Tax Senior Associate
Whitley Penn, Houston, TX, United States
Whitley Penn, a leading CPA and Consulting firm, 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.
Job Details
Classification: Full-time; Exempt
Office Expectations/Hours: On site position; general work schedule is Monday – Friday, 8 hours/day between 8am to 5pm with overtime, as needed.
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 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
How Will You 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 Should You Apply?
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.
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Job Details
Classification: Full-time; Exempt
Office Expectations/Hours: On site position; general work schedule is Monday – Friday, 8 hours/day between 8am to 5pm with overtime, as needed.
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 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
How Will You 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 Should You Apply?
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.
#J-18808-Ljbffr