Tax Senior Associate

Whitley Penn • San Antonio, TX

7d • Onsite

About The Position

Whitley Penn is hiring a Tax Senior Associate for its Tax department. The role leads tax engagements, prepares and reviews tax returns and related documents, researches and recommends tax strategies, and ensures compliance with professional and regulatory requirements. The Senior plans and executes engagements and special assignments, manages client deadlines and budgets, supervises and trains associates, reviews their work, and communicates with clients.

This is an on-site, full-time, exempt position. The general schedule is Monday through Friday, eight hours per day between 8 a.m. and 5 p.m., with overtime as needed. The role also participates in technical and professional training throughout the year.

Whitley Penn describes its culture as collaborative, entrepreneurial, open-door, and focused on sharing knowledge, embracing new ideas, and working together. The firm offers audit, tax, advisory, and consulting services and seeks professionals who think like owners and want to contribute to a high-growth firm.

Requirements

• At least 2 years of public accounting experience, with demonstrated progression in tax return complexity, scope, and research.
• Bachelor’s degree in accounting.
• Active CPA license or CPA eligibility.
• Proficiency with technology and accounting programs.
• Extensive knowledge of Generally Accepted Accounting Principles, the Internal Revenue Code, and other official tax laws, regulations, and guidance.
• Comprehensive understanding of the tax preparation process.
• Strong organizational and time-management skills, including the ability to plan and execute multiple engagements and projects simultaneously.
• Excellent oral and written communication skills, active listening, and clear communication of ideas and information.
• Strong relationship-building capabilities and the ability to work respectfully and productively with diverse individuals in a variety of roles.
• Professional appearance and demeanor.
• Highly dedicated, positive, self-motivated team player who takes initiative and is willing to learn.

Nice To Haves

• Master’s degree.

Responsibilities

• Lead tax engagements, including planning and executing engagements, managing client deadlines, completing returns, and managing budgets.
• Prepare and/or review 1065, 1040, 1120, and 1120S tax returns, quarterly estimates, extensions, and year-end projections.
• Research federal, state, and local taxation issues and recommend tax strategies.
• Forward required information to federal, state, and local authorities to maintain regulatory compliance.
• Build and maintain client relationships; work with client management to gather tax information, identify issues, and recommend business improvements.
• Respond to inquiries from the IRS and state tax authorities.
• Supervise, train, and mentor Tax staff and interns, including reviewing staff workpapers and evaluating performance.
• Develop a comprehensive understanding of tax processes and the Internal Revenue Code.
• Assist with business proposals, networking, and recruiting opportunities.
• Participate in technical and professional training throughout the year.

Benefits

• Firm-paid medical insurance, including free employee-only coverage on two of three plans.
• Voluntary dental and vision insurance.
• 17 annual firm holidays, with extended breaks around July 4th and year-end.
• 20 days of paid time off.
• Paid maternity and parental leave.
• 401(k) with profit sharing.
• Discretionary bonus program.
• Health and wellness program.
• Pet insurance.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior