Whitley Penn

Tax Senior Manager

Whitley Penn • $100K — $130K *
Fort Worth, TX 76137In-Person
Legal & Accounting
5 - 7 years of experience
3 weeks ago
Job Overview by Ladders

Qualifications

  • 7+ years of public accounting experience with progressive responsibilities in tax returns
  • Active CPA license is required
  • Bachelor's degree in accounting; Master's degree preferred
  • In-depth knowledge of the Internal Revenue Code and tax laws
  • Strong analytical and problem-solving skills
  • Excellent verbal and written communication abilities
  • Proven leadership abilities with a focus on staff development

Responsibilities

  • Serve as primary liaison among partners, clients, and staff
  • Manage multiple tax returns and client engagements concurrently
  • Review and prepare various tax returns and projections
  • Develop comprehensive client service plans in collaboration with team
  • Monitor engagement economics and proactively address issues
  • Identify technical issues for compliance with tax laws
  • Represent clients in governmental tax examinations

Benefits

  • Firm Paid Medical Insurance with free employee-only coverage options
  • Voluntary Dental and Vision Insurance available
  • 17 annual firm holidays with extended breaks in July and December
  • 25 days of Paid Time Off (PTO) annually
  • Paid Maternity and Parental Leave offered
  • 401(k) plan with profit-sharing features
  • Discretionary bonus program for eligible employees
  • Health and Wellness program available
  • Pet Insurance as an additional benefit
Full Job Description
The Senior Manager is the liaison between the partner, the client, and the professional staff. Senior Managers are responsible for multiple client engagements simultaneously. Senior Managers are responsible for managing client relationships and expectations, identifying, and creating revenue generating opportunities for the Firm, monitoring engagement economics, and coordinating engagement workflow. Senior Managers are responsible for guiding and providing support and motivation for the development and growth of others.

JOB DETAILS:
  • Title: Tax Senior Manager
  • Classification: Full-time; Exempt
  • Department: Tax
  • Location: Fort Worth
  • Office Expectations/Hours: Hybrid; general work schedule is Monday - Friday, 8 hours/day between 8am to 5pm with overtime, as needed.

How Will You Make an Impact?
  • Serve as a liaison between the partner, the client, and the professional staff.
  • Assume full responsibility for multiple tax returns and client engagements, simultaneously; 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 team.
  • Manage high risk (firm and engagement) situations with 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 the appropriate taxing authorities.
  • Maintain contact with clients throughout the year; possess a thorough knowledge of the client and all facets of client's 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 gather information, resolve problems, and make recommendations for business and process improvements.
  • Participate in the firm's practice development efforts by designing and leading customized presentations and proposals to the stated needs and expectations of the clients and their organizations, creating innovative approaches with new/non-traditional clients and identifying additional services and revenue streams with current clients.
  • Ensure and provide evidence that all 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.
  • Work to develop responsible trained staff by assisting in retention, developing training material 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.

How Will You Get Here?
  • 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.
  • A 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.

Why Should You Apply?
  • 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.
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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