7+ years of public accounting experience with increasing complexity in tax returns
Active CPA license required
Bachelor's degree in accounting; Master's degree preferred
Extensive knowledge of the Internal Revenue Code and tax regulations
Strong analytical and problem-solving skills
Excellent verbal and written communication abilities
Ability to lead diverse teams and manage client relationships effectively
Responsibilities
Serve as the primary liaison between partners, clients, and staff
Manage multiple tax returns and client engagements simultaneously
Review and prepare various tax returns and projections
Develop comprehensive client service plans in collaboration with the team
Identify and research technical tax issues for compliance
Delegate and manage governmental tax examinations
Monitor engagement economics and respond to discrepancies
Participate in practice development through customized presentations and proposals
Coach and develop staff through performance improvement activities
Engage in ongoing technical and professional training
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
Whitley Penn, one of the nation's leading audit, tax, and advisory firms, is looking for a Senior Tax Manager to join our team. 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.
Position Details:
Title: Tax Senior 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
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.
What You Need to 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 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.
