State & Local Tax Manager

Whitley Penn, one of the nation’s leading audit, tax, and advisory firms, is looking for a State & Local Tax Manager to join our collaborative, entrepreneurial team. We provide exceptional, personalized service across Audit, Tax, Advisory, and Consulting.

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.

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; monitor engagement economics, staffing, and workflow on multiple engagements
• Manage deadlines and engagement budgets; keep Partners updated on engagement status
• 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, teach, and evaluate associates and interns, including delegation of assignments and detailed review of work
• 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 guidance in Texas and other key states
• Strong communication skills and professional presence
• Leadership skills with ability to mentor and develop staff
• Experience building and maintaining excellent client relationships 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. Available in Dallas, Plano, Austin, or Houston.