State & Local Tax Manager

Discover Your Potential at Whitley Penn • Houston, TX

3d • Onsite

About The Position

Whitley Penn is seeking a State & Local Tax Manager to prepare and oversee client assignments and deliverables accurately, completely, efficiently, and on time. The role provides state and local income/franchise tax consulting and compliance services to clients operating in multiple states, manages multiple engagements, develops associates, and contributes to business development. The position is based in Houston, Texas, but is open to any Whitley Penn office location. It is an in-office, exempt role with a general Monday–Friday schedule of eight hours per day between 8 a.m. and 5 p.m.; overtime may be needed. Whitley Penn describes its culture as collaborative, with an open-door policy, entrepreneurial thinking, knowledge sharing, and teamwork.

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 preferred.

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, 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.
• Continuously develop technical expertise and identify and research technical issues to ensure compliance with state and local tax laws and regulations.
• Provide client service informed by an understanding of client operations and business objectives, 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 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