Tax Senior Manager
About The Position
Whitley Penn is seeking a Tax Senior Manager to manage multiple client engagements and serve as the liaison among partners, clients, and professional staff. The role includes managing client relationships and expectations, monitoring engagement economics, coordinating workflow, and identifying opportunities to generate revenue for the firm. The Senior Manager also supports the development and growth of team members. The position is in the Tax department and is classified as full-time and exempt. The work arrangement is hybrid, with a general Monday–Friday schedule of eight hours per day between 8 a.m. and 5 p.m.; overtime may be needed. Whitley Penn describes its culture as collaborative, entrepreneurial, open-door, and focused on sharing knowledge, innovation, and teamwork. The Senior Manager assumes responsibility for multiple tax returns and engagements, reviews and/or prepares individual, partnership, corporate, and S corporation returns, and advises clients on tax matters. The role includes technical research, tax examination coordination and possible representation before taxing authorities, client service planning, risk management, practice development, and staff coaching and development.
Requirements
- At least 7 years of public accounting experience, demonstrating 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, 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 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, develop thorough knowledge of clients and their businesses, and own end-to-end client relationships.
- Review and analyze reports and data to monitor engagement economics and respond to issues or discrepancies.
- Provide consultative client service, identify value-added services, 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 coachees participate in performance improvement and development activities tailored to their needs.
- Communicate performance goals, priorities, and required competencies to others.
- Use coaching and management skills to support the development and growth of others.
- Help develop and retain trained staff by creating 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 insurance.
- Voluntary 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.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
