State & Local Tax Manager

Whitley Penn; Austin (TX); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

Firm Paid Medical Insurance

Dental and Vision Insurance

PTO & Holidays

Parental Leave

401(k) with Profit Sharing

Discretionary Bonus Program

Health & Wellness Program

Pet Insurance

Job summary

Whitley Penn, a national audit, tax and advisory firm, is seeking a State & Local Tax Manager to lead S&L tax consulting and compliance for diverse clients across multiple states. The role emphasizes managing engagements, mentoring associates, and driving proactive client service in a fully in-office environment in Texas.

Ideal candidates have 5–7 years of S&L tax experience, CPA certification, and strong technical knowledge of Texas and other state tax laws, with superior communication and

Qualifications

• Bachelor’s degree in Accounting; Master’s degree preferred.
• Active CPA License required.
• 5-7 years of state & local income/franchise tax compliance and consulting experience.
• Corporate & partnership state & local tax experience.
• Advanced technical knowledge of state income/franchise tax law, regulations and guidance.

Responsibilities

• Provide state & local income/franchise tax consulting and compliance services to diverse clients across states.
• Advise on state income/franchise tax sourcing, nexus and accounting aspects.
• Review and prepare state income tax returns.
• Develop, manage and monitor client relationships, engagement economics, staffing and workflow.

Skills

State & Local Tax

CPA certification

Project management

Client relationship management

Leadership

Education

Bachelor’s degree in Accounting

Master’s degree preferred

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: Dallas, Plano, Austin or Houston
• Office Expectations/Hours: Fully 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.