Tax Senior Manager

Whitley Penn, one of the nation’s leading audit, tax, and advisory firms, is looking for a Senior Tax Manager to join a collaborative team with an open-door policy, entrepreneurial thinking, and a well-built culture. The firm provides exceptional, personalized service across Audit, Tax, Advisory, and Consulting solutions.

About the role

The Senior Tax Manager serves as the liaison between partners, clients, and professional staff, managing multiple client engagements simultaneously. Responsibilities include overseeing client relationships, identifying revenue opportunities, monitoring engagement economics, and coordinating workflow. The role also involves guiding and motivating team development and growth.

Responsibilities

• Serve as a liaison between the partner, the client, and the professional staff.
• Assume full responsibility for multiple tax returns and client engagements; manage client relationships and expectations, monitor engagement economics, and coordinate engagement workflow.
• Review and/or prepare 1065, 1040, 1120, and 1120S tax returns, quarterly estimates, extensions, and year-end projections.
• Develop comprehensive client service plans (meetings, dates, assignments, etc.) for engagements in collaboration with the team.
• Manage high-risk (firm and engagement) situations with Quality Control (QC) involvement, as applicable.
• Identify and research technical issues to assure compliance with federal, state, and local tax laws and regulations.
• Delegate and manage governmental tax examinations; may represent the client before taxing authorities.
• Maintain contact with clients throughout the year; possess a thorough knowledge of the client and all facets of their business; own the end-to-end relationship.
• Monitor engagement economics by reviewing and analyzing reports and data; respond actively to issues or discrepancies.
• 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 resolve problems and recommend business and process improvements.
• Participate in the firm’s practice development efforts by designing and leading customized presentations and proposals, creating innovative approaches for new/non-traditional clients, and identifying additional services and revenue streams with current clients.
• Ensure and provide evidence that direct reports/coaches are actively engaged in performance improvement/development activities specific to their needs.
• Communicate clear performance goals, priorities, and required competencies to others.
• Use coaching and managerial skills to enhance the development and growth of others.
• Develop responsible, trained staff by assisting in retention, developing training materials, and acting as an instructor in professional development programs.
• Participate in technical and professional training throughout the year.
• Participate in the firm’s annual performance management and goal-setting process.

Requirements

• 7+ years of experience in public accounting, demonstrating a progression in tax return complexity, scope, and research.
• Active CPA license.
• Bachelor’s degree in accounting; Master’s degree preferred.
• Extensive knowledge of the Internal Revenue Code and other tax laws, regulations, and guidance.
• Professional appearance, demeanor, and positive attitude.
• Ability to apply theory and experience to individual circumstances.
• Ability to analyze problems and recommend solutions.
• 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.

Schedule

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