Tax Manager

Whitley Penn, a leading CPA and Consulting firm, is looking for a Tax Manager to

join our team. The Tax Manager is responsible for the efficient, accurate,

complete, and timely preparation of all client assignments. Advanced technical

skills and well-developed management and supervisory skills are required.

Managers are responsible for managing multiple tax projects and client

engagements simultaneously, and scheduling, staffing, and coordinating

engagement workflow. Managers develop, train associates and make associations to

develop new business for the firm.

JOB DETAILS

• Title: Tax Manager
• Classification: Full-time; Exempt
• Department: Tax
• Location: Odessa
• Office Expectations/Hours: Hybrid; general work schedule is Monday – Friday,

8 hours/day between 8am to 5pm with overtime, as needed.

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?

• 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.

How Will You Get Here?

• 5+ years of Public Accounting experience
• 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.

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, 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

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 follow the link to

review disclosure notifications

https://www.dropbox.com/s/olsr5xgsgxsntu3/E-Verify%20Notices.pdf?dl=0

[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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