Senior Tax Manager — Lead Client Engagements & Growth (Hybrid)

Whitley Penn; Fort Worth (TX); Hybrid; USD 140,000 - 190,000; Full time

Benefits offered by this job

Medical Insurance

Dental and Vision Insurance

Paid holidays

PTO 25 days

Maternity and Parental Leave

401(k) with Profit Sharing

Discretionary Bonus Program

Health & Wellness Program

Pet Insurance

Job summary

Whitley Penn in Texas is seeking a Senior Tax Manager to serve as the liaison between the partner, client, and professional staff. You will assume responsibility for multiple tax returns and client engagements, manage client relationships and expectations, and coordinate engagement workflows to optimize profitability.

This role requires CPA licensure, 7+ years in public accounting, and deep knowledge of the Internal Revenue Code.

Qualifications

• 7+ years of experience in public accounting with progression in tax return complexity.
• Active CPA license.
• Bachelor’s degree in accounting; Master’s degree preferred.
• Extensive knowledge of the Internal Revenue Code and tax laws.
• Strong communication, problem solving and risk assessment skills.
• Ability to lead diverse teams and manage client relationships.

Responsibilities

• Serve as liaison between the partner, the client, and the professional staff.
• Assume full responsibility for multiple tax returns and engagements; manage relationships and expectations.
• Review and prepare 1065, 1040, 1120, and 1120S tax returns, estimates, extensions, and projections.
• Develop client service plans in collaboration with the team.
• Manage high risk situations with QC involvement as applicable.
• Identify and research technical issues to ensure compliance with tax laws.
• Delegate and manage governmental tax examinations; may represent clients before authorities.
• Maintain client contact throughout the year and own end-to-end relationships.
• Monitor engagement economics and respond to issues or discrepancies.
• Provide consultative services and identify value-added opportunities; engage with key client management.
• Participate in practice development with proposals and new service opportunities.
• Support performance improvement and development for direct reports.

Skills

Excellent communication

Leadership

Client relationship management

Tax expertise

Risk analysis

Education

Bachelor’s degree in accounting

Master’s degree preferred

Active CPA license

Job description

Whitley Penn in Texas is seeking a Senior Tax Manager to serve as the liaison between the partner, client, and professional staff. You will assume responsibility for multiple tax returns and client engagements, manage client relationships and expectations, and coordinate engagement workflows to optimize profitability.

This role requires CPA licensure, 7+ years in public accounting, and deep knowledge of the Internal Revenue Code.