State & Local Tax Manager

Discover Your Potential at Whitley Penn • Austin, TX

2d • Onsite

About The Position

Whitley Penn is hiring a State & Local Tax Manager in its Tax department. The role is responsible for the efficient, accurate, complete, and timely preparation of client assignments and deliverables; managing multiple projects; developing and training associates; and building relationships to develop new business for the firm. The position provides state and local income/franchise tax consulting and compliance services to clients operating in numerous states. Typical consulting work includes managing state voluntary disclosure agreements (VDAs), state tax due diligence, and state income/franchise tax audits. The manager advises clients on state income/franchise tax sourcing and nexus, and accounting for state income taxes, and reviews and/or prepares state income tax returns.

The manager develops and manages client relationships and expectations, monitors engagement economics, coordinates staffing and workflow across engagements, manages deadlines and budgets, and keeps Partners updated on engagement status. The role also involves researching technical issues to support compliance with state and local tax laws and regulations, understanding client operations and objectives to provide consultative service, and identifying additional business opportunities. The manager supervises, teaches, coaches, and develops associates and interns, and participates in business proposals, networking, and recruiting.

This is a full-time, exempt, fully in-office position based in the Dallas, Plano, Austin, or Houston office. 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 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, state tax due diligence, and state income/franchise tax audits.
• Advise clients on state income/franchise tax sourcing and 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 assure 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 and teach associates and interns, including 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