Tax Manager, Private Client Services

Whitley Penn•San Antonio, TX

32d•Hybrid

About The Position

Whitley Penn, a leading CPA and Consulting firm, is looking for a Tax Manager with a strong background in Private Client Services to join our San Antonio team! The Tax Manager is responsible for the efficient, accurate, complete, and timely preparation of all client assignments. Advanced technical skills and well-developed management and supervisory skills are required. Managers are responsible for managing multiple tax projects and client engagements simultaneously, and scheduling, staffing, and coordinating engagement workflow. Managers develop, train associates and make associations to develop new business for the firm. A CPA license is required for this position. How We Work: Whitley Penn has become one of the most distinguished and fastest growing public accounting firms by providing exceptional service that reaches far beyond traditional accounting. We believe in working in collaborative teams with an emphasis on an open-door policy and encouraging entrepreneurial thinking. We learn, innovate, and succeed by sharing knowledge, embracing diversity, and working together. We are all part of the same family and each person matters. We are more than just a job.

Requirements

5+ years of Public Accounting experience
A strong background in private client services, high net worth, family office or partnership tax
CPA certification
Bachelor's degree in Accounting; Master's degree preferred.
A professional appearance, demeanor, and positive attitude.
Extensive knowledge of Internal Revenue Code and other tax laws, regulations, and guidance with the ability to research and apply theory and experience to individual circumstances.
Strong organizational and time management skills; ability to manage multiple engagements and projects, simultaneously.
Ability to assess, analyze and manage risk using appropriate frameworks, professional judgment, and skepticism.
Excellent communication skills, both orally and in writing; actively listens and clearly communicates ideas and information.
Ability to lead and work respectfully and productively with diverse individuals in a variety of roles.

Nice To Haves

Master's degree

Responsibilities

Assume responsibility for all phases of engagements, including supervision of associates, managing client satisfaction and planning, scheduling and staffing, using firm policies and procedures.
Identify and research technical issues to assure compliance with federal, state and local tax laws and regulations.
Ensure that financial statements, tax returns and other deliverables are prepared in accordance with professional and firm standards.
Review and/or prepare various types of complex tax returns; perform technical tax review and approval of all tax returns and governmental tax examinations of any complexity.
Review and/or prepare 1120, 1120S, 1040, 1065, 990, 990PF, 706, and 1041 tax returns.
Delegate and manage governmental tax examinations; may represent the client before the appropriate taxing authorities.
Serve clients in a consultative role with an emphasis on exceptional client service and identification of value-added services; proactively interact with key client management to gather information, resolve problems and make recommendations for business and process improvements.
Own and monitor client relationship over the entire engagement process; communicate progress of engagements, problems, and resolutions to client.