Tax Manager – Partnerships & Private Equity Lead

Whitley Penn; Houston (TX); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical Insurance

Dental & Vision Insurance

Holidays

PTO

Maternity Leave

401(k) with Profit Sharing

Discretionary Bonus Program

Wellness Program

Pet Insurance

Job summary

Whitley Penn, one of the nation’s leading audit, tax, and advisory firms, is seeking a Tax Manager with a strong background in Partnerships & Private Equity taxation to join our team in Houston.

The Tax Manager will oversee engagements, supervise associates, and manage multiple client projects, ensuring timely and accurate tax returns and compliance. Active CPA license and extensive knowledge of tax laws are required to drive client success and firm growth.

Qualifications

• 5+ years of Public Accounting experience.
• Strong background in partnerships and private equity taxation at both the portfolio company and fund level.
• Active CPA license.
• Bachelor's degree in Accounting; Master's degree preferred.
• A professional appearance, demeanor, and positive attitude.

Responsibilities

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

Partnerships & Private Equity taxation

CPA license

Communication skills

Time management

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 seeking a Tax Manager with a strong background in Partnerships & Private Equity taxation to join our team in Houston.

The Tax Manager will oversee engagements, supervise associates, and manage multiple client projects, ensuring timely and accurate tax returns and compliance. Active CPA license and extensive knowledge of tax laws are required to drive client success and firm growth.