State & Local Tax Manager

Whitley Penn, one of the nation’s leading audit, tax, and advisory firms, provides exceptional, personalized service that reaches far beyond traditional accounting. We offer a wide range of Advisory and Consulting services, working in collaborative teams with an emphasis on an open-door policy, entrepreneurial thinking, and a well-built culture.

About the role

The State & Local Tax Manager is responsible for the efficient, accurate, complete, and timely preparation of all client assignments, managing multiple projects simultaneously, developing and training associates, and contributing to new business development for the firm.

Responsibilities

• Provide state & local income/franchise tax consulting and compliance services to a diverse client base operating in numerous states
• Manage state voluntary disclosure agreements (VDAs), state tax due diligence, and state income/franchise tax audits
• Advise clients on state income/franchise tax sourcing, nexus, and accounting for state income taxes
• Review and/or prepare state income tax returns
• Develop, maintain, and manage client relationships and expectations; monitor engagement economics and coordinate staffing and workflow on multiple engagements
• Manage deadlines and engagement budgets; keep Partners updated on engagement status
• Continuously develop technical expertise; identify and research technical issues to assure compliance with state and local tax laws and regulations
• Provide exceptional client service by understanding client operations and business objectives; identify additional potential business opportunities
• Supervise and teach associates and interns, including delegation of assignments, detailed review of work, and evaluating performance
• Use coaching and managerial skills to enhance the development and growth of others
• Actively participate in business proposals, networking, and recruiting opportunities

Requirements

• Bachelor’s degree in Accounting; Master’s degree preferred
• Active CPA License
• 5-7 years of state & local income/franchise tax compliance and consulting experience
• Corporate & partnership state & local income/franchise tax experience
• Advanced technical knowledge of state income/franchise tax law, regulations, and other guidance in Texas and other key states
• Strong communication skills and ability to interact with a broad range of individuals
• Strong professional presence and leadership skills; ability to mentor and develop staff
• Experience building and maintaining excellent client relationships, identifying value-added services, and expanding books of business

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
• 25 days PTO
• Paid Maternity and Parental Leave
• 401(k) with Profit Sharing
• Discretionary Bonus Program
• Health & Wellness Program
• Pet Insurance

Schedule

Fully in-office position; general work schedule is Monday – Friday, 8 hours/day between 8am to 5pm with overtime as needed. Positions available in Dallas, Plano, Austin, or Houston.