State & Local Tax Manager

Whitley Penn • Houston, TX

5d • Onsite

About The Position

Whitley Penn is seeking a State & Local Tax Manager to provide state and local income/franchise tax consulting and compliance services to a diverse client base operating in numerous states. The role is responsible for accurate, complete, and timely client deliverables; managing multiple engagements; developing and training associates; and helping develop new business for the firm.

The manager will advise clients on state income/franchise tax sourcing, nexus, and accounting for state income taxes; review or prepare state income tax returns; and manage projects such as voluntary disclosure agreements, tax due diligence, and state income/franchise tax audits. The role also manages client relationships, engagement economics, deadlines, budgets, staffing, and workflow, while keeping Partners informed of engagement status.

This is a full-time, exempt, fully in-office position based in Dallas, Plano, Austin, or Houston. The general schedule is Monday through Friday, eight hours per day between 8 a.m. and 5 p.m., with overtime as needed.

Requirements

• Bachelor’s degree in Accounting.
• Active CPA license.
• 5–7 years of state and local income/franchise tax compliance and consulting experience.
• Corporate and partnership state and local income/franchise tax experience.
• Advanced technical knowledge of state income/franchise tax law, regulations, and other guidance in Texas and other key states.
• Strong communication skills and the ability to interact with a broad range of individuals.
• Strong professional presence and leadership skills, including the ability to mentor and develop staff.
• Experience building and maintaining client relationships, identifying value-added services, and expanding books of business.

Nice To Haves

• Master’s degree preferred.

Responsibilities

• Provide state and local income/franchise tax consulting and compliance services to clients operating in numerous states.
• Manage state voluntary disclosure agreements, state tax due diligence, and state income/franchise tax audits.
• Advise clients on state income/franchise tax sourcing, nexus, and accounting for state income taxes.
• Review and/or prepare state income tax returns.
• Develop, maintain, and manage client relationships and expectations.
• Monitor engagement economics and coordinate staffing and workflow across multiple engagements.
• Manage deadlines and engagement budgets and update Partners on engagement status.
• Develop technical expertise and identify and research technical issues to ensure compliance with state and local tax laws and regulations.
• Understand client operations and business objectives to provide consultative service and identify potential business opportunities.
• Supervise and teach associates and interns through delegation, detailed work review, and performance evaluation.
• Use coaching and managerial skills to support the development and growth of others.
• Participate in business proposals, networking, and recruiting opportunities.

Benefits

• Firm-paid medical insurance, including free employee-only coverage on two of three plans.
• Voluntary dental insurance.
• Voluntary vision insurance.
• 17 annual firm holidays, with extended breaks around July 4th and year-end.
• 25 days of paid time off.
• Paid maternity and parental leave.
• 401(k) with profit sharing.
• Discretionary bonus program.
• Health and wellness program.
• Pet insurance.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager