Tax Manager

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.

Whitley Penn offers a range of services including Audit, Tax, Advisory, and Consulting. We value collaboration, entrepreneurial thinking, and a culture of innovation. We’re looking for professionals who think like owners and want to help shape a high‑growth firm.

• Title: Tax Senior Manager
• Classification: Full‑time; Exempt
• Department: Tax
• Office Expectations/Hours: Hybrid; Monday – Friday, 8 hours/day 8 am to 5 pm 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

Whitley Penn is proud to be an equal‑opportunity workplace. We recruit, employ, train, compensate, and promote without regard to age, race, creed, gender, color, religion, national origin, sexual orientation, gender identity, veteran status, disability or any other basis protected by applicable federal, state, or local law. Whitley Penn is a participant in E‑Verify; please follow the link to review disclosure notifications: All employment is decided on the basis of qualifications, merit, and business need.

#LI-ONSITE

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.