Full-Time

Tax Specialist

Confirmed live in the last 24 hours

SWBC

SWBC

11-50 employees

Consulting
Fintech
Financial Services

Mid

San Antonio, TX, USA

Category
Tax Accounting
Accounting
Requirements
  • Bachelor’s Degree in Accounting Preferred.
  • At least 3 (three) years Accounting/Payroll tax experience preferred.
  • Strong analytical and organizational skills.
  • Experience in out of state payments and filings for withholding and unemployment tax.
  • Intermediate to advanced working knowledge of MS Office, Word, and Excel and ability to master other software in a reasonable amount of time.
  • Excellent communication skills and demonstrated ability to work effectively with all levels of management; exercising discretion and independent judgment while performing duties with limited supervision.
  • Working knowledge of Generally Accepted Accounting Principles (GAAP).
  • Sit for long periods of time executing, updating, and validating personal computer applications.
Responsibilities
  • Primarily responsible for timely and accurate state and local tax payments, filings, and associated research.
  • Corresponds with tax authorities regarding tax issues and resolution of questions on returns filed.
  • BLS reporting and surveys such as: Industry Verification, OEWS, and Multiple Worksite Locations.
  • Assists with certain quarterly client billing reconciliations.
  • Assists Payroll department with various tax adjustments.
  • Assist accounting department with tax general ledger reconciliations.
  • Registering for new tax accounts and following state procedures for gaining access to tax accounts and researching associated tax requirements.
  • Communicates with clients to ensure successful transition of tax accounts during onboarding and offboarding.

Company Stage

N/A

Total Funding

N/A

Headquarters

San Antonio, Texas

Founded

1976

Growth & Insights
Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%
Simplify Jobs

Simplify's Take

What believers are saying

  • Apple Pay integration enhances customer experience and streamlines loan payments for institutions.
  • Kevin Graham's recruitment boosts innovative investment solutions in wealth management.
  • Partnership with BeSmartee modernizes mortgage lending, enhancing SWBC's service offerings.

What critics are saying

  • Apple Pay integration may face challenges from changes in Apple's policies or technology.
  • BNPL solutions partnership could lead to increased regulatory scrutiny for consumer protection.
  • Reliance on brand ambassadors like Micah Parsons risks brand image if controversies arise.

What makes SWBC unique

  • SWBC's Apple Pay integration offers unique card filtering for loan payments.
  • SWBC's financial stability is recognized by AM Best, enhancing its insurance industry reputation.
  • SWBC's municipal bond market influence is growing with significant co-manager roles.

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