Whitley Penn · 14 hours ago
Tax Manager
Whitley Penn is a leading CPA and Consulting firm seeking a Tax Manager to join their Houston team. The Tax Manager will be responsible for the efficient and accurate preparation of client assignments, managing multiple tax projects, and developing associates while ensuring compliance with tax laws.
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, 1065, 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
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 preferred
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
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.
Funding
Current Stage
Late StageRecent News
2025-12-01
PR Newswire
2025-11-11
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