Tax Senior Manager, Partnerships/Private Equity

Discover Your Potential at Whitley Penn • Houston, TX

5d • Onsite

About The Position

Whitley Penn is seeking a Tax Senior Manager with a strong background in partnerships and private equity taxation. The Senior Manager serves as a liaison among partners, clients, and professional staff and is responsible for managing multiple client engagements and relationships, setting expectations, monitoring engagement economics, and coordinating workflow. The role also includes identifying revenue-generating opportunities, providing consultative client service, and guiding the development and growth of staff.

This is an in-office position based in Houston, Texas, and is 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. The position is full-time and exempt.

Requirements

• At least 7 years of public accounting experience, demonstrating 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, with 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 1065, 1040, 1120, and 1120S tax returns, 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 contact with clients throughout the year, develop thorough knowledge of their businesses, and own the end-to-end client relationship.
• Review and analyze engagement economics reports and data, and respond to issues or discrepancies.
• Provide consultative client service, proactively interact with key client management, gather information, resolve problems, and recommend business and process improvements.
• Participate in 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 with current clients.
• Ensure direct reports and coaches are engaged in performance improvement and development activities tailored to their needs.
• Communicate clear performance goals, priorities, and required competencies.
• Use coaching and managerial skills to support the development and growth of others.
• Help develop, train, and retain staff by preparing training materials and instructing 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