State & Local Tax Manager

Whitley Penn • Houston, TX

5d • Onsite

About The Position

Whitley Penn is seeking a State & Local Tax Manager to oversee the accurate, complete, and timely preparation of client assignments and deliverables. The role provides state and local income/franchise tax consulting and compliance services to clients operating across multiple states, manages several engagements at once, and develops and trains associates. It also includes building client relationships and contributing to new business development.

The manager advises clients on state income/franchise tax sourcing, nexus, and accounting for state income taxes; reviews and prepares state income tax returns; and manages projects such as voluntary disclosure agreements, tax due diligence, and audits. The position is fully in-office in Dallas, Plano, Austin, or Houston, with a general Monday–Friday schedule of eight hours per day between 8 a.m. and 5 p.m. Overtime may be 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 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.
• Manage 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 issues to ensure compliance with state and local tax laws and regulations.
• Understand client operations and business objectives to provide consultative service and identify additional business opportunities.
• Supervise and teach associates and interns by 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 PTO.
• 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