Tax Manager

Discover Your Potential at Whitley Penn • Odessa, TX

11d • Hybrid

About The Position

Whitley Penn is seeking a Tax Manager for its Tax department in the Odessa office. The role is responsible for the efficient, accurate, complete, and timely preparation of client assignments and requires advanced technical, management, and supervisory skills. The Tax Manager manages multiple tax projects and client engagements, coordinates engagement workflow, and develops and trains associates. The position also contributes to new business development and provides consultative client service, with an emphasis on personalized service and identifying value-added services.

Requirements

• At least 5 years of public accounting experience.
• 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 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

• Assume responsibility for all phases of engagements, including supervising associates, managing client satisfaction and planning, and scheduling and staffing in accordance with 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 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 applicable, 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 and schedule, staff, and coordinate engagement workflow.
• Develop and train associates and make associations to develop 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