State & Local Tax Manager

Discover Your Potential at Whitley Penn • Dallas, TX

4d • Onsite

About The Position

Whitley Penn is seeking a State & Local Tax Manager to prepare and oversee accurate, complete, and timely client deliverables. The role provides state and local income and franchise tax compliance and consulting services to a diverse client base operating across multiple states. The manager handles multiple engagements, develops and trains associates, builds client relationships, and contributes to new business development.

The position is in-office at a Whitley Penn office, with Dallas, Plano, or Fort Worth, Texas listed as locations. The general schedule is Monday through Friday, eight hours per day between 8 a.m. and 5 p.m., with overtime as needed. The role is classified as full-time and exempt.

Whitley Penn describes its culture as collaborative, with an open-door policy, entrepreneurial thinking, shared learning, and opportunities to help shape a growing firm. The firm offers audit, tax, advisory, and consulting services.

Requirements

• Bachelor’s degree in Accounting.
• Active CPA license.
• 5–7 years of state and local income and franchise tax compliance and consulting experience.
• Corporate and partnership state and local income and franchise tax experience.
• Advanced technical knowledge of state income and 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 and franchise tax consulting and compliance services to clients operating in numerous states.
• Manage state voluntary disclosure agreements, state tax due diligence, and state income and franchise tax audits.
• Advise clients on state income and 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 informed about 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, teach, and develop associates and interns through assignment delegation, detailed work review, and performance evaluation.
• 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 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