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 in Texas and other key states
Strong communication skills for diverse interactions
Proven leadership and mentoring abilities
Responsibilities
Provide state & local income/franchise tax consulting and compliance services
Advise clients on state income/franchise tax sourcing and nexus issues
Review and prepare state income tax returns
Manage client relationships and engagement workflows
Oversee deadlines and budgets, updating Partners on status
Develop technical expertise and ensure compliance with tax laws
Deliver exceptional client service and identify business opportunities
Supervise and mentor associates and interns
Participate in business proposals and networking opportunities
Benefits
Firm Paid Medical Insurance with free employee-only coverage on select plans
Voluntary Dental and Vision Insurance
17 Annual Firm holidays with extended breaks
25 days PTO
Paid Maternity and Parental Leave
401(k) with Profit Sharing
Discretionary Bonus Program
Health & Wellness Program
Pet Insurance
Full Job Description
The State & Local Tax Manager is responsible for the efficient, accurate, complete, and timely preparation of all client assignments. The Tax Manager is responsible for the efficient, accurate, complete, and timely preparation of client deliverables, managing multiple projects, simultaneously, developing and training associates, and making associations to develop new business for the firm. State and local income/franchise tax experience, advanced technical skills, and CPA certification are required for this position.
Position Details:
Title: State & Local Tax Manager
Classification: Full-time; Exempt
Department: Tax
Location: Dallas, Plano, Austin, or Houston
Office Expectations/Hours: Fully in-office position; general work schedule is Monday - Friday, 8 hours/day between 8am to 5pm with overtime, as needed.
What You Will Do
Provide state & local income/franchise tax consulting and compliance services to a diverse client base operating in numerous states. Typical consulting projects include managing state voluntary disclosure agreements (VDAs), state tax due diligence and state income/franchise tax audits.
Advise clients on a variety of issues, including state income/franchise tax sourcing, state income/franchise tax 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, simultaneously
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 maintaining an understanding client operations and business objectives; apply this knowledge to serve clients in a consultative way and to 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
What You Need to Get Here
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; 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
Why Whitley Penn
Our total rewards are incredibly competitive. We work hard and recharge so that we can be our best selves for our clients. Explore some of our benefits below:
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
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About Whitley Penn
Whitley Penn is a full-service accounting firm headquartered in Dallas, Texas. The company was founded in 1983 and has since grown to include over 600 employees across multiple offices in Texas and Oklahoma. Whitley Penn provides a wide range of services, including audit and assurance, tax planning and preparation, business consulting, and wealth management. The company serves clients in a variety of industries, including healthcare, real estate, and energy. Whitley Penn is committed to providing exceptional service and building long-term relationships with its clients.
