attention to detail and organizational skills
• Ability to follow procedures and work independently once trained
• Comfort learning new software and technology
• Professional written and verbal communication skills
• Genuine interest in tax and helping clients
• Integrity, reliability, and strong work ethic
• Legal authorization to work in the United States

We value curiosity, professionalism, and willingness to learn as much as prior experience.

Preferred Qualifications

• Typically 0–3 years of tax or accounting experience (including internships), though we are open to early-career professionals with strong fundamentals and a commitment to quality work.
• Exposure to business tax returns (helpful, not required)
• Coursework in individual or business taxation
• Familiarity with professional tax software (Drake, CCH Axcess, ProSeries, Lacerte, etc.)
• Experience with QuickBooks or other accounting software
• Working toward CPA or Enrolled Agent credential (or willingness to pursue)
• Spanish language skills a plus

Work Schedule & Expectations

Tax Season (January 15 – April 15)

• 50–60 hours per week during peak periods
• Some Saturday work required in March and early April
• Daily guidance and support from senior staff
• Fast-paced, deadline-driven environment

Off-Season Opportunities

• Potential year-round employment based on performance and firm needs
• Off-season work may include extension returns, bookkeeping support, planning projects, and professional development
• Some scheduling flexibility during slower periods
• Year-round opportunities discussed as tax season concludes

Compensation & Benefits

• Hourly compensation based on experience and demonstrated ability
• Overtime paid for all hours over 40 per week
• Firm-paid continuing education and training
• Direct mentorship from experienced CPAs
• Some scheduling flexibility during slower periods

Why You'll Value This Role

• Work that goes beyond data entry—your accuracy directly protects clients
• Exposure to how real businesses operate and make decisions
• Strong foundation for a long-term career in tax
• A firm that invests time in teaching and development
• Meaningful work in a stable, professional environment
• We value professionalism, reliability, and steady growth as much as speed

How to Apply

If this role resonates with you, we'd welcome a conversation. We're looking for the right person, not just any candidate.

Please submit your résumé and a brief note addressing:

• Why tax work in a small CPA firm appeals to you
• An example that demonstrates your attention to detail
• Your availability to start and interest in year-round work
• Your compensation expectations

Job Type: Full-time

Work Location: In person