Tax Manager, Partnerships/Private Equity

Whitley Penn • Plano, TX

2h • Onsite

About The Position

Whitley Penn is seeking a Tax Manager with a strong background in partnerships and private equity taxation. The role is responsible for the efficient, accurate, complete, and timely preparation of client assignments. Managers oversee multiple tax projects and client engagements, coordinate engagement workflow, and supervise, train, and develop associates. They also contribute to new business development.

The Tax Manager manages all phases of engagements, including client satisfaction, planning, scheduling, staffing, and supervision. The position reviews and prepares tax returns and other tax deliverables, researches technical issues, ensures compliance with tax laws and professional standards, and manages or represents clients in governmental tax examinations. The Manager maintains client relationships throughout engagements and communicates progress, issues, and resolutions.

This is a full-time, exempt, in-office position in the Tax department. The general schedule is Monday through Friday, eight hours per day between 8 a.m. and 5 p.m., with overtime as needed. The listed locations are Dallas, Plano, or Fort Worth, Texas, and the posting says other Whitley Penn office locations are also open.

Requirements

• At least 5 years of public accounting experience.
• Strong background in partnerships and private equity taxation at both the portfolio company and fund level.
• Active CPA license.
• Bachelor's degree in Accounting.
• Extensive knowledge of the 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 and the ability to manage multiple engagements and projects simultaneously.
• Ability to assess, analyze, and manage risk using appropriate frameworks, professional judgment, and skepticism.
• Excellent oral and written communication skills, including active listening and clear communication of ideas and information.
• Ability to lead and work respectfully and productively with diverse individuals in a variety of roles.
• Professional appearance and demeanor and a positive attitude.

Nice To Haves

• Master's degree preferred.

Responsibilities

• Manage all phases of client engagements, including supervising associates, client satisfaction, planning, scheduling, and staffing, in accordance with firm policies and procedures.
• Review and/or prepare Forms 1065, 1040, 1120, and 1120S, quarterly estimates, extensions, and year-end projections.
• Review and/or prepare complex tax returns and perform technical tax review and approval of tax returns and governmental tax examinations of any complexity.
• Identify and research technical issues to ensure compliance with federal, state, and local tax laws and regulations.
• Ensure financial statements, tax returns, and other deliverables meet professional and firm standards.
• Delegate and manage governmental tax examinations and, when appropriate, represent clients before taxing authorities.
• Provide consultative client service, identify value-added services, and proactively interact with key client management to gather information, resolve problems, and recommend business and process improvements.
• Own and monitor client relationships throughout engagements and communicate engagement progress, problems, and resolutions to clients.
• Train and develop associates and contribute to developing new business for the firm.

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