Tax Senior Manager

Whitley Pennoneofthe nations leading audit tax and advisoryfirms is looking for a Senior Tax Manager 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.

Whitley Penn has become one of the fastest growing public accounting firms by providing exceptional personalized service that reaches far beyond traditional addition to Audit and Tax solutions we offer a wide range of Advisory and Consulting work in collaborative teams with an emphasis on an open-door policy entrepreneurial thinking and a well-built culture. At Whitley Penn we learn innovate and achieve by sharing knowledge embracing new ideas and working together. Were looking for professionals who think like owners and want to be part of shaping a high-growth firm.

Position Details:

• Title: Tax Senior Manager
• Classification: Full-time; Exempt
• Department: Tax
• Office Expectations/Hours: Hybrid; general work schedule is Monday Friday 8 hours/day between 8am to 5pm with overtime as needed.

What You Will Do

• 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.
• Review and/or prepareand 1120S tax returns quarterly estimates extensions and year-end projections.
• 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.
• Participate in the firms annual performance management and goal setting process.

What You Need to Get Here

• 7 years of experience in public accounting demonstrating a progression in tax return complexity scope and research.
• Active CPA license
• Bachelors degree in accounting; Masters degree preferred
• Extensive knowledge of the Internal Revenue Code and other tax laws regulations and guidance.
• 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 Whitley Penn

Our total rewards are incredibly competitive. We work hard and recharge so that we can be our best selves for our clients. Explore some of our benefits below:

• Firm Paid Medical Insurance(Free Employee Only Coverage on 2 of 3 plans)
• Voluntary Dental and Vision Insurance
• 17 Annual Firm holidays with extended breaks around July 4th and year end
• 25 days PTO
• 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 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