Tax Manager, Partnerships/Private Equity

Discover Your Potential at Whitley Penn•Dallas, TX

5d•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 and requires advanced technical, management, and supervisory skills. The manager oversees multiple tax projects and client engagements, coordinates engagement workflow, and develops and trains associates. The position also contributes to business development by building client relationships and identifying new business opportunities. This is an in-office position at a Whitley Penn office, with Dallas, Plano, or Fort Worth, Texas listed as locations. The general schedule is Monday through Friday, eight hours per day between 8 a.m. and 5 p.m., with overtime as needed. The role is classified as full-time and exempt. Whitley Penn describes its work culture as collaborative, emphasizing an open-door policy, entrepreneurial thinking, shared knowledge, innovation, and teamwork. The firm provides audit, tax, advisory, and consulting services.

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.

Responsibilities

Assume responsibility for all phases of engagements, including supervising associates, managing client satisfaction and planning, and scheduling and staffing work in accordance with firm policies and procedures.
Review and/or prepare Forms 1065, 1040, 1120, and 1120S tax returns, 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.
Serve clients in a consultative role, provide exceptional client service, identify value-added services, and 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 progress, problems, and resolutions to clients.
Manage multiple tax projects and client engagements simultaneously and coordinate engagement 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.