Tax Senior Manager, Private Equity/Partnerships
Tax Senior Manager, Private Equity/Partnerships
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Job Description
Whitley Penn a leading CPA and Consulting firm is looking for a Tax Senior Manager with Private Equity/Partnership experience to join our team!The Senior Manager is the liaison between the partner the client and the professional staff. Senior Managers are responsible for multiple client engagements simultaneously. Senior Managers are responsible for managing client relationships and expectations identifying and creating revenue generating opportunities for the Firm monitoring engagement economics and coordinating engagement workflow. Senior Managers are responsible for guiding and providing support and motivation for the development and growth of others.
Note: This opportunity is available in Dallas or Plano.
How We Work:
Whitley Penn has become one of the most distinguished and fastest growing public accounting firms by providing exceptional service that reaches far beyond traditional accounting. We believe in working in collaborative teams with an emphasis on an open-door policy and encouraging entrepreneurial thinking. We learn innovate and succeed by sharing knowledge embracing diversity and working together. We are all part of the same family and each person matters. We are more than just a job.
How Will You Make an Impact
- Serve as a liaison between the partner the client and the professional staff.
- Assume full responsibility for multiple tax returns and client engagements simultaneously; manage client relationships and expectations monitor engagement economics and coordinate engagement workflow.
- Develop comprehensive client service plans (meetings dates assignments etc.) for engagements in collaboration with team.
- Manage high risk (firm and engagement) situations with QC involvement as applicable.
- Identify and research technical issues to assure compliance with federal state and local tax laws and regulations.
- Delegate and manage governmental tax examinations; may represent the client before the appropriate taxing authorities.
- Maintain contact with clients throughout the year; possess a thorough knowledge of the client and all facets of clients business; own the end to end relationship.
- Monitor engagement economics by reviewing and analyzing reports and data; respond actively to issues or discrepancies.
- Serve clients in a consultative role with an emphasis on exceptional client service and identification of value-added services; proactively interact with key client management to gather information resolve problems and make recommendations for business and process improvements.
- Participate in the firms practice development efforts by designing and leading customized presentations and proposals to the stated needs and expectations of the clients and their organizations creating innovative approaches with new/non-traditional clients and identifying additional services and revenue streams with current clients.
- Ensure and provide evidence that all direct reports/coaches are actively engaged in performance improvement/development activities specific to their needs.
- Communicate clear performance goals priorities and required competencies to others.
- Use coaching and managerial skills to enhance the development and growth of others.
- Work to develop responsible trained staff by assisting in retention developing training material and acting as an instructor in professional development programs.
- Participate in technical and professional training throughout the year.
How Will You Get Here
- 7 years of experience in public accounting demonstrating a progression in tax return complexity scope and research.
- CPA certification
- Bachelors or Masters in Accounting
- Extensive knowledge of the Internal Revenue Code and other tax laws regulations and guidance.
- Extensive knowledge of PE/Partnership tax.
- A professional appearance demeanor and 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 communication skills both orally and in writing; actively listens and clearly communicates ideas and information.
- Ability to lead and work respectfully and productively with diverse individuals in a variety of roles.
Why Should You Apply
- Firm Paid Medical Insurance(Free Employee Only Coverage on 2 of 3 plans)
- Voluntary Dental and Vision Insurance
- 17 Annual Firm holidays with extended summer and winter breaks
- 25 days PTO for Salaried Employees
- Paid Maternity and Parental Leave
- 401(k) with Profit Sharing
- Discretionary Bonus Program
- Health & Wellness Program
- Pet Insurance
Whitley Penn is proud to be an equal opportunity workplace. We recruit employ train compensate and promote without regard to on age race creed gender color religion national origin sexual orientation gender identity veteran status disability or any other basis protected by applicable federal state or local law. Whitley Penn is a participant in E-Verify please follow the link to review disclosure notifications: All employment is decided on the basis of qualifications merit and business need.
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Required Experience:
Senior Manager
Employment Type
Full-Time
