Tax Manager

PERFORMANCE MANAGEMENT LTD

San Antonio, TX
Today

$130,000–$200,000 Per Year
Full-time

Highlights

You will lead tax planning and compliance across corporate, trust, partnership, nonprofit, and individual entities, and you will supervise day-to-day accounting operations for a small, collaborative team. Long-term CPA Tax Manager and Accounting Supervisor role with a third-generation family-owned management company in San Antonio’s Lincoln Heights neighborhood.

Numbers & Facts

Location	San Antonio, TX
Job Type	Full-time
Salary	$130,000–$200,000 Per Year
Company Size	1 - 10
Headquarters	San Antonio, TX, US

Description

Long-term CPA Tax Manager and Accounting Supervisor role with a third-generation family-owned management company in San Antonio’s Lincoln Heights neighborhood. This is a permanent, in-person leadership position for a licensed CPA who wants to build a lasting career—not a short-term or transitional assignment.

You will serve as a key strategic partner. You will lead tax planning and compliance across corporate, trust, partnership, nonprofit, and individual entities, and you will supervise day-to-day accounting operations for a small, collaborative team. Your work will shape financial strategy in a low-bureaucracy environment where your judgment is used and your voice matters.

Compensation is $130,000–$200,000 per year, based on experience and qualifications, with health insurance and paid time off. The schedule is Monday–Friday, on site, typically 40–50 hours per week and additional hours as needed during tax season.

Job Responsibilities

Lead tax strategy, planning, and compliance for a multi-entity portfolio that includes corporations, trusts, partnerships, nonprofits, and high-net-worth individuals.
Identify tax-planning opportunities while maintaining full compliance with federal, state, and local requirements.
Supervise, train, and mentor a small accounting team on accounts payable, accounts receivable, general ledger, and multi-entity financial operations.
Own and improve the SAGE accounting system, with emphasis on accuracy, efficiency, and reporting quality.
Partner with the current Tax Manager to streamline processes, strengthen internal controls, and support strategic initiatives.
Monitor tax-law changes and serve as a trusted advisor on complex tax matters.
Protect confidentiality of family, entity, and individual financial information.
Support month-end, year-end, and filing-season workflows with clear priorities and reliable deadlines.

Qualifications

REQUIRED

Active CPA license.
7+ years of tax preparation and tax-planning experience, preferably in public accounting serving complex or multi-entity clients.
Technical knowledge of corporate, partnership, trust, and individual taxation.
Proficiency with accounting software; SAGE experience is a significant plus.
Demonstrated ability to supervise, train, and develop staff.
Strong analytical, problem-solving, written, and verbal communication skills.
Confirmed availability for a full-time, on-site role in San Antonio, 40–50 hours per week, with additional hours during tax season.
Genuine interest in a long-term career with a stable, values-driven family enterprise.

Preferred

Oil and gas taxation experience.
High-volume personal preparation and filing of individual, corporate, partnership, and nonprofit returns.
Proficiency in UltraTax, ProSeries, Lacerte, or comparable tax software, with several years of hands-on use.
Proven practice of applying recent federal or state law changes to reduce tax liability within the law.

Skills

Benefits

Paid Time-Off, Performance Bonus, Flexible Schedule, Paid Sick Days, Parking, Medical, Dental, Vision

About Company

We are a stable, third-generation family-owned management company based in San Antonio’s Lincoln Heights neighborhood. We manage a diverse portfolio of corporate, trust, partnership, nonprofit, and individual entities and place a premium on long-term relationships, work-life balance, and professional excellence.

The office is small and collaborative, with limited bureaucracy. Team members receive significant autonomy and have a direct effect on financial strategy and operating quality. We offer competitive pay of $130,000–$200,000 per year, health insurance, generous paid time off, and the opportunity to grow as the organization continues to expand.

This is a full-time, in-person position with a Monday–Friday schedule. We are seeking a seasoned tax professional who wants meaningful work, lasting stability, and a career with a respected family enterprise.