Tax Manager

Whitley Penn; Odessa (TX); Hybrid; USD 100,000 - 140,000; Full time

Benefits offered by this job

Medical Insurance

Dental & Vision Insurance

PTO 25 days

Maternity/Parental Leave

401(k) with Profit Sharing

Job summary

Whitley Penn, a leading CPA and Consulting firm, seeks a Tax Manager to join our Odessa team. You will oversee multiple client engagements, supervise associates, review complex returns, and ensure tax filings meet deadlines with accuracy and integrity.

We value advanced technical skills, strong leadership and the ability to develop staff while delivering exceptional client service and value-added tax planning across diverse industries.

Qualifications

• 5+ years of public accounting experience.
• Active CPA license required.
• Bachelor's degree in Accounting; Master's preferred.
• Strong organizational and communication skills.
• Proven ability to lead and supervise engagements.

Responsibilities

• Oversee all phases of engagements, supervise associates, manage client satisfaction and planning, scheduling and staffing.
• Review and/or prepare 1065, 1040, 1120, and 1120S tax returns, estimates, extensions and year-end projections.
• Review and/or prepare complex tax returns; perform tax review and approvals.
• Identify and research technical tax issues to ensure compliance with federal, state, and local tax laws.
• Ensure financial statements and tax returns are prepared to firm standards.
• Delegate and manage government tax examinations; may represent clients before tax authorities.
• Counsel clients with a consultative approach and identify value-added services.
• Maintain ongoing communication with clients about engagement progress, issues, and resolutions.

Skills

Public accounting experience

CPA license

Time management

Communication skills

Staff mentoring

Education

Bachelor's 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
• 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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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.