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Whitley Penn · 1 day ago

Tax Senior Manager

Fort Worth, TX

Full-time

Onsite

Senior Level

7+ years exp

Whitley Penn is a leading CPA and Consulting firm, seeking a Tax Senior Manager to join their Fort Worth team. The role involves managing multiple client engagements, client relationships, and team development, while ensuring compliance with tax laws and identifying revenue-generating opportunities for the firm.

AccountingProfessional Services

Growth Opportunities

No H1B

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

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

Qualification

CPA certificationPublic accounting experienceTax law knowledgeClient relationship managementRisk assessmentCoaching skillsCommunicationTeam collaboration