Tax Senior Manager, Partnerships/Private Equity

Whitley Penn • Plano, TX

6d • Onsite

About The Position

Whitley Penn is hiring 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 simultaneously. The position includes overseeing engagement workflow and economics, identifying opportunities to generate revenue, and supporting the growth and development of team members. An active CPA license is required.

This is an in-office, exempt, full-time position in the Tax department. The general schedule is Monday through Friday, eight hours per day between 8 a.m. and 5 p.m., with overtime as needed. The role may be based in Dallas, Plano, or Fort Worth, Texas, and is open to any Whitley Penn office location.

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, 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, managing client relationships and expectations, monitoring engagement economics, and coordinating 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 applicable, 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.
• Monitor engagement economics by reviewing and analyzing reports and data, and respond to issues or discrepancies.
• Provide consultative client service, identify value-added services, interact with client management, 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 streams for current clients.
• Ensure direct reports and coaching relationships are actively 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 others' development and growth.
• Help develop, train, and retain staff by preparing training materials and serving 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.

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