Tax Senior Associate

Discover Your Potential at Whitley Penn•Houston, TX

7d•Onsite

About The Position

Whitley Penn, a leading CPA and Consulting firm, is looking for a Senior Tax Associate to join our Houston team! The Senior Tax 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. How We Work: Whitley Penn has become one of the region’s most distinguished and fastest growing public accounting firms by providing exceptional service that reaches far beyond traditional accounting. We believe in working in collaborative teams with an emphasis on open-door policy and encouraging entrepreneurial thinking. We learn, innovate, and succeed by sharing knowledge, embracing diversity, and working together. We are all part of the same family and each person matters. We are more than just a job. How Will You Make an Impact? Lead tax engagements, including planning and exciting tax engagements, managing client deadline expectations, completing returns, and managing budgets. Review quarterly estimates, extensions, returns, and year-end projections. 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. Research and consult on various tax issues. Respond to IRS and state tax authority inquiries. Supervise, train and mentor Tax Staff and Interns, including the review of staff prepared workpapers and evaluate 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.

Requirements

2+ years of public accounting experience
Bachelor’s degree in Accounting; Master’s degree is preferred
CPA or a CPA candidate
Strong leadership, management, networking, and mentoring skills
Excellent written, oral communication and presentation skills
Must be highly dedicated with a positive attitude, self-motivated, a team player who takes initiative and willing to learn.

Responsibilities

Lead tax engagements, including planning and exciting tax engagements, managing client deadline expectations, completing returns, and managing budgets.
Review quarterly estimates, extensions, returns, and year-end projections.
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.
Research and consult on various tax issues.
Respond to IRS and state tax authority inquiries.
Supervise, train and mentor Tax Staff and Interns, including the review of staff prepared workpapers and evaluate performances.
Gain a comprehensive understanding of tax process and Internal Revenue Code
Assist with business proposals, networking and recruiting opportunities.