Tax Senior Manager

Whitley Penn • Fort Worth, TX

10d • Onsite

About The Position

Whitley Penn is seeking a Tax Senior Manager to serve as the liaison between partners, clients, and professional staff. The role manages multiple tax engagements and client relationships, monitors engagement economics and workflow, identifies opportunities for additional firm revenue, and supports the development of team members. This is an in-office position in Fort Worth, Texas, with a general schedule of 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.

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 1065, 1040, 1120, and 1120S tax returns, quarterly estimates, extensions, and year-end projections.
• Develop comprehensive client service plans with the 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’ businesses, and manage end-to-end client relationships.
• 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.
• Contribute to practice development by designing and leading tailored 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 participate in performance improvement and development activities tailored to their needs.
• Communicate performance goals, priorities, and required competencies.
• Use coaching and management skills to support the development and growth of others.
• Help retain and develop staff, create 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, including 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