Tax Senior Associate

Whitley Penn•San Antonio, TX

17h•Hybrid

About The Position

Whitley Penn, a leading CPA and Consulting firm, is looking for a Senior Tax Associate to join our San Antonio 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.

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

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.
Must be highly dedicated with a positive attitude, self-motivated, a team player who takes initiative and willing to learn.