Tax Senior Manager

Whitley Penn•West Lake Hills, TX

2d•Onsite

About The Position

Whitley Penn, one of the nation’s leading audit, tax, and advisory firms, is looking for a Senior Manager to join our team! The Senior Manager is the liaison between the partner, the client, and the professional staff. Senior Managers are responsible for multiple client engagements simultaneously. Senior Managers are responsible for managing client relationships and expectations, identifying, and creating revenue generating opportunities for the Firm, monitoring engagement economics, and coordinating engagement workflow. Senior Managers are responsible for guiding and providing support and motivation for the development and growth of others. Whitley Penn has become one of the fastest growing public accounting firms by providing exceptional, personalized service that reaches far beyond traditional accounting. In addition to Audit and Tax solutions, we offer a wide range of Advisory and Consulting services. We work in collaborative teams with an emphasis on an open-door policy, entrepreneurial thinking, and a well-built culture. At Whitley Penn, we learn, innovate, and achieve by sharing knowledge, embracing new ideas, and working together. We’re looking for professionals who think like owners and want to be part of shaping a high-growth firm.

Requirements

7+ years of experience in public accounting, demonstrating a 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.
A professional appearance, demeanor, and 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 communication skills, both orally and in writing; actively listens and clearly communicates 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 preferred

Responsibilities

Serve as a liaison between the partner, the client, and the professional staff.
Assume full 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 1065, 1040, 1120, and 1120S tax returns, quarterly estimates, extensions and year-end projections.
Develop comprehensive client service plans (meetings, dates, assignments, etc.) for engagements in collaboration with team.
Manage high risk (firm and engagement) situations with QC involvement, as applicable.
Identify and research technical issues to assure compliance with federal, state, and local tax laws and regulations.
Delegate and manage governmental tax examinations; may represent the client before the appropriate taxing authorities.
Maintain contact with clients throughout the year; possess a thorough knowledge of the client and all facets of client’s business; own the end to end relationship.
Monitor engagement economics by reviewing and analyzing reports and data; respond actively to issues or discrepancies.
Serve clients in a consultative role with an emphasis on exceptional client service and identification of value-added services; proactively interact with key client management to gather information, resolve problems, and make recommendations for business and process improvements.
Participate in the firm’s practice development efforts by designing and leading customized presentations and proposals to the stated needs and expectations of the clients and their organizations, creating innovative approaches with new/non-traditional clients and identifying additional services and revenue streams with current clients.
Ensure and provide evidence that all direct reports/coaches are actively engaged in performance improvement/development activities specific to their needs.
Communicate clear performance goals, priorities and required competencies to others.
Use coaching and managerial skills to enhance the development and growth of others.
Work to develop responsible trained staff by assisting in retention, developing training material and acting as an instructor 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.