Tax Senior Associate

Tax Senior Associate – Whitley Penn, San Antonio, TX

San Antonio, TX | $-$

Whitley Penn, a leading CPA and consulting firm, is looking for a Senior Tax Associate to join our San Antonio 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. Responsibilities also include planning and executing engagements and special assignments, supervising and training associates, reviewing the work of associates, and communicating with clients.

The role demands compliance with all professional and regulatory standards.

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 work collaboratively in teams, emphasize 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 – we are more than just a job.

• Lead tax engagements, including planning and executing tax engagements, managing client deadline expectations, completing returns, and managing budgets.
• Review quarterly estimates, extensions, returns, and year‑end projections.
• Develop and maintain a client relationship and proactively work with client 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 performance.
• Gain a comprehensive understanding of the tax process and the Internal Revenue Code.
• Assist with business proposals, networking, and recruiting opportunities.
• Be highly dedicated with a positive attitude, self‑motivated, a team player who takes initiative and is willing to learn.

• 2+ years of public accounting experience.
• Bachelor’s degree in Accounting;
  Master’s degree is preferred.
• CPA or 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.

Referrals increase your chances of interviewing at Whitley Penn by 2×.

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.

• Seniority level:
  Mid‑Senior level
• Employment type:
  
  Full‑time
• Job function:
  Accounting / Auditing and Finance
• Industries:
  Accounting