State & Local Tax Manager

Whitley Penn; Houston (TX); On-site; USD 85,000 - 115,000; Full time

Benefits offered by this job

Firm Paid Medical Insurance

Voluntary Dental and Vision Insurance

401(k) with Profit Sharing

Discretionary Bonus Program

25 days PTO

Job summary

Whitley Penn, based in Houston, Texas, is seeking a State & Local Tax Manager to provide consulting and compliance services. The ideal candidate will have a minimum of 5-7 years of relevant experience and an active CPA license. Responsibilities include managing client relationships, supervising team members, and overseeing state income tax returns. Benefits include paid medical insurance, PTO, and a discretionary bonus program. Join a dynamic firm recognized for exceptional service and collaboration.

Qualifications

• A minimum of 5-7 years of state & local income/franchise tax compliance and consulting experience.
• Active CPA License is required.
• Advanced technical knowledge of state income/franchise tax law, regulations, and guidance.

Responsibilities

• Provide state & local income/franchise tax consulting and compliance services.
• Review and/or prepare state income tax returns.
• Supervise and teach associates and interns.

Skills

State & local income/franchise tax experience

Advanced technical skills

Strong communication skills

Leadership skills

Client relationship building

Education

Active CPA License

5-7 years of relevant experience

Job description

Whitley Penn, a leading CPA and Consulting firm, 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 most distinguished and fastest growing public accounting firms by providing exceptional service that reaches far beyond traditional accounting. We believe in working in collaborative teams with an emphasis on an open-door policy and encouraging entrepreneurial thinking. We learn, innovate, and succeed by sharing knowledge, embracing diversity, and working together.

Job Specifics

• Title: State & Local Tax Manager
• Classification: Full-time; Exempt
• Department: Tax
• 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 Will You 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 Do You Need to Get Here?

• Active CPA License.
• 5-7 years of state & local income/franchise tax compliance and consulting 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.

Why Should You Join Us?

• 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.

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Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.