Senior Tax Manager - Hybrid, Client Leader & Growth Driver

Whitley-Pen; Austin (TX); Hybrid; USD 130,000 - 180,000; Full time

Benefits offered by this job

Firm Paid Medical Insurance

Voluntary Dental and Vision Insurance

17 Annual Firm holidays

25 days PTO

Paid Maternity and Parental Leave

401(k) with Profit Sharing

Discretionary Bonus Program

Health & Wellness Program

Pet Insurance

Job summary

Whitley Penn in Austin, TX seeks a Senior Tax Manager to lead tax engagements, manage client relationships, and mentor staff. You will review returns (1065, 1040, 1120, 1120S), develop service plans, and drive revenue opportunities.

This hybrid role requires CPA, 7+ years in public accounting, and strong communication, risk management, and leadership skills. The firm offers a competitive benefits package and a professional, owner-minded culture.

Qualifications

• 7+ years of experience in public accounting with tax return complexity and research.
• Active CPA license.
• Bachelor's degree in accounting; Master’s degree preferred.
• Extensive knowledge of the Internal Revenue Code and tax laws.
• Strong communication and leadership skills.
• Ability to manage risk and provide client service.

Responsibilities

• Serve as liaison between the partner, the client, and the professional staff.
• Manage multiple tax returns and engagements; monitor client relationships and engagement economics.
• Review/prepare 1065, 1040, 1120, and 1120S tax returns, estimates, extensions, and year-end projections.
• Develop client service plans for engagements with the team.
• Lead high-risk situations with QC involvement as applicable.
• Research technical tax issues to ensure compliance with federal, state, and local laws.
• Coordinate with authorities and represent clients in examinations as needed.
• Maintain year-round client contact and end-to-end relationship ownership.
• Engage in practice development with proposals and innovative revenue opportunities.
• Provide coaching to ensure team development and performance.

Skills

Client relationship management

Tax planning & compliance

Communication

Leadership & mentorship

Problem solving

Coaching & staff development

Education

CPA license

Bachelor's degree in accounting

Master's degree preferred

Job description

Whitley Penn in Austin, TX seeks a Senior Tax Manager to lead tax engagements, manage client relationships, and mentor staff. You will review returns (1065, 1040, 1120, 1120S), develop service plans, and drive revenue opportunities.

This hybrid role requires CPA, 7+ years in public accounting, and strong communication, risk management, and leadership skills. The firm offers a competitive benefits package and a professional, owner-minded culture.