Tax Senior Manager

Whitley Penn • Fort Worth, TX

6d • Hybrid

About The Position

Whitley Penn is seeking a Tax Senior Manager to serve as the liaison among partners, clients, and professional staff while overseeing multiple client engagements. The role manages client relationships and expectations, engagement economics, workflow, and risk, and identifies opportunities to generate revenue for the firm. The Senior Manager also guides and supports the development of staff and contributes to the firm’s growth and practice development.

The position is in the Tax department and is classified as full-time and exempt. The work arrangement is hybrid. The general schedule is Monday through Friday, eight hours per day between 8 a.m. and 5 p.m., with overtime as needed.

The Senior Manager reviews and/or prepares a range of tax returns and related estimates, extensions, and projections; researches tax issues; coordinates tax examinations; and provides consultative client service. The role also leads client service planning, develops proposals and presentations, coaches and develops staff, and participates in training and performance-management processes.

Requirements

• At least 7 years of public accounting experience, with progression in tax-return complexity, scope, and research.
• Active CPA license.
• Bachelor’s degree in accounting.
• Extensive knowledge of the Internal Revenue Code and other tax laws, regulations, and guidance.
• Professional appearance and demeanor, and a positive attitude.
• Ability to apply theory and experience to individual circumstances.
• Ability to analyze problems and recommend solutions.
• 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.

Nice To Haves

• Master’s degree.

Responsibilities

• Serve as a liaison between partners, clients, and professional staff.
• Manage multiple tax returns and client engagements, client relationships and expectations, engagement economics, and engagement workflow.
• Review and/or prepare Forms 1065, 1040, 1120, and 1120S, quarterly estimates, extensions, and year-end projections.
• Develop comprehensive client service plans with the engagement team.
• Manage high-risk firm and engagement situations with quality-control involvement as applicable.
• Identify and research technical issues to support compliance with federal, state, and local tax laws and regulations.
• Delegate and manage governmental tax examinations and, when appropriate, represent clients before taxing authorities.
• Maintain year-round client contact, develop thorough knowledge of clients and their businesses, and own the end-to-end client relationship.
• Review and analyze engagement reports and data, and respond to issues or discrepancies.
• Provide consultative client service, identify value-added services, gather information, resolve problems, and recommend business and process improvements.
• Contribute to practice development by designing and leading customized presentations and proposals, developing approaches for new or non-traditional clients, and identifying services and revenue opportunities with existing clients.
• Ensure direct reports and coached staff participate in performance-improvement and development activities tailored to their needs.
• Communicate performance goals, priorities, and required competencies to others.
• Use coaching and managerial skills to develop staff.
• Support staff retention and development by creating training materials and teaching professional-development programs.
• Participate in technical and professional training throughout the year.
• Participate in the firm’s annual performance-management and goal-setting process.

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: Senior