What are the responsibilities and job description for the Senior Tax Manager, Financial Institutions position at Whitley Penn?
*** Dallas or San Antonio ***
How We Work:
Whitley Penn has become one of the most distinguished and fastest growing public accounting firms by providing exceptional service that reaches far beyond traditional accounting. We believe in working in collaborative teams with an emphasis on an open-door policy and encouraging entrepreneurial thinking. We learn, innovate, and succeed by sharing knowledge, embracing diversity, and working together. We are all part of the same family and each person matters. We are more than just a job.
How Will You Make an Impact?
- 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.
- 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.
How Will You Get Here?
- 7 years of experience in public accounting, demonstrating a progression in tax return complexity, scope, and research.
- CPA certification
- Bachelor's or Master’s in Accounting
- 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 Should You Apply?
- Firm Paid Medical Insurance (Free Employee Only Coverage on 2 of 3 plans)
- Voluntary Dental and Vision Insurance
- 17 Annual Firm holidays
- 20 – 25 days PTO for Salaried Employees
- Generous PTO for Non-Exempt Team Members
- Paid Maternity and Parental Leave
- 401(k) with Profit Sharing
- Discretionary Bonus Program
- Firm Paid Becker CPA Review Course & Reimbursement for Exam Fees
- 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 on 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: https://www.dropbox.com/s/olsr5xgsgxsntu3/E-Verify Notices.pdf?dl=0. All employment is decided on the basis of qualifications, merit, and business need.
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