Whitley Penn · 1 day ago
Tax Associate
San Antonio, TX
Full-time
Onsite
New Grad, Entry Level
0+ years expWhitley Penn is a leading CPA and Consulting firm seeking a Tax Associate to join their team. The role involves preparing tax returns, estimates, and projections while applying knowledge of tax laws under supervision. The Tax Associate will also develop client relationships and participate in professional development opportunities.
AccountingProfessional Services
Responsibilities
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 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
Qualification
Required
0-2 years of experience in public accounting
Bachelor's in Accounting or Masters preferred
CPA or CPA eligible
A professional appearance and demeanor
Basic knowledge of the Internal Revenue Code and other official tax laws, regulations, and guidance
A positive attitude, eagerness to learn and acquire new skills and knowledge
Strong communication skills, both orally and in writing
A strong work ethic, detail oriented, 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
Ability to work respectfully and productively with diverse individuals in a variety of roles
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 breaks around July 4th and year end
20 days PTO for Salaried Employees
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
2026-01-03
2025-12-01
PR Newswire
2025-11-11
Company data provided by crunchbase