Tax Associate

Whitley Penn, a leading CPA and Consulting firm, is looking for a Tax Associate to join our team. The Tax Associate is expected to demonstrate a basic knowledge of the Internal Revenue Code, and other official tax laws, regulations and guidance, with the ability to appropriately apply them to a variety of diversified assignments and tasks, under the supervision of various professionals. Assignments may include, but are not limited to, preparation of tax returns, quarterly estimates, extensions, and year-end projections for corporations, partnerships, individuals and trusts.  Performance is evaluated based on the quality of work, application of accounting knowledge, and ability to meet specified time constraints and deadlines.

JOB DETAILS:

• Classification: Full-time; Exempt
• Location: San Antonio
• Office Expectations/Hours: In-office position; general work schedule is Monday – Friday, 8 hours/day between 8am to 5pm with overtime, as needed.

How We Work 

Whitley Penn has become one of the 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 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.

How Will You Make an Impact? 

• Participate on client engagements where you will develop an understanding of the entire tax preparation process and gain real-world accounting and business knowledge
• Prepare 1065, 1040, 1120, and 1120S tax returns, quarterly estimates, extensions and year-end projections
• Research and propose solutions to tax questions
• Learn to communicate and proactively work with clients to build trust-based relationships and gather information needed to conduct assignments in an organized and efficient way
• Learn how engagement budgets connect to firm financial results and how to manage your personal billable hours to engagement budgets
• Develop knowledge of the firm, including its professional capabilities
• Participate in community organizations/events through volunteer and networking opportunities
• Participate in professional development and training sessions throughout the year
• Participate in the firm’s annual performance management and goal setting process

How Will You Get Here? 

• 0-2 years of experience in public accounting
• Bachelor’s degree in accounting; Master’s degree preferred
• Active CPA license or CPA eligibility
• Basic knowledge of Generally Accepted Accounting Principles, the Internal Revenue Code and other official tax laws, regulations and guidance
• A positive attitude, eagerness to learn and acquire new skills and knowledge
• A professional appearance and demeanor
• Strong detail orientation
• A strong work ethic, strong time management skills and the ability to meet deadlines in a fast-paced environment; responsible and self-motivated
• Organizational skills and ability to multi-task
• Strong communication skills, both orally and in writing
• 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 

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: https://www.dropbox.com/s/olsr5xgsgxsntu3/E-Verify%20Notices.pdf?dl=0.  All employment is decided on the basis of qualifications, merit, and business need.