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 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.
Research and consult on various tax issues.
Respond to IRS and state tax authority inquiries.
Supervise, train and mentor Tax Staff and Interns, including the review of staff prepared workpapers and evaluate performances.
Gain a comprehensive understanding of tax process and 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.
Our Ideal Candidate Has:
2+ years of public accounting experience.
Bachelor’s degree in Accounting, Master’s degree is preferred.
CPA, or is a CPA Candidate.
Partnerships and S-Corps experience preferred.
Strong leadership, management, networking and mentoring skills.
Self-sufficient mindset with willingness to invest in self-study and personal/professional development.
Values alignment regarding cooperation, dedication, professionalism, and integrity.
Join us. Grow with us. Make your mark.
The primary mission of Whitley Penn – from its inception to today – has been to provide an unmatched level of high-quality service to our clients. To do that, we focus on hiring the best of the best. To attract the best of the best, we offer a variety of benefits and perks to reward our professionals for the top-of-the-line service they provide.