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 ...

  • 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 ...


  • Goldman Sachs Dallas, United States

    LEGAL We work at the intersection of finance and law, providing counsel and advice that support activities across the firm. We handle litigation and arbitration, perform research and due diligence, aid in financing and legal filings, deal with contracts and intellectual property ...

  • Goldman Sachs

    Fund Accounting

    3 weeks ago


    Goldman Sachs Dallas, United States

    Job Description · Controllers ensure that the firm meets all the financial control and reporting obligations of a global, regulated and public financial institution. In the Controllers Department, our professionals measure the profitability of, and risks associated with, every a ...

  • PEGASUS Spine & Joint Institute

    Nurse Practitioner

    3 days 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 ...


  • Paladin Consulting Dallas, United States

    Job Description & Responsibilities: · Loan Support Team members provide customer support for our Products. · Specifically handle loan processing related questions involved with our software functionality. · Trained on assisting customer in using the software accurately. · Do ...


  • Texas A&M University Dallas, United States

    During the application process the · "My Experience · " page has a section provided " Attachments (Resume/CV, References, Cover letter, etc.) " to upload required documents.Use the · Upload · button to add each document.You will be able to upload up to 5 documents. Be aware t ...


  • 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 ...


  • SS&C Dallas, United States

    Associate Manager, Financial Reporting page is loaded · Associate Manager, Financial Reporting · Apply · locations · Edina, MN · Dallas, TX · time type · Full time · posted on · Posted 2 Days Ago · job requisition id · R22010 · SS&C is a global provider of investment ...

  • Motion Recruitment

    Scrum Master

    4 days 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 ...


  • Crowe Dallas, United States Full time

    Description · Summary · Joining our Consulting Financial Services practice is an opportunity to join a dynamic and growing practice which has a passion for serving clients and our community. From day one of your career, you will assist our clients to transform their governance, ...


  • 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 ...


  • 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 ...


  • 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 ...


  • RSM Dallas, United States Full time

    We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture ...

  • Park Cities Baptist Church

    Staff Accountant

    3 days 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 ...