Whitley Penn · 15 hours ago
Tax Senior Associate
Houston, TX
Full-time
Onsite
Mid, Senior Level
2+ years expWhitley Penn is a leading CPA and Consulting firm seeking a Senior Tax Associate to join their Houston team. The role involves leading tax engagements, preparing and reviewing tax documents, and recommending tax strategies while ensuring compliance with professional standards.
AccountingProfessional Services
Responsibilities
Lead tax engagements, including planning and exciting 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
Qualification
Required
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
Preferred
Master's degree
Benefits
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
Company
Whitley Penn
Whitley Penn is a Texas-based full service public accounting firm.
501-1000 employees
H1B Sponsorship
Whitley Penn has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (3)
2022 (2)
2021 (3)
Funding
Current Stage
Late StageLeadership Team
Nathen McEown
Chief Executive Officer
M
Mark Topel
Tax Partner
Recent News
2025-12-01
PR Newswire
2025-11-11
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