Tax Senior Manager, Partnerships/Private Equity

Whitley Penn • West Lake Hills, TX

8d • Onsite

About The Position

Whitley Penn is seeking a Tax Senior Manager with a strong background in partnerships and private equity taxation. The Senior Tax Manager serves as a liaison among partners, clients, and professional staff, and manages multiple client engagements and relationships. The role includes monitoring engagement economics, coordinating workflow, identifying revenue-generating opportunities, and supporting the development and growth of others. An active CPA license is required.

This is a full-time, exempt, in-office position in Austin, with the role open to any Whitley Penn office location. 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 7 years of public accounting experience, with progression in tax return complexity, scope, and research.
• 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.
• 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.
• Assume responsibility for multiple tax returns and client engagements simultaneously; manage client relationships and expectations, monitor engagement economics, and coordinate engagement workflow.
• Review and/or prepare Forms 1065, 1040, 1120, and 1120S, quarterly estimates, extensions, and year-end projections.
• Develop comprehensive client service plans, including meetings, dates, and assignments, in collaboration with the team.
• Manage high-risk firm and engagement situations with quality control involvement, as applicable.
• Identify and research technical issues to ensure 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, understand each client and its business, and own the end-to-end client relationship.
• Review and analyze engagement economics reports and data, and respond to issues or discrepancies.
• Serve clients in a consultative capacity, provide exceptional service, identify value-added services, and interact with key client management to gather information, resolve problems, and recommend business and process improvements.
• Support practice development by designing and leading customized presentations and proposals, developing innovative approaches for new or non-traditional clients, and identifying additional services and revenue streams for current clients.
• Ensure direct reports and coaches are engaged 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 support others’ development and growth.
• Help develop trained staff through retention efforts, training material development, and instruction in 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