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About the Role
Whitley Penn is seeking a Tax Manager with a strong background in Partnerships & Private Equity taxation to join their team. This role is responsible for the efficient, accurate, complete, and timely preparation of all client assignments, requiring advanced technical, management, and supervisory skills. The Tax Manager will manage multiple tax projects and client engagements simultaneously, coordinate workflow, and develop new business for the firm.
Responsibilities
- Assume responsibility for all phases of engagements, including supervision of associates, managing client satisfaction and planning, scheduling and staffing, using firm policies and procedures.
- Review and/or prepare 1065, 1040, 1120, and 1120S tax returns, quarterly estimates, extensions and year-end projections.
- Review and/or prepare various types of complex tax returns; perform technical tax review and approval of all tax returns and governmental tax examinations of any complexity.
- Identify and research technical issues to assure compliance with federal, state and local tax laws and regulations.
- Ensure that financial statements, tax returns and other deliverables are prepared in accordance with professional and firm standards.
- Delegate and manage governmental tax examinations; may represent the client before the appropriate taxing authorities.
- 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.
- Own and monitor client relationship over the entire engagement process; communicate progress of engagements, problems, and resolutions to client.
Requirements
- 5+ years of Public Accounting experience
- 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
- A professional appearance, demeanor, and positive attitude.
- Extensive knowledge of Internal Revenue Code and other tax laws, regulations, and guidance with the ability to research and apply theory and experience to individual circumstances.
- Strong organizational and time management skills; ability to manage multiple engagements and projects, simultaneously.
- 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 preparation
- Tax review
- Technical research
- Client service
- Consultative skills
- Relationship management
- Organizational skills
- Time management
- Risk assessment
- Communication skills
- Leadership
Location
- Austin, TX
- Other Whitley Penn office locations
Work Type
- Full-time
- Exempt
- In-office position
Experience Level
- Manager
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.
- All employment is decided on the basis of qualifications, merit, and business need.