Tax Senior Manager, Partnerships/Private Equity

Whitley Penn; Dallas, Plano, Fort Worth (TX, TX, TX); Presencial; USD 140.000 - 200.000; Tempo integral

Benefícios oferecidos por esta vaga

Firm Paid Medical Insurance

Voluntary Dental and Vision Insurance

17 Annual Firm holidays

25 days PTO

Paid Maternity and Parental Leave

401(k) with Profit Sharing

Discretionary Bonus Program

Health & Wellness Program

Pet Insurance

Resumo da vaga

Whitley Penn is seeking a Tax Senior Manager with a strong background in Partnerships & Private Equity taxation to join our Dallas area team. The role focuses on managing multiple client engagements, overseeing tax returns and client relationships, and guiding team members through complex tax issues.

The position requires an active CPA license, 7+ years in public accounting, and a Bachelor’s degree in accounting (Master’s preferred).

Qualificações

• 7+ years of experience in public accounting with progression in tax return complexity, scope and research.
• Strong background in partnerships and private equity taxation at 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 written and verbal; ability to lead and mentor others.
• Ability to assess, analyze and manage risk with professional judgment and skepticism.

Responsabilidades

• Serve as liaison between partner, client, and staff.
• Manage multiple tax returns and client engagements concurrently; oversee client relationships and engagement economics.
• Review/prepare 1065, 1040, 1120, and 1120S returns and estimates.
• Develop client service plans in collaboration with team.
• Manage high-risk situations with QC involvement as applicable.
• Delegate and manage governmental tax examinations; may represent client before taxing authorities.
• Maintain ongoing client contact and possess thorough knowledge of the client’s business.
• Identify and research technical issues to ensure compliance with tax laws.

Conhecimentos

Public accounting

Partnerships tax

Private equity tax

CPA license

Communication skills

Leadership

Client management

Formação

Bachelor in accounting

Master's degree preferred

Descrição da vaga

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.