Tax Manager

Whitley Penn; Odessa (TX); Hybrid; USD 110,000 - 150,000; Full time

Benefits offered by this job

Health Insurance (Firm Paid)

Dental and Vision Insurance

17 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 Odessa seeks a Tax Manager to lead and oversee tax engagements for diverse clients. You will supervise associates, manage engagements, and ensure timely, accurate returns while maintaining client satisfaction.

The role requires an active CPA, 5+ years in public accounting, strong knowledge of federal and state tax laws, and the ability to develop staff and grow the firm’s tax practice through proactive advisory work.

Qualifications

• 5+ years of Public Accounting experience.
• Active CPA license.
• Bachelor's degree in Accounting; Master's degree preferred.
• Professional appearance and demeanor.
• Extensive knowledge of Internal Revenue Code and tax regulations; strong research ability.

Responsibilities

• Assume responsibility for all phases of engagements, including supervision of associates and planning and staffing.
• Review/prepare 1065, 1040, 1120, and 1120S tax returns, estimates, extensions and year-end projections.
• Review/prepare complex tax returns and perform technical tax review and approval.
• Research tax issues to ensure compliance with federal, state and local laws.
• Ensure deliverables meet professional standards and client expectations.
• Delegate and manage examinations; may represent clients before authorities.
• Provide consultative client service and identify value-added advisory opportunities.
• Manage client relationships and communicate progress and resolutions to clients.

Skills

Public Accounting Experience

CPA License

Client Service Leadership

Communication Skills

Staff Development

Education

Bachelor's degree in Accounting

Master's degree preferred

Job description

Whitley Penn, a leading CPA and Consulting firm, is looking for a Tax Manager to join our team. The Tax Manager is responsible for the efficient, accurate, complete, and timely preparation of all client assignments. Advanced technical skills and well-developed management and supervisory skills are required. Managers are responsible for managing multiple tax projects and client engagements simultaneously, and scheduling, staffing, and coordinating engagement workflow. Managers develop, train associates and make associations to develop new business for the firm.

Job Details

• Title: Tax Manager
• Classification: Full-time; Exempt
• Department: Tax
• Location: Odessa
• Office Expectations/Hours: Hybrid; general work schedule is Monday - Friday, 8 hours/day between 8am to 5pm with overtime, as needed.

How We Work

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. We are all part of the same family and each person matters. We are more than just a job.

How Will You Make an Impact?

• Assume responsibility for all phases of engagements, including supervision of associates, managing client satisfaction and planning, scheduling and staffing, using firm policies and procedures.
• Review and/or prepare 1065, 1040, 1120, and 1120S tax returns, quarterly estimates, extensions and year-end projections.
• Review and/or prepare various types of complex tax returns; perform technical tax review and approval of all tax returns and governmental tax examinations of any complexity.
• Identify and research technical issues to assure compliance with federal, state and local tax laws and regulations.
• Ensure that financial statements, tax returns and other deliverables are prepared in accordance with professional and firm standards.
• Delegate and manage governmental tax examinations; may represent the client before the appropriate taxing authorities.
• Serve clients in a consultative role with an emphasis on exceptional client service and identification of value-added services; proactively interact with key client management to gather information, resolve problems and make recommendations for business and process improvements.
• Own and monitor client relationship over the entire engagement process; communicate progress of engagements, problems, and resolutions to client.

How Will You Get Here?

• 5+ years of Public Accounting experience
• Active CPA license
• Bachelor's degree in Accounting; Master's degree preferred
• A professional appearance, demeanor, and positive attitude.
• Extensive knowledge of Internal Revenue Code and other tax laws, regulations, and guidance with the ability to research and apply theory and experience to individual circumstances.
• Strong organizational and time management skills; ability to manage multiple engagements and projects, simultaneously.
• Ability to assess, analyze and manage risk using appropriate frameworks, professional judgment, and skepticism.
• Excellent communication skills, both orally and in writing; actively listens and clearly communicates ideas and information.
• Ability to lead and work respectfully and productively with diverse individuals in a variety of roles.

Why Should You Apply?

• 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

Why Should You Apply?

• 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.