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About the Role

Whitley Penn is seeking a Senior Tax Manager with a strong background in Partnerships & Private Equity taxation to serve as a liaison between partners, clients, and professional staff. This role involves managing multiple client engagements, client relationships, and identifying revenue-generating opportunities.

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 (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 client’s 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 firm’s 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 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.
A strong background in partnerships and private equity taxation at both the portfolio company and fund level.
Active CPA license
Bachelor’s degree in accounting; Master’s 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.

Skills

Partnerships & Private Equity taxation
Tax return preparation
Client relationship management
Engagement economics monitoring
Engagement workflow coordination
Coaching and development
Technical research
Client service
Practice development
Communication skills
Leadership

Location

Austin
Open to any Whitley Penn office locations

Work Type

Full-time
Exempt
In-office position

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.
Has become one of the fastest growing public accounting firms by providing exceptional, personalized service that reaches far beyond traditional accounting.
Offers a wide range of Advisory and Consulting services in addition to Audit and Tax solutions.
Works in collaborative teams with an emphasis on an open-door policy, entrepreneurial thinking, and a well-built culture.
Learns, innovates, and achieves by sharing knowledge, embracing new ideas, and working together.
Seeks 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.
All employment is decided on the basis of qualifications, merit, and business need.