State & Local Tax Manager

Whitley Penn•West Lake Hills, TX

5d•Onsite

About The Position

Whitley Penn is seeking a State & Local Tax Manager to prepare and oversee client assignments and deliverables accurately, completely, and on time. The manager handles multiple projects simultaneously, develops and trains associates, and builds relationships that support new business for the firm. The role provides state and local income/franchise tax consulting and compliance services to clients operating in numerous states, while maintaining advanced technical expertise and active CPA certification. This is a full-time, exempt, 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. The manager coordinates staffing and workflow, oversees engagement economics, deadlines, and budgets, and keeps Partners informed of engagement status. The position also supervises and coaches associates and interns and participates in business proposals, networking, and recruiting. Whitley Penn describes its culture as collaborative, entrepreneurial, and focused on sharing knowledge, embracing new ideas, and working together. The firm offers audit, tax, advisory, and consulting services and seeks professionals interested in contributing to its growth. The firm lists medical insurance, voluntary dental and vision insurance, annual holidays, paid time off, paid maternity and parental leave, a 401(k) with profit sharing, a discretionary bonus program, a health and wellness program, and pet insurance among its benefits. Whitley Penn is an equal opportunity workplace and states that employment decisions are based on qualifications, merit, and business need.

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.
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 numerous states, including managing voluntary disclosure agreements, 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.
Understand client operations and business objectives to provide consultative service and identify potential business opportunities.
Supervise and teach associates and interns by delegating assignments, reviewing work in detail, 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 insurance.
Voluntary 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.