Tax Manager
Whitley Penn · Odessa, TX · 2 wk ago
HybridAccountingFull-time
Tax Manager
Responsibilities
- Assume responsibility for all phases of engagements, including supervision of associates, managing client satisfaction and planning, scheduling and staffing, using firm policies and procedures.
- Review and/or prepare 1065, 1040, 1040S, and 1120 tax returns, quarterly estimates, extensions and year-end projections.
- Review and/or prepare various types of complex tax returns; perform technical tax review and approval of all tax returns and governmental tax examinations of any complexity.
- Identify and research technical issues to assure compliance with federal, state and local tax laws and regulations.
- Ensure that financial statements, tax returns and other deliverables are prepared in accordance with professional and firm standards.
- Delegate and manage governmental tax examinations; may represent the client before the appropriate taxing authorities.
- Serve clients in a consultative role with an emphasis on exceptional client service and identification of value-added services; proactively interact with key client management to gather information, resolve problems and make recommendations for business and process improvements.
- Own and monitor client relationship over the entire engagement process; communicate progress of engagements, problems, and resolutions to client.
Requirements
- 5+ years of Public Accounting experience
- Active CPA license
- Bachelor's degree in Accounting; Master's degree preferred
Qualifications
- A professional appearance, demeanor, and positive attitude
- Extensive knowledge of Internal Revenue Code and other tax laws, regulations, and guidance with the ability to research and apply theory and experience to individual circumstances
- Strong organizational and time management skills; ability to manage multiple engagements and projects, simultaneously
- Ability to assess, analyze and manage risk using appropriate frameworks, professional judgment, and skepticism
- Excellent communication skills, both orally and in writing; actively listens and clearly communicates ideas and information
- Ability to lead and 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
- 25 days PTO
- Paid Maternity and Parental Leave
- 401(k) with Profit Sharing
- Discretionary Bonus Program
- Health & Wellness Program
- Pet Insurance
Pay
- Commensurate with experience
Schedule
- Hybrid
- General work schedule is Monday – Friday, 8 hours/day between 8am to 5pm with overtime, as needed