Tax Senior Associate

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Whitley Penn, a leading CPA and Consulting firm, is looking for a Senior Tax Associate to join our 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 plan and execute engagements and special assignments, supervise and train associates, review associate work, communicate with clients, and ensure compliance with all professional and regulatory standards.

We believe in working in collaborative teams with an emphasis on an 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.

• Lead tax engagements, including planning and execution, managing client deadline expectations, completing returns, and managing budgets.
• Review quarterly estimates, extensions, returns, and year‑end projections.
• Develop and maintain a relationship with clients and proactively work with their 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 reviewing staff prepared work papers and evaluating performances.
• Gain a comprehensive understanding of tax processes and the 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.

• 2+ years of public accounting experience
• Bachelor’s degree in Accounting;
  Master’s degree is preferred
• CPA or a CPA candidate
• Strong leadership, management, networking, and mentoring skills
• Excellent written, oral communication and presentation skills

• 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 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.