Tax Manager, Partnerships/Private Equity

Whitley Penn • West Lake Hills, TX

8d • 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 efficiently and accurately preparing and delivering client assignments, while managing multiple tax projects and engagements. The manager schedules, staffs, and coordinates engagement workflow; supervises and develops associates; and helps develop new business for the firm. An active CPA license is required.

The Tax Manager oversees all engagement phases, tax return preparation and review, client relationships, and compliance with applicable professional, firm, and tax standards. The position also involves research and resolution of technical tax issues, management of governmental tax examinations, client consultation, and identifying recommendations and value-added services.

This is a full-time, exempt, in-office position in Austin, Texas, with consideration for other Whitley Penn office locations. The general schedule is Monday through Friday, eight hours per day between 8 a.m. and 5 p.m., with overtime as needed.

Requirements

• At least 5 years of public accounting experience.
• Strong background in partnerships and private equity taxation at both the portfolio company and fund levels.
• 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, including 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.

Responsibilities

• Assume responsibility for all phases of engagements, including supervising associates, managing client satisfaction and planning, and coordinating scheduling and staffing according to 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 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 applicable, represent clients before taxing authorities.
• Serve clients in a consultative capacity, provide exceptional client service, identify value-added services, and 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.
• Manage multiple tax projects and client engagements, including scheduling, staffing, and coordinating workflow.
• Develop and train 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