CPA Tax Manager: Lead Client Engagements

Whitley-Pen; Austin (TX); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical Insurance (employee)

Dental & Vision Insurance

Holidays

PTO

Parental Leave

Retirement Plan

Bonus Program

Wellness Program

Pet Insurance

Job summary

Whitley Penn is seeking a Tax Manager to lead tax engagements, supervise staff, and ensure timely and accurate returns for diverse clients. You will supervise associates, manage multiple engagements, and coordinate staffing while delivering top-tier client service.

Required are 5+ years in public accounting, CPA license, and a strong knowledge of the Internal Revenue Code. The role is hybrid with a focus on professional development and business advisory opportunities.

Qualifications

• 5+ years of Public Accounting experience.
• Active CPA license.
• Bachelor's degree in Accounting; Master's degree preferred.
• Professional appearance, demeanor, and positive attitude.
• Extensive knowledge of Internal Revenue Code and other tax laws.

Responsibilities

• 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.

Skills

Public accounting

CPA license

Communication skills

Leadership

Time management

Education

Bachelor's degree in Accounting

Master's degree preferred

Job description

Whitley Penn is seeking a Tax Manager to lead tax engagements, supervise staff, and ensure timely and accurate returns for diverse clients. You will supervise associates, manage multiple engagements, and coordinate staffing while delivering top-tier client service.

Required are 5+ years in public accounting, CPA license, and a strong knowledge of the Internal Revenue Code. The role is hybrid with a focus on professional development and business advisory opportunities.