Tax Manager, Partnerships/Private Equity
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 efficient, accurate, complete, and timely preparation of client assignments and requires advanced technical, management, and supervisory skills. Managers oversee multiple tax projects and client engagements, coordinate engagement workflow, develop and train associates, and help develop new business for the firm. An active CPA license is required. The Tax Manager assumes responsibility for all phases of engagements, including associate supervision, client satisfaction, and engagement planning, scheduling, and staffing. The position reviews and prepares tax returns and related filings, conducts technical tax review, researches tax issues, and ensures that deliverables meet professional and firm standards. The role also manages client relationships throughout engagements, communicates progress and resolutions, and provides consultative service and recommendations. This is a full-time, exempt, in-office position based in Houston, with consideration for any Whitley Penn office location. The general schedule is Monday through Friday, eight hours per day between 8 a.m. and 5 p.m., with overtime as needed. Whitley Penn describes its culture as collaborative, open-door, entrepreneurial, and focused on knowledge sharing, innovation, and working together.
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, demeanor, and positive attitude.
Nice To Haves
- Master's degree preferred.
Responsibilities
- Assume responsibility for all phases of engagements, including supervision of associates, client satisfaction, planning, scheduling, staffing, and use of 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.
- 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 are prepared in accordance with professional and firm standards.
- Delegate and manage governmental tax examinations and, when appropriate, represent clients before taxing authorities.
- Serve clients in a consultative role, provide exceptional client service, and identify value-added services.
- Interact proactively 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.
- Manage multiple tax projects and client engagements simultaneously, including scheduling, staffing, and coordinating workflow.
- Develop and train associates and help develop new business for the firm.
Benefits
- Firm-paid medical insurance, including free employee-only coverage on two of three plans
- Voluntary dental insurance
- Voluntary 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
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What This Job Offers
Job Type
Full-time
Career Level
Manager
