Whitley Penn

Tax Senior Associate

Whitley Penn • $75K — $95K *
Austin, TX 78745In-Person
Legal & Accounting
Less than 5 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • 2+ years in public accounting with increasing complexity in tax returns
  • Bachelor's in accounting; Master's preferred
  • Active CPA license or eligibility
  • Proficient in technology and accounting software
  • Strong grasp of GAAP, IRS code, and tax laws
  • Excellent organizational and time management skills
  • Outstanding communication and relationship-building skills

Responsibilities

  • Lead and execute tax engagements while managing client deadlines
  • Prepare and review various tax returns including 1065, 1040, 1120, and 1120S
  • Research and recommend tax strategies based on regulations
  • Ensure compliance by submitting required information to authorities
  • Develop relationships with clients and assist in information gathering
  • Respond to inquiries from IRS and state tax authorities
  • Supervise and mentor junior tax staff and interns

Benefits

  • Firm paid medical insurance with free employee only coverage on select plans
  • Voluntary dental and vision insurance
  • 17 annual holidays with extended breaks around major holidays
  • 20 days paid time off (PTO) per year
  • Paid maternity and parental leave
  • 401(k) plan with profit sharing
  • Discretionary bonus program
  • Health and wellness initiatives
  • Pet insurance options
Full Job Description
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.

Position Details:
  • Title: Tax Senior Associate
  • Classification: Full-time; Exempt
  • Department: Tax
  • Location: Austin
  • Office Expectations/Hours: On site position; general work schedule is Monday - Friday, 8 hours/day between 8am to 5pm with overtime, as needed.

What You Will Do
  • 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

What You Need to 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

#LI-ONSITE

#LI-CB1

About Whitley Penn

Whitley Penn is a full-service accounting firm headquartered in Dallas, Texas. The company was founded in 1983 and has since grown to include over 600 employees across multiple offices in Texas and Oklahoma. Whitley Penn provides a wide range of services, including audit and assurance, tax planning and preparation, business consulting, and wealth management. The company serves clients in a variety of industries, including healthcare, real estate, and energy. Whitley Penn is committed to providing exceptional service and building long-term relationships with its clients.
Learn more about Whitley Penn
Size
600 employees
Industry
Legal & Accounting
Net Income
$10 million
Founded
1983
5 Year Trend
+10%
Revenue
$100 million
* Ladders Estimates

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