Whitley Penn · 16 hours ago
Tax Manager
Dallas, TX
Full-time
Onsite
Senior Level
5+ years expWhitley Penn is a leading CPA and Consulting firm, and they are looking for a Tax Manager to join their Dallas team. The Tax Manager will oversee client assignments, manage multiple tax projects, and ensure compliance with tax laws while providing exceptional client service.
AccountingProfessional Services
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, 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
Qualification
Required
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
Preferred
Master's degree
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 for Salaried Employees
Paid Maternity and Parental Leave
401(k) with Profit Sharing
Discretionary Bonus Program
Health & Wellness Program
Pet Insurance
Company
Whitley Penn
Whitley Penn is a Texas-based full service public accounting firm.
501-1000 employees
H1B Sponsorship
Whitley Penn has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (3)
2022 (2)
2021 (3)
Funding
Current Stage
Late StageLeadership Team
Nathen McEown
Chief Executive Officer
M
Mark Topel
Tax Partner
Recent News
2026-01-03
2025-12-01
PR Newswire
2025-11-11
Company data provided by crunchbase