State & Local Tax Manager

Discover Your Potential at Whitley Penn • Austin, TX

4d • Onsite

About The Position

Whitley Penn is seeking a State & Local Tax Manager to deliver efficient, accurate, complete, and timely client assignments and deliverables. The role provides state and local income/franchise tax consulting and compliance services to a diverse client base operating across numerous states. The manager handles multiple engagements, develops and trains associates, maintains client relationships, and helps develop new business for the firm.

This is an in-office position based in Austin, Texas, with the option to work from another 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 is classified as full-time and exempt.

Whitley Penn describes its culture as collaborative, with an open-door policy, entrepreneurial thinking, knowledge-sharing, and an emphasis on learning, innovation, and achieving together. The firm provides audit, tax, advisory, and consulting services.

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 excellent 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 (VDAs), 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 technical issues to ensure compliance with state and local tax laws and regulations.
• Maintain an understanding of client operations and business objectives to provide consultative service and identify potential business opportunities.
• Supervise and teach associates and interns, including delegating assignments, reviewing work in detail, and evaluating performance.
• Coach and manage staff to support their development and growth.
• Participate in business proposals, networking, and recruiting opportunities.
• Make associations and develop new business for the firm.

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