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About the Role

The Senior Tax Manager serves as the primary liaison between partners, clients, and professional staff, managing multiple client engagements simultaneously. This role involves cultivating client relationships, identifying revenue-generating opportunities, monitoring engagement economics, and coordinating workflow, while also guiding and supporting the development of team members.

Responsibilities

• 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 prepare 1065, 1040, 1120, and 1120S tax returns, quarterly estimates, extensions and year-end projections.
• Develop comprehensive client service plans for engagements in collaboration with the team.
• Manage high-risk situations with Quality Control 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.
• Represent the client before the appropriate taxing authorities.
• Maintain contact with clients throughout the year, possessing a thorough knowledge of the client and their business.
• Own the end-to-end client relationship.
• 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 practice development efforts by designing and leading customized presentations and proposals.
• Create innovative approaches with new/non-traditional clients.
• Identify 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.
• 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 firm’s annual performance management and goal setting process.

Requirements

• 7+ years of experience in public accounting, demonstrating a progression in tax return complexity, scope, and research.
• Active CPA license.
• 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.

Skills

• Tax return preparation
• Client relationship management
• Engagement management
• Technical research
• Coaching
• Leadership
• Communication (oral and written)
• Problem-solving
• Risk assessment
• Consultative selling

Location

• Hybrid

Work Type

• Full-time
• Exempt
• Hybrid

Experience Level

• Senior

Education Level

• Bachelor's degree in accounting
• Master's degree preferred

Benefits

• 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

About the Company

• Whitley Penn is one of the nation’s leading audit, tax, and advisory firms.
• Whitley Penn has become one of the fastest growing public accounting firms by providing exceptional, personalized service that reaches far beyond traditional accounting.
• In addition to Audit and Tax solutions, we offer a wide range of Advisory and Consulting services.
• We 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.
• We’re looking for professionals who think like owners and want to be part of shaping a high-growth firm.

Equal Opportunity

• 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.