Whitley Penn

Tax Manager

Whitley Penn • $100K — $130K *
Austin, TX 78745In-Person
Legal & Accounting
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 5+ years of Public Accounting experience
  • Active CPA license
  • Bachelor's degree in Accounting; Master's degree preferred
  • Extensive knowledge of tax laws and regulations
  • Strong organizational and time management skills
  • Excellent communication skills, both orally and in writing
  • Ability to lead and work collaboratively with diverse teams

Responsibilities

  • Supervise associates and manage client satisfaction throughout engagements
  • Review and prepare 1065, 1040, 1120, and 1120S tax returns
  • Perform technical reviews and approvals of tax returns and government examinations
  • Identify and research compliance issues with tax laws and regulations
  • Ensure deliverables meet professional and firm standards
  • Delegate and manage governmental tax examinations
  • Engage with clients to deliver exceptional service and identify value-added opportunities

Benefits

  • Firm Paid Medical Insurance
  • 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 Tax Manager is responsible for the efficient, accurate, complete, and timely preparation of all client assignments. Advanced technical skills and well-developed management and supervisory skills are required. Managers are responsible for managing multiple tax projects and client engagements simultaneously, and scheduling, staffing, and coordinating engagement workflow. Managers develop, train associates and make associations to develop new business for the firm.

Position Details:
  • Title: Tax Manager
  • Classification: Full-time; Exempt
  • Department: Tax
  • Location: Austin
  • Office Expectations/Hours: On-site; general work schedule is Monday - Friday, 8 hours/day between 8am to 5pm with overtime, as needed.

What You Will Do
  • 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 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.

What You Need to Get Here?
  • 5+ years of Public Accounting experience
  • Active CPA license
  • Bachelor's degree in Accounting; Master's degree preferred
  • 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.

Why Whitley Penn
  • 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

#LI-ONSITE

#LI-CB1

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.
Learn more about Whitley Penn
Size
600 employees
Industry
Legal & Accounting
Net Income
$10 million
Founded
1983
5 Year Trend
+10%
Revenue
$100 million
* Ladders Estimates

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