Tax Manager | CPA, Lead Engagements & Growth

Whitley Penn; Fort Worth (TX); On-site; USD 90,000 - 130,000; 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, one of the nation’s leading audit, tax, and advisory firms, is looking for a Tax Manager to join our Fort Worth team. The role demands advanced technical skills and proven management capabilities to run multiple client engagements efficiently.

You will supervise associates, review complex returns (1065, 1040, 1120, 1120S), mentor staff, and help develop new business. A CPA license is required, and a Bachelor's in Accounting with a Master's preferred.

Qualifications

• 5+ years of public accounting experience.
• Active CPA license.
• Bachelor's degree in Accounting; Master's degree preferred.
• Strong communication and leadership abilities.
• Ability to manage multiple engagements and projects.

Responsibilities

• 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.

Skills

Public accounting experience

CPA license

Communication skills

Leadership

Time management

Client service

Staff development

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 Tax Manager to join our Fort Worth team. The role demands advanced technical skills and proven management capabilities to run multiple client engagements efficiently.

You will supervise associates, review complex returns (1065, 1040, 1120, 1120S), mentor staff, and help develop new business. A CPA license is required, and a Bachelor's in Accounting with a Master's preferred.