Desired Job Title
Senior Tax AssociateSupervising Senior Tax AssociateSenior Tax AssociateTax AssociateWork Type
Full TimeLocation Preference
RemoteHybridLocation: San Antonio, TX, US
Open to relocation: No
Open To Work
Alex Brierley
San Antonio,TX
Work Preference
Summary
Dynamic Senior Tax Associate with over 7 years of public accounting experience, specializing in high-net-worth individuals, partnerships, and closely held businesses. Expertise in preparing and reviewing complex federal and multi-state tax returns, along with a proven track record of managing client relationships and leading engagements to successful completion. Committed to ensuring technical accuracy and streamlining processes while mentoring staff to enhance overall team performance. Demonstrated ability to thrive in fast-paced environments, consistently meeting tight deadlines while delivering exceptional client service.
Overview
7
7
years of professional experience
Work History
Senior Tax Associate
Cerebral Tax Advisors
Knoxville, TN
01.2026 - Current
- Prepare and review complex individual, partnership, and business tax returns
- Convert client financials from trial balance to tax basis, including retained earnings roll-forwards and equity activity
- Perform accrual-to-cash adjustments and reconciliations to ensure accuracy of filings
- Draft and manage IRS and state correspondence for client matters
- Train and mentor staff, including leading CPE sessions on trust fundamentals and technical topics
Supervising Senior Tax Associate
Fox Financial Advisors
Atlanta, GA
01.2025 - 01.2026
- Reviewed and prepared federal and state tax returns for individuals, partnerships, and fiduciary clients
- Supervised staff and reviewed workpapers to ensure accuracy and compliance
- Prepared quarterly estimated tax payments and advised clients on planning strategies
- Provided on-site client support for bookkeeping and operational issues impacting tax reporting
Senior Tax Associate
Sol Schwartz & Associates
San Antonio, TX
09.2021 - 12.2024
- Reviewed and prepared complex HNW individual returns with significant K-1 investment activity
- Prepared partnership and S-corporation returns (1065, 1120S), including real estate entities
- Managed multi-state tax compliance and resolved state-specific filing issues
- Coordinated with clients to gather information, explain results, and provide planning recommendations
- Researched technical tax issues and documented positions for review
- Mentored junior staff and improved workflow efficiency during peak seasons
Tax Associate
Whitley Penn
Austin, TX
05.2019 - 02.2020
- Prepared federal and state returns for individuals and business entities under supervision
- Organized and maintained supporting workpapers for tax filings
Education
Bachelor of Business Administration - Accounting
St. Edward's University
Austin, TX05-2021
Skills
- Tax Software: ProSystem FX Suite (Tax, Engagement, FA), T-Value 6, UltraTax, TaxDome, CaseWare
- Excel: Reconciliations, tie-outs, roll-forwards, structured workpapers
- Specializations: Real estate partnerships, K-1 reporting, multi-state compliance, quarterly estimates & extensions, business projections
- Return Experience: 1040 (HNW), 1041, 1065, 1120, 1120S, 709
Affiliations
Founding Officer, National Society of Collegiate Scholars (2014–2016)
Core Competencies
- Review and preparation of complex individual, partnership, and corporate tax returns
- Multi-state tax compliance and planning
- Client relationship management and advisory support
- Staff mentoring, training, and workflow oversight
- Tax research and issue resolution
- Quarterly estimates, extensions, and year-end planning
Additional Experience
- Bartender | May 2021 – May 2022
- Delivered high-end guest service in a fast-paced environment
- Trained new staff on service standards and POS systems
Honors & Awards
Trustee’s Excellence Scholarship, President’s List (Multiple Semesters), Dean’s List (Multiple Semesters)
Timeline
Senior Tax Associate
Cerebral Tax Advisors
01.2026 - Current
Supervising Senior Tax Associate
Fox Financial Advisors
01.2025 - 01.2026
Senior Tax Associate
Sol Schwartz & Associates
09.2021 - 12.2024
Tax Associate
Whitley Penn
05.2019 - 02.2020
Bachelor of Business Administration - Accounting
St. Edward's University