State & Local Tax Manager

Whitley Penn; Austin (TX); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical Insurance

Dental & Vision Insurance

PTO 25 days

Maternity/Parental Leave

401(k) with Profit Sharing

Bonus Program

Wellness Program

Pet Insurance

Job summary

Whitley Penn, a leading audit, tax and advisory firm, seeks a State & Local Tax Manager in Austin, TX. This in-office role involves managing multiple S&L tax engagements, delivering compliant tax filings, and advising clients on nexus and sourcing.

You will supervise staff, develop associates, and contribute to business development while upholding high service standards. Requirements include a CPA license, a Bachelor’s in Accounting (Master’s preferred), and 5–7 years of S&L tax experience.

Qualifications

• Degree in accounting or related field with CPA license.
• Experience in state & local income/franchise tax compliance and consulting.
• Strong communication and leadership abilities.

Responsibilities

• Provide state & local income/franchise tax consulting and compliance services to diverse clients across multiple states.
• Advise on sourcing, nexus, and accounting for state taxes.
• Review and/or prepare state income tax returns.
• Manage multiple engagements, budgets, and staffing with Partners updates.
• Develop technical expertise and research state tax issues for compliance.
• Mentor associates and interns; contribute to business development and proposals.
• Lead client relationships and identify opportunities for additional services.

Skills

State & Local Tax

Client relationships

Leadership

Mentoring

Communication skills

Education

Bachelor’s degree in Accounting

Master’s degree preferred

CPA License

Job description

Whitley Penn, one of the nation’s leading audit, tax, and advisory firms, is looking for a State & Local Tax Manager to join our team!

The State & Local Tax Manager is responsible for the efficient, accurate, complete, and timely preparation of all client assignments. The Tax Manager is responsible for the efficient, accurate, complete, and timely preparation of client deliverables, managing multiple projects, simultaneously, developing and training associates, and making associations to develop new business for the firm. State and local income/franchise tax experience, advanced technical skills, and CPA certification are required for this position.

Whitley Penn has become one of the fastest growing public accounting firms by providing exceptional, personalized service that reaches far beyond traditional accounting. In addition to Audit and Tax solutions, we offer a wide range of Advisory and Consulting services. We work in collaborative teams with an emphasis on an open-door policy, entrepreneurial thinking, and a well-built culture. At Whitley Penn, we learn, innovate, and achieve by sharing knowledge, embracing new ideas, and working together. We’re looking for professionals who think like owners and want to be part of shaping a high-growth firm.

Position Details

• Title: State & Local Tax Manager
• Classification: Full-time; Exempt
• Department: Tax
• Location: Austin, TX (open to any Whitley Penn office location)
• Office Expectations/Hours: In-office position; general work schedule is Monday – Friday, 8 hours/day between 8am to 5pm with overtime, as needed.

What You Will Do

• Provide state & local income/franchise tax consulting and compliance services to a diverse client base operating in numerous states. Typical consulting projects include managing state voluntary disclosure agreements (VDAs), state tax due diligence and state income/franchise tax audits.
• Advise clients on a variety of issues, including state income/franchise tax sourcing, state income/franchise tax nexus and accounting for state income taxes
• Review and/or prepare state income tax returns
• Develop, maintain, and manage client relationships and expectations, monitor engagement economics, and coordinate staffing and workflow on multiple engagements, simultaneously
• Manage deadlines and engagement budgets; keep Partners updated on engagement status
• Continuously develop technical expertise; identify and research technical issues to assure compliance with state and local tax laws and regulations
• Provide exceptional client service by maintaining an understanding client operations and business objectives; apply this knowledge to serve clients in a consultative way and to identify additional potential business opportunities
• Supervise and teach associates and interns, including delegation of assignments, detailed review of work, and evaluating performance
• Use coaching and managerial skills to enhance the development and growth of others
• Actively participate in business proposals, networking and recruiting opportunities

What You Need To Get Here

• Bachelor’s degree in Accounting; Master’s degree preferred
• Active CPA License
• 5-7 years of state & local income/franchise tax compliance and consulting experience
• Corporate & partnership state & local income/franchise tax experience
• Advanced technical knowledge of state income/franchise tax law, regulations and other guidance in Texas and other key states
• Strong communication skills; ability to interact with a broad range of individuals
• Strong professional presence and leadership skills; ability to mentor and develop staff
• Experience building and maintaining excellent client relationships, identifying value added services, and expanding books of business

Benefits

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: https://www.dropbox.com/s/olsr5xgsgxsntu3/E-Verify%20Notices.pdf?dl=0. All employment is decided on the basis of qualifications, merit, and business need.