Senior Tax Manager, Financial Institutions

Whitley Penn - Dallas, TX

Full-time - Senior

Dallas, TX

Professional, Scientific, and Technical Services

About the position

The position involves serving as a liaison between the partner, clients, and professional staff in a public accounting firm. The role requires managing multiple tax returns and client engagements, ensuring compliance with tax laws, and providing exceptional client service. The candidate will also be responsible for developing client service plans, managing high-risk situations, and participating in practice development efforts.

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 for engagements in collaboration with the team.
• Manage high-risk situations with quality control involvement, as applicable.
• Identify and research technical issues to assure compliance with tax laws and regulations.
• Delegate and manage governmental tax examinations; may represent the client before taxing authorities.
• Maintain contact with clients throughout the year and possess thorough knowledge of the client and their business.
• 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.
• Participate in the firm's practice development efforts by designing and leading customized presentations and proposals.
• Ensure all direct reports/coaches are engaged in performance improvement 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.
• Assist 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.

Requirements

• 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.
• 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.

Benefits

• 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