State & Local Tax Manager

Whitley Penn • Plano, 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 clients operating in numerous states. The manager is responsible for preparing accurate, complete, and timely client deliverables; managing multiple engagements; developing and training associates; and contributing to new business development. The role includes advising clients on state income/franchise tax sourcing, nexus, and accounting for state income taxes, as well as overseeing voluntary disclosure agreements, tax due diligence, and state tax audits.

The manager will oversee client relationships, engagement economics, deadlines, budgets, staffing, and workflow, while keeping Partners informed of engagement status. The position also involves researching technical issues, maintaining expertise in state and local tax laws, providing consultative client service, supervising and coaching associates and interns, and participating in proposals, networking, and recruiting.

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 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.

Responsibilities

• Provide state and local income/franchise tax consulting and compliance services to clients operating in multiple 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 research issues to ensure compliance with state and local tax laws and regulations.
• Understand client operations and business objectives, provide consultative service, and identify additional business opportunities.
• Supervise and teach associates and interns through assignment delegation, detailed review, and performance evaluation.
• Coach and develop staff.
• 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, including 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