Tax Senior Manager

Discover Your Potential at Whitley Penn • San Antonio, TX

5d • Hybrid

About The Position

Whitley Penn is hiring a Tax Senior Manager to manage multiple client engagements and relationships while serving as the liaison among partners, clients, and professional staff. The role oversees tax return preparation and review, engagement workflow and economics, client service planning, tax research and compliance, and client representation in tax examinations when appropriate. The Senior Manager also contributes to practice development, identifies opportunities to expand client services, and coaches and develops staff. The position is full-time and exempt, with a hybrid work arrangement. The general schedule is Monday through Friday, eight hours per day between 8 a.m. and 5 p.m.; overtime may be needed.

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 preferred.

Responsibilities

• Serve as liaison between partners, clients, and professional staff.
• Manage multiple tax returns and client engagements, client relationships and expectations, engagement economics, and 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, involving quality control 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, 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.
• Support practice development by designing and leading customized presentations and proposals, developing approaches for new or non-traditional clients, and identifying additional services and revenue opportunities for current 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.
• Coach and manage staff to support their development and growth.
• Support staff retention and training by developing 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