Tax Manager

About the role

Whitley Penn, one of the nation’s leading audit, tax, and advisory firms, is seeking a Tax Manager to join our team. The Tax Manager is responsible for the efficient, accurate, complete, and timely preparation of all client assignments. Managers develop, train associates, and contribute to new business development for the firm. This role involves managing multiple tax projects and client engagements simultaneously, scheduling, staffing, and coordinating engagement workflow.

Whitley Penn provides exceptional, personalized service across Audit, Tax, Advisory, and Consulting services. We emphasize collaborative teamwork, an open-door policy, entrepreneurial thinking, and a strong culture of learning, innovation, and shared achievement.

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, 1120, and 1120S 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 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 relationships throughout the entire engagement process; communicate progress, problems, and resolutions to clients.

Requirements

• 5+ years of Public Accounting experience.
• Active CPA license.
• Bachelor's degree in Accounting; Master's degree preferred.
• 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.

Skills

• 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.
• Professional appearance, demeanor, and positive attitude.

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

Hybrid; general work schedule is Monday – Friday, 8 hours/day between 8am to 5pm with overtime as needed.