State & Local Tax Manager

Whitley Penn • West Lake Hills, TX

5d • Onsite

About The Position

Whitley Penn is hiring a State & Local Tax Manager for its Tax department. The role is responsible for the accurate, complete, and timely preparation of client deliverables, managing multiple projects, developing and training associates, and contributing to new business development. The manager provides state and local income and franchise tax consulting and compliance services to clients operating in multiple states. This is a fully in-office position 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 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 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 and franchise tax consulting and compliance services, including managing voluntary disclosure agreements, 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 updated on engagement status.
• Develop technical expertise and identify and research technical issues to ensure compliance with state and local tax laws and regulations.
• Provide client service by understanding clients’ operations and business objectives, applying that knowledge consultatively, and identifying additional business opportunities.
• Supervise and teach associates and interns by delegating assignments, reviewing work, and evaluating performance.
• 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 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