Bachelor's degree in Accounting; Master's degree preferred
Extensive knowledge of Internal Revenue Code and tax laws
Strong organizational and time management skills
Excellent communication skills, both orally and in writing
Ability to lead and work respectfully with diverse individuals
Responsibilities
Supervise associates and manage client satisfaction throughout engagements
Review and prepare various tax returns including 1065, 1040, 1120, and 1120S
Perform technical tax review and approval of complex tax returns
Identify and research technical tax issues for compliance
Ensure deliverables meet professional and firm standards
Manage governmental tax examinations and represent clients as needed
Provide consultative services to clients, focusing on exceptional service and process improvements
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
25 days PTO
Paid Maternity and Parental Leave
401(k) with Profit Sharing
Discretionary Bonus Program
Health & Wellness Program
Pet Insurance
Full Job Description
Tax Manager
Position Details:
Title: Tax Manager
Classification: Full-time; Exempt
Department: Tax
Office Expectations/Hours: Hybrid; 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
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.
