Tax Senior Manager, Partnerships/Private Equity

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 Tax Manager serves as a liaison among partners, clients, and professional staff, and manages multiple client engagements and relationships simultaneously. The role includes overseeing engagement workflow and economics, identifying opportunities to generate revenue, and supporting the professional development of others.

This is an in-office role in Houston, Texas, with flexibility to work from 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. An active CPA license is required.

Whitley Penn describes its culture as collaborative, open-door, entrepreneurial, and focused on learning, innovation, and shared knowledge. The firm provides audit, tax, advisory, and consulting services and seeks professionals interested in contributing to the growth of the firm.

Requirements

• At least 7 years of public accounting experience, with 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; 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 with the engagement team.
• Manage high-risk firm and engagement situations, involving quality control as applicable.
• Identify and research technical tax 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 engagement reports and data, address issues or discrepancies, and monitor engagement economics.
• 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 existing clients.
• Ensure direct reports and coaches are actively engaged in performance improvement and development activities tailored to their needs.
• Communicate performance goals, priorities, and required competencies.
• Use coaching and managerial skills to support the development and growth of others.
• Assist with staff retention, develop training materials, and instruct 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