Tax Senior Manager, Partnerships/Private Equity

Whitley Penn; Dallas (TX); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Firm Paid Medical Insurance

Dental and Vision Insurance

25 days PTO

Parental Leave

401(k) with Profit Sharing

Discretionary Bonus Program

Job summary

Whitley Penn is seeking a Tax Senior Manager with a strong background in partnerships and private equity taxation to join our team in Dallas, Plano, or Fort Worth, TX. The role includes managing multiple client engagements, guiding staff, and ensuring compliance with complex tax laws.

The ideal candidate will have 7+ years in public accounting, an active CPA license, and degrees in accounting (Master's preferred). Excellent communication and client-relations skills are essential for success.

Qualifications

• 7+ years of experience in public accounting, demonstrating a progression in tax return complexity, scope, and research.
• Strong background in partnerships and private equity taxation at both portfolio company and fund level.
• Active CPA license.
• Bachelor’s degree in accounting; Master’s degree preferred.
• Extensive knowledge of the Internal Revenue Code, and other tax laws, regulations, and guidance.
• Excellent communication skills, both orally and in writing; actively listens and clearly communicates ideas and information.

Responsibilities

• Serve as a liaison between the partner, the client, and the professional staff.
• Manage multiple tax returns and client engagements; monitor engagement economics and workflow.
• Review and prepare 1065, 1040, 1120, and 1120S returns, estimates, extensions, and year-end projections.
• Develop client service plans for engagements in collaboration with the team.
• Guide and support development and growth of staff; manage high-risk situations as applicable.
• Research technical tax issues to ensure compliance with federal, state, and local laws.

Skills

Partnerships & Private Equity Tax

Active CPA license

Tax return complexity

Public accounting experience

Education

Bachelor's degree in Accounting

Master's degree preferred

Job description

Tax Senior Manager, Partnerships/Private Equity

Whitley Penn,oneofthe nation’s leading audit, tax, and advisoryfirms, is looking for a Senior Tax Manager with a strong background in Partnerships & Private Equity taxation to join our team!

The Senior Tax Manager is the liaison between the partner, the client, and the professional staff. Senior Managers are responsible for multiple client engagements simultaneously. Senior Managers are responsible for managing client relationships and expectations, identifying, and creating revenue generating opportunities for the Firm, monitoring engagement economics, and coordinating engagement workflow. Senior Managers are responsible for guiding and providing support and motivation for the development and growth of others. Active CPA license is required for this position.

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.

• Title: Tax Senior Manager
• Classification: Full-time; Exempt
• Department: Tax
• Location: Dallas, Plano, or Fort Worth, TX (open to any Whitley Penn office locations)
• Office Expectations/Hours: In-office position; general work schedule is Monday – Friday, 8 hours/day between 8am to 5pm with overtime, as needed.

What You Will Do

• Serve as a liaison between the partner, the client, and the professional staff.
• Assume full responsibility for multiple tax returns and client engagements, simultaneously; manage client relationships and expectations, monitor engagement economics and coordinate engagement workflow.
• Review and/or prepare 1065, 1040, 1120, and 1120S tax returns, quarterly estimates, extensions and year-end projections.
• Develop comprehensive client service plans (meetings, dates, assignments, etc.) for engagements in collaboration with team.
• Manage high risk (firm and engagement) situations with QC involvement, as applicable.
• Identify and research technical issues to assure compliance with federal, state, and local tax laws and regulations.
• Delegate and manage governmental tax examinations; may represent the client before the appropriate taxing authorities.
• Maintain contact with clients throughout the year; possess a thorough knowledge of the client and all facets of client’s business; own the end to end relationship.
• Monitor engagement economics by reviewing and analyzing reports and data; respond actively to issues or discrepancies.
• 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.
• Participate in the firm’s practice development efforts by designing and leading customized presentations and proposals to the stated needs and expectations of the clients and their organizations, creating innovative approaches with new/non-traditional clients and identifying additional services and revenue streams with current clients.
• Ensure and provide evidence that all direct reports/coaches are actively engaged in performance improvement/development activities specific to their needs.
• Communicate clear performance goals, priorities and required competencies to others.
• Use coaching and managerial skills to enhance the development and growth of others.
• Work to develop responsible, trained staff by assisting in retention, developing training material and acting as an instructor in professional development programs.
• Participate in technical and professional training throughout the year.
• Participate in the firm’s annual performance management and goal setting process.

What You Need to Get Here

• 7+ years of experience in public accounting, demonstrating a progression in tax return complexity, scope, and research.
• A 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
• Extensive knowledge of the Internal Revenue Code, and other tax laws, regulations, and guidance.
• A professional appearance, demeanor, and positive attitude.
• Ability to apply theory and experience to individual circumstances.
• Ability to analyze problems and recommend solutions.
• 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

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.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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.