Whitley Penn
Join Whitley Penn as a
Tax Manager
in Houston, TX.
Salary: $90,000.00–$150,000.00 per year.
Whitley Penn, a leading CPA and Consulting firm, is looking for a Tax Manager to join our Houston team! The Tax Manager is responsible for the efficient, accurate, complete, and timely preparation of all client assignments, managing multiple tax projects and client engagements simultaneously, and developing 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.
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.
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.
Review and/or prepare 1120, 1120S, 1040, 1065, 990, 990PF, 706, and 1041 tax returns.
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.
Qualifications
5+ years of Public Accounting experience
CPA certification
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.
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 summer and winter breaks
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 review the disclosure notifications at https://www.dropbox.com/s/olsr5xgsgxsntu3/E-Verify%20Notices.pdf?dl=0. All employment is decided on the basis of qualifications, merit, and business need.
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Tax Manager
in Houston, TX.
Salary: $90,000.00–$150,000.00 per year.
Whitley Penn, a leading CPA and Consulting firm, is looking for a Tax Manager to join our Houston team! The Tax Manager is responsible for the efficient, accurate, complete, and timely preparation of all client assignments, managing multiple tax projects and client engagements simultaneously, and developing 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.
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.
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.
Review and/or prepare 1120, 1120S, 1040, 1065, 990, 990PF, 706, and 1041 tax returns.
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.
Qualifications
5+ years of Public Accounting experience
CPA certification
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.
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 summer and winter breaks
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 review the disclosure notifications at https://www.dropbox.com/s/olsr5xgsgxsntu3/E-Verify%20Notices.pdf?dl=0. All employment is decided on the basis of qualifications, merit, and business need.
#J-18808-Ljbffr