Tax Manager - Lead Tax Engagements & Client Value

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

Benefits offered by this job

Firm medical insurance

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, a leading public accounting firm, seeks a Tax Manager to oversee all phases of tax engagements and client deliverables in a hybrid schedule. The role emphasizes supervising associates, planning, and ensuring timely, accurate tax work with quality control and client service.

The ideal candidate brings 5+ years in public accounting, CPA, and strong knowledge of tax codes. This position offers ongoing professional development, collaboration, and opportunities for growth within the Tax

Qualifications

• 5+ years of Public Accounting experience.
• Active CPA license; Bachelor's degree in Accounting; Master's preferred.
• Professional appearance, demeanor, and positive attitude.
• Extensive knowledge of Internal Revenue Code and other tax laws, regulations, and guidance.
• 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.

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

Communication skills

Education

Bachelor's degree in Accounting

CPA license

Master's degree preferred

Job description

Whitley Penn, a leading public accounting firm, seeks a Tax Manager to oversee all phases of tax engagements and client deliverables in a hybrid schedule. The role emphasizes supervising associates, planning, and ensuring timely, accurate tax work with quality control and client service.

The ideal candidate brings 5+ years in public accounting, CPA, and strong knowledge of tax codes. This position offers ongoing professional development, collaboration, and opportunities for growth within the Tax