Full-time Senior Tax Preparer

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.

Title: Tax Senior Associate

Classification: Full-time; Department: Tax

Office Expectations/Hours: On site position; general work schedule is Monday - Friday, 8 hours/day between 8am to 5pm with overtime, as needed.

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. 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

Participate in technical and professional training throughout the year

2+ years of experience in public accounting, demonstrating a proven progression in tax return complexity, scope and research

• Bachelor's degree in accounting; 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 comprehensive understanding of the tax preparation process
• ability to plan and execute multiple engagements and projects, simultaneously
• Excellent communication skills, both orally and in writing; Strong relationship building capabilities; 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
• Discretionary Bonus Program
• 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. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities