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 regions 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 clients 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.
How Will You Get Here
- 2 years of public accounting experience
- Bachelors degree in Accounting; Masters degree is preferred
- CPA or a CPA candidate
- Strong leadership management networking and mentoring skills
- Excellent written oral communication and presentation skills
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 summer and winter breaks
- 20 days PTO
- Paid Maternity and Parental Leave
- 401(k) with Profit Sharing
- Discretionary Bonus Program
- Firm Paid Becker CPA Review Course & Reimbursement for Exam Fees
- 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 on 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: All employment is decided on the basis of qualifications merit and business need.
#LI-HYBRID
Required Experience:
Senior IC
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 la...
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 regions 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 clients 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.
How Will You Get Here
- 2 years of public accounting experience
- Bachelors degree in Accounting; Masters degree is preferred
- CPA or a CPA candidate
- Strong leadership management networking and mentoring skills
- Excellent written oral communication and presentation skills
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 summer and winter breaks
- 20 days PTO
- Paid Maternity and Parental Leave
- 401(k) with Profit Sharing
- Discretionary Bonus Program
- Firm Paid Becker CPA Review Course & Reimbursement for Exam Fees
- 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 on 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: All employment is decided on the basis of qualifications merit and business need.
#LI-HYBRID
Required Experience:
Senior IC
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