Tax Senior Associate

Whitley Penn; San Antonio (TX); On-site; USD 90,000 - 125,000; Full time

Benefits offered by this job

Firm Paid Medical Insurance

Dental and Vision Insurance

Firm holidays

Paid time off

Maternity and Parental Leave

401(k) with Profit Sharing

Discretionary Bonus

Health & Wellness Program

Pet Insurance

Job summary

Whitley Penn, a leading audit, tax, and advisory firm, is seeking a Tax Senior Associate to lead tax engagements and guide associates. On-site role in Texas with a Monday–Friday schedule and potential overtime.You will review 1040/1065 tax returns, research federal/state issues, and advise clients on tax strategies. The role also involves supervising staff and maintaining client relationships while ensuring compliance with standards.

Qualifications

• 2+ years of public accounting experience with tax focus.
• Bachelor's degree in accounting; master's preferred.
• Active CPA license or eligibility is required.
• Proficiency with accounting software and tax platforms.
• Solid knowledge of GAAP and tax regulations.

Responsibilities

• Lead tax engagements, including planning and reviewing tasks.
• Prepare and review 1065, 1040, 1120 series returns and estimates.
• Research tax issues and recommend strategies.
• Ensure compliance with federal, state, and local regs.
• Develop client relationships and gather information for improvements.
• Respond to IRS/state inquiries.
• Supervise and mentor staff and interns.

Skills

Public accounting experience

Tax knowledge

Communication skills

Client relationship management

Mentoring/training

Education

Bachelor's degree in accounting

Master's degree preferred

Active CPA license or CPA eligibility

Tools

Tax software proficiency

Job description

Whitley Penn,oneofthe nation's leading audit, tax, and advisoryfirms, is looking for a Tax Senior Associate to join our team! The Tax Senior Associate is responsible for leading tax engagements, preparing and reviewing a variety of tax documents, and recommending tax strategies by researching and interpreting tax laws. Seniors are responsible for planning and executing engagements and special assignments, supervising and training associates, reviewing work of associates, and communication with clients. Seniors are responsible for compliance with all professional and regulatory standards.

Whitley Penn has become one of the fastest growing public accounting firms by providing exceptional, personalized service that reaches far beyond traditional accounting. In addition to Audit and Tax solutions, we offer a wide range of Advisory and Consulting services. We work in collaborative teams with an emphasis on an open-door policy, entrepreneurial thinking, and a well-built culture. At Whitley Penn, we learn, innovate, and achieve by sharing knowledge, embracing new ideas, and working together. We're looking for professionals who think like owners and want to be part of shaping a high-growth firm.

• Title: Tax Senior Associate
• Classification: Full-time; Exempt
• Department: Tax
• Office Expectations/Hours: On site position; general work schedule is Monday - Friday, 8 hours/day between 8am to 5pm with overtime, as needed.

What You Will Do

• Lead tax engagements, including planning and exciting tax engagements, managing client deadline expectations, completing returns, and managing budgets
• Review and/or prepare 1065, 1040, 1120, and 1120S tax returns, quarterly estimates, extensions and year-end projections
• Recommend tax strategies by researching federal, state and local taxation issues
• Maintain compliance with regulations by forwarding required information to federal, state and local authorities
• Develop and maintain a relationship with the client and proactively work with the client’s management to gather necessary tax information, identify issues, and make recommendations for business improvements
• Respond to IRS and state tax authority inquiries
• Supervise, train, and mentor Tax staff and interns, including the review of staff prepared workpapers and evaluative performances
• Gain a comprehensive understanding of tax process and Internal Revenue Code
• Assist with business proposals, networking, and recruiting opportunities
• Must be highly dedicated with a positive attitude, self-motivated, a team player who takes initiative and willing to learn
• Participate in technical and professional training throughout the year

What You Need to Get Here

• 2+ years of experience in public accounting, demonstrating a proven progression in tax return complexity, scope and research
• Bachelor's degree in accounting; Master's degree preferred
• Active CPA license or CPA eligibility
• Proficiency in use of technology and accounting programs
• Extensive knowledge of Generally Accepted Accounting Principles the Internal Revenue Code and other official tax laws, regulations and guidance
• A professional appearance and demeanor
• A comprehensive understanding of the tax preparation process
• Strong organizational and time management skills; ability to plan and execute multiple engagements and projects, simultaneously
• Excellent communication skills, both orally and in writing; actively listens and clearly communicates ideas and information
• Strong relationship building capabilities; ability to work respectfully and productively with diverse individuals in a variety of roles

Why Whitley Penn

Our total rewardsareincrediblycompetitive. We work hard and recharge so that we can be our best selves for our clients.Exploresome of our benefits below:

• Firm Paid Medical Insurance(Free Employee Only Coverage on 2 of 3 plans)
• Voluntary Dental and Vision Insurance
• 17 Annual Firm holidays, with extended breaks around July 4th and year end
• 20 days PTO
• Paid Maternity and Parental Leave
• 401(k) with Profit Sharing
• Discretionary Bonus Program
• Health & Wellness Program
• Pet Insurance

Whitley Penn is proud to be an equal opportunity workplace. We recruit, employ, train, compensate, and promote without regard to age, race, creed, gender, color, religion, national origin, sexual orientation, gender identity, veteran status, disability or any other basis protected by applicable federal, state, or local law. Whitley Penn is a participant in E-Verify please follow the link to review disclosure notifications: https://www.dropbox.com/s/olsr5xgsgxsntu3/E-Verify%20Notices.pdf?dl=0 . All employment is decided on the basis of qualifications, merit, and business need.

#LI-ONSITE

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.