Tax Manager

Whitley Penn; San Antonio (TX); Hybrid; USD 110,000 - 170,000; Full time

Benefits offered by this job

Firm Paid Medical Insurance

Voluntary Dental and Vision Insurance

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 Texas seeks a Tax Manager to oversee all phases of client engagements within the Tax Department. You will supervise associates, coordinate planning, scheduling, and staffing, and ensure timely, accurate tax returns and projections.

You will apply extensive knowledge of tax laws and communicate complex issues clearly to clients. The role requires 5+ years in public accounting, CPA license, and strong leadership and client-service skills, with a collaborative, team-oriented

Qualifications

• 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 the Internal Revenue Code and tax laws with ability to apply theory.
• Strong organizational and time management skills; ability to manage multiple engagements and projects.
• Excellent communication skills, both orally and in writing.
• Ability to lead and work respectfully with diverse individuals.

Responsibilities

• Assume responsibility for all phases of engagements, including supervision of associates, managing client satisfaction and planning, scheduling and staffing.
• 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.

Skills

Communication skills

Time management

Leadership

Public accounting experience

Education

Bachelor's degree in Accounting

CPA license

Master's degree preferred

Job description

Whitley Penn, one of the nation’s leading audit, tax, and advisory firms, 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.

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

What You Will Do

• 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.

What You Need To 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 Whitley Penn

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.