State & Local Tax Manager

Whitley Penn • Houston, TX

7h • Onsite

About The Position

Whitley Penn is seeking a State & Local Tax Manager to provide state and local income/franchise tax consulting and compliance services to a diverse client base operating in numerous states. The role is responsible for efficiently, accurately, completely, and timely preparing client assignments and deliverables, managing multiple projects, developing and training associates, and supporting new-business development.

The manager advises clients on issues such as state income/franchise tax sourcing, nexus, and accounting for state income taxes. Typical consulting engagements include state voluntary disclosure agreements (VDAs), state tax due diligence, and state income/franchise tax audits. The manager also reviews and/or prepares state income tax returns, manages client relationships and engagement economics, coordinates staffing and workflow, and oversees deadlines and budgets while keeping Partners informed of engagement status.

This position supervises and develops associates and interns through delegation, review, coaching, and performance evaluation. It also involves technical research, client service, business proposals, networking, and recruiting. The position is based in-office at the Houston, Texas location, with consideration for any Whitley Penn 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 consulting projects involving 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 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.
• 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