Jobs
>
Dallas

    Senior Tax Manager, Financial Institutions - Dallas, United States - Whitley Penn

    Default job background
    Description

    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?


    • 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.
    • Participate in the firm's annual performance management and goal setting process.
    How Will You Get Here?


    • 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.
    • A 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.
    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
    * 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
    Whitley Penn is proud to be an equal opportunity workplace.

    We recruit, employ, train, compensate, and promote without regard to on 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:
    All employment is decided on the basis of qualifications, merit, and business need.


  • Whitley Penn Dallas, United States

    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 a ...


  • Whitley Penn Dallas, United States

    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 ...


  • Deluxe Fort Worth, United States Full time

    WHO YOU ARE: · Are you a HIGH ENERGY sales and partnership development professional? Have you become known as a tireless CHAMPION for your clients and pride yourself on always doing the right thing? Do you understand how to build value propositions? · ABOUT US: · Deluxe Merchant ...


  • Investment Management Partners Dallas, United States

    My Client is a distinguished private equity investment group headquartered in Dallas, specializing in acquiring non-operated working interests in long-life producing oil and gas properties. Their approach prioritizes long-term value creation through disciplined, fundamentals-base ...

  • BIM - Buy It Mobility Networks

    Settlement Analyst

    2 weeks ago


    BIM - Buy It Mobility Networks Dallas, United States

    Location: DFW/Hybrid/Remote · Company & Position Overview: · BIM is a dynamic and rapidly growing SaaS payments provider dedicated to giving our partners the solution to power in-store, mobile and web commerce. We are seeking a solution-oriented Settlements Analyst. The Settlemen ...


  • Comerica Bank Dallas, United States Full time

    Job Description · Trust Client Assistant, Senior · Our Strategic Alliance is a professional collaboration between two great financial firms. Our alliance allows clients to take advantage of Comerica Bank & Trust, 's professional trust administration capabilities, as well as the ...


  • Globant Dallas, United States

    Position: Compliance/Regulatory Consultant - Financial Services Industry · Location: United States · Overview: Globant, a leading consulting company, seeks a Compliance/Regulatory Consultant focused on the Financial Services Industry (FSI). This individual will ensure digital tra ...


  • Texas Capital Bank Dallas, United States Full time

    Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success — today and tomorrow. · Whil ...

  • PEGASUS Spine & Joint Institute

    Nurse Practitioner

    1 week ago


    PEGASUS Spine & Joint Institute Dallas, United States

    Pegasus Spine & Joint Institute is a physician-led, close-knit team that has been long-respected in North Texas. We are passionate about patients and we are leading the state of Texas toward better healthcare practices. · Role Description · Part-time and Full-time available, on-s ...

  • Federal Reserve System

    Senior/Lead Data

    3 days ago


    Federal Reserve System Dallas, United States Full time

    Company · Federal Reserve Bank of AtlantaFederal Reserve Financial Services (FRFS) delivers a suite of payments services to financial institutions via FedLine Solutions, Fedwire, National Settlement Service (NSS), FedCash, FedACH (Automated Clearing House), Check Services, and ...


  • Virtus Investment Partners Dallas, United States Full time

    Our employees are our most valuable asset. · Job Description · *Based in CA or CO* · ABOUT THE TEAM: · Virtus employs a comprehensive, dedicated multi-market and multi-channel distribution approach to access the broadest base of potential clients in the U.S. and select markets in ...


  • Selby Jennings Dallas, United States

    Title: ABL Senior Credit Analyst · Location: Dallas, TX · Onsite 5 days a week · My client is a growing alternative investment advisory firm looking to add a credit specialist to their asset management group. This individual will work directly alongside the investment team in ord ...

  • Motion Recruitment

    Scrum Master

    1 week ago


    Motion Recruitment Dallas, United States

    Outstanding long-term contract opportunity A well-known Financial Services Company is looking for a Technology Business Systems Consultant in Dallas, TX(Hybrid). · MUST HAVE EXPERIENCE WITH SWIFT AND ISO · Work with the brightest minds at one of the largest financial institution ...


  • Jefferies Dallas, United States

    Jefferies Private Capital Advisory is one of the pre-eminent advisors to financial sponsors and institutional limited partners on transactions involving the private equity secondary market. Our professionals work closely with private equity sponsors seeking to utilize the seconda ...


  • Grant Thornton Dallas, United States Full time

    As a Regulatory Compliance and Operational Risk Senior Associate, you will get the opportunity to grow and contribute to our clients' business needs by providing in-depth technical knowledge on emerging regulations and help organizations leverage efficiencies within the Risk Advi ...


  • Akerman LLP Dallas, United States

    Akerman LLP seeks Associates with 2 to 6 years of experience in commercial litigation for the Consumer Financial Services, Data and Technology Practice Group. Excellent legal research, writing and analytical skills, as well as federal and state court experience are required. Fina ...


  • Crossley Scott Dallas, United States

    Join our innovative team a pioneering leader in the renewable energy sector. We are dedicated to advancing sustainability and excellence in the energy market. Our company thrives on integrity, expertise, and a commitment to transformative projects. · Position Overview: We are see ...


  • TotalMed Staffing Dallas, United States

    TotalMed Staffing is seeking an experienced Physical Therapist for an exciting Travel Allied job in Dallas, OR. Shift: 4x10 hr days Start Date: 06/10/2024 Duration: 13 weeks Pay: $2229.6 / Week Physical Therapist | PT - PT | Dallas, Oregon | $ Weekly · Job Description · TotalMed ...


  • Simmons bank Dallas, United States Full time

    It's fun to work in a company where people truly BELIEVE in what they're doing · We're committed to bringing passion and customer focus to the business. · Simmons Bank is a dynamic regional community bank with the full financial capabilities to meet the unique needs of our custo ...

  • Park Cities Baptist Church

    Staff Accountant

    1 week ago


    Park Cities Baptist Church Dallas, United States

    The Staff Accountant is responsible for the timely, accurate completion of all financial functions and conformity to the Generally Accepted Accounting Principles (GAAP). This role will maintain the integrity of all the financial tools used within the organization and serve as sup ...