State & Local Tax Manager

Whitley Penn • West Lake Hills, TX

7h • Onsite

About The Position

Whitley Penn is seeking a State & Local Tax Manager to prepare client assignments and deliverables accurately, completely, and on time. The manager oversees multiple engagements, develops and trains associates, and builds relationships that can support new business for the firm.

The role provides state and local income and franchise tax consulting and compliance services to clients operating in numerous states. Work includes reviewing and preparing returns, advising on sourcing, nexus, and accounting for state income taxes, and managing projects such as voluntary disclosure agreements, tax due diligence, and tax audits. The manager also oversees client relationships, engagement economics, staffing, budgets, deadlines, and workflow while keeping Partners informed of engagement status.

This is an in-office, full-time, exempt position in Austin, Texas, and is open to any Whitley Penn office location. The general schedule is Monday through Friday, eight hours per day between 8 a.m. and 5 p.m., with overtime as needed. The position supervises and develops associates and interns and participates in proposals, networking, and recruiting.

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 ability to interact with a broad range of individuals.
• 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.

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 keep Partners updated on engagement status.
• Develop technical expertise and identify and research issues to ensure compliance with state and local tax laws and regulations.
• Understand client operations and business objectives to provide consultative service and identify additional 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 and vision insurance.
• 17 annual firm holidays, with extended breaks around July 4th and year end.
• 25 days of PTO.
• 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