Tax Associate

Discover Your Potential at Whitley Penn•San Antonio, TX

35d•Onsite

About The Position

Whitley Penn, a leading CPA and Consulting firm, is looking for a Tax Associate to join our team. The Tax Associate is expected to demonstrate a basic knowledge of the Internal Revenue Code, and other official tax laws, regulations and guidance, with the ability to appropriately apply them to a variety of diversified assignments and tasks, under the supervision of various professionals. Assignments may include, but are not limited to, preparation of tax returns, quarterly estimates, extensions, and year-end projections for corporations, partnerships, individuals and trusts. Performance is evaluated based on the quality of work, application of accounting knowledge, and ability to meet specified time constraints and deadlines.

Requirements

0-2 years of experience in public accounting
Bachelor’s degree in accounting
Active CPA license or CPA eligibility
Basic knowledge of Generally Accepted Accounting Principles, the Internal Revenue Code and other official tax laws, regulations and guidance
A positive attitude, eagerness to learn and acquire new skills and knowledge
A professional appearance and demeanor
Strong detail orientation
A strong work ethic, strong time management skills and the ability to meet deadlines in a fast-paced environment; responsible and self-motivated
Organizational skills and ability to multi-task
Strong communication skills, both orally and in writing
Ability to work respectfully and productively with diverse individuals in a variety of roles

Nice To Haves

Master’s degree preferred

Responsibilities

Participate on client engagements where you will develop an understanding of the entire tax preparation process and gain real-world accounting and business knowledge
Prepare 1065, 1040, 1120, and 1120S tax returns, quarterly estimates, extensions and year-end projections
Research and propose solutions to tax questions
Learn to communicate and proactively work with clients to build trust-based relationships and gather information needed to conduct assignments in an organized and efficient way
Learn how engagement budgets connect to firm financial results and how to manage your personal billable hours to engagement budgets
Develop knowledge of the firm, including its professional capabilities
Participate in community organizations/events through volunteer and networking opportunities
Participate in professional development and training sessions throughout the year
Participate in the firm’s annual performance management and goal setting process