State & Local Tax Manager

Whitley Penn • Plano, TX

4d • Onsite

About The Position

Whitley Penn is hiring a State & Local Tax Manager for its Tax department. This role provides state and local income/franchise tax consulting and compliance services to a diverse client base operating in numerous states. The manager is responsible for accurate, complete, and timely client deliverables; managing multiple projects and engagements; developing and training associates; and contributing to business development. The position is in-office at a Whitley Penn office, with Dallas, Plano, and Fort Worth listed as locations. 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 consults on state voluntary disclosure agreements, tax due diligence, audits, sourcing, nexus, and accounting for state income taxes; reviews and/or prepares state income tax returns; and researches technical issues to ensure compliance with applicable tax laws and regulations. The role also involves managing client relationships and expectations, engagement economics, staffing, workflow, deadlines, budgets, and status communications with Partners. The manager provides consultative client service, identifies additional business opportunities, supervises and coaches associates and interns, and participates in proposals, networking, and recruiting.

Whitley Penn describes its culture as collaborative, with an open-door policy, entrepreneurial thinking, knowledge sharing, and an emphasis on learning, innovation, and working together. The firm seeks professionals who think like owners and want to contribute to a high-growth firm.

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, with 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 identify and research technical issues to ensure compliance with state and local tax laws and regulations.
• Understand client operations and objectives to provide consultative service and identify potential business opportunities.
• Supervise and teach associates and interns, including delegating assignments, reviewing work, and evaluating performance.
• 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, 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