Tax Senior Associate

TX Midland, 550 W Texas Ste 1000, Midland, TX 79701, USA

Whitley Penn, a leading CPA and consulting firm, is looking for a Tax Senior Associate to join our team. The Tax Senior Associate will lead tax engagements, prepare and review tax documents, and recommend tax strategies by researching and interpreting tax laws. Seniors are responsible for planning and executing engagements and special assignments, supervising and training associates, reviewing the work of associates, and communicating with clients.

Seniors must comply with all professional and regulatory standards.

• Title:
  
  Tax Senior Associate
• Classification:
  Full-time;
  Exempt
• Department:
  Tax
• Location:
  
  Midland
• 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 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 and/or prepare Form 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 client relationships and proactively work with client 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 review of staff prepared work papers and evaluating performances.
• Gain a comprehensive understanding of the tax process and the Internal Revenue Code.
• Assist with business proposals, networking, and recruiting opportunities.
• Demonstrate dedication, a positive attitude, self-motivation, teamwork, initiative, and a willingness to learn.
• Participate in technical and professional training throughout the year.

• At least 2 years of experience in public accounting, demonstrating a proven progression in tax return complexity, scope, and research.
• Bachelor’s degree in accounting;
  Master’s degree preferred.
• 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.
• Professional appearance and demeanor.
• Comprehensive understanding of the tax preparation process.
• Strong organizational and time management skills; ability to plan and execute multiple engagements and projects simultaneously.
• Excellent communication skills, both orally and in writing; active listening and clear communication of ideas and information.
• Strong relationship building capabilities; ability to work respectfully and productively with diverse individuals in a variety of roles.

• 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 review the disclosure notifications here:  All employment is decided on the basis of qualifications, merit, and business need.