State & Local Tax Manager

Discover Your Potential at Whitley Penn•Houston, TX

2d•Onsite

About The Position

Whitley Penn, a leading audit, tax, and advisory firm, is seeking a State & Local Tax Manager to join their team. This role is responsible for the efficient, accurate, complete, and timely preparation of all client assignments, managing multiple projects simultaneously, developing and training associates, and developing new business for the firm. The position requires state and local income/franchise tax experience, advanced technical skills, and CPA certification. Whitley Penn emphasizes collaborative teams, an open-door policy, entrepreneurial thinking, and a strong culture focused on learning, innovation, and achievement.

Requirements

Bachelor’s degree in Accounting; Master’s degree preferred
Active CPA License
5-7 years of state & local income/franchise tax compliance and consulting experience
Corporate & partnership state & 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; ability to interact with a broad range of individuals
Strong professional presence and leadership skills; ability to mentor and develop staff
Experience building and maintaining excellent client relationships, identifying value-added services, and expanding books of business

Responsibilities

Provide state & local income/franchise tax consulting and compliance services to a diverse client base operating in numerous states.
Manage typical consulting projects including state voluntary disclosure agreements (VDAs), state tax due diligence, and state income/franchise tax audits.
Advise clients on various issues such as state income/franchise tax sourcing, state income/franchise tax 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 on multiple engagements simultaneously.
Manage deadlines and engagement budgets; keep Partners updated on engagement status.
Continuously develop technical expertise; identify and research technical issues to assure compliance with state and local tax laws and regulations.
Provide exceptional client service by understanding client operations and business objectives, applying this knowledge to serve clients consultatively, and identifying additional potential business opportunities.
Supervise and teach associates and interns, including delegation of assignments, detailed review of work, and evaluating performance.
Use coaching and managerial skills to enhance the development and growth of others.
Actively participate in business proposals, networking, and recruiting opportunities.