Tax Manager

Whitley Penn•Odessa, TX

20h•Hybrid

About The Position

Whitley Penn, a leading CPA and Consulting firm, is looking for a Tax Manager to join our 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.

Requirements

5+ years of Public Accounting experience
Active CPA license
Bachelor's degree in Accounting
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 preferred

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.
Review and/or prepare 1065, 1040, 1120, and 1120S tax returns, quarterly estimates, extensions and year-end projections.
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.
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.
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.