Are you an experienced tax professional with a passion for client relations and strategic planning? Join our dynamic team as a Senior Tax Manager and play a key role in managing dynamic client tax assignments, driving revenue growth, and shaping our top regional firm's future!
If the following job requirements and experience match your skills, please ensure you apply promptly.
At Whittlesey, we pride ourselves on fostering an inclusive and supportive work environment that opens doors to enriching experiences and opportunities.
From day one, you’ll have the chance to make a significant impact. We offer various learning and leadership opportunities that will allow you to utilize your unique skills.
Key Responsibilities :
- Client Leadership : Serve as the primary contact for large client tax assignments, providing strategic planning, analysis, and recommendations to drive revenue growth.
- Engagement Management : Oversee multiple tax engagements, including scheduling, staffing, and coordinating workflow to ensure seamless execution.
- Financial Oversight : Manage project budgets, handle client billing, and ensure timely cash collections to drive profitability.
- Expert Representation : Represent clients before federal and state tax authorities, handling IRS matters with expertise.
- Team Development : Provide high-level technical guidance, lead meetings and presentations, and support the professional growth of team members through training, coaching and performance management.
- Business Growth : Develop and execute a marketing plan to build and expand your own book of business. Cross-sell services and identify new projects from existing clients.
- Client Satisfaction : Monitor client satisfaction and engagement to ensure high retention and successful outcomes.
What We’re Looking For :
- Proven experience in managing large tax assignments and client engagements.
- Strong ability to establish and maintain client relationships.
- Expertise in tax strategies and industry standards.
- Excellent communication and leadership skills.
- A track record of successfully managing budgets and driving profitability.
- Ability to develop and execute a marketing plan to grow your own book of business.
Why Join Whittlesey?
Whittlesey is more than a top regional firm - we provide expert services to business leaders across a variety of areas and industries.
When you work at Whittlesey, you get the chance to be a vital contributor to our clients’ businesses and, ultimately, their success.
Our firm will provide you with :
- Growth Opportunities : Be a key player in driving our firm's success and developing your own career.
- Innovative Environment : Work in a forward-thinking firm with a commitment to professional development and client satisfaction.
- Competitive Benefits : Enjoy a comprehensive benefits package and a supportive work environment.
- Hybrid work model : Experience the best of both worlds by blending the flexibility of remote work with the collaborative energy of in-office interactions.
Education and Experience
- Bachelor’s degree in accounting from an accredited college or university and / or
- equivalent years of experience.
- CPA license required.
- Minimum 8 years of experience in tax compliance. Industry specific knowledge required.
- Must possess a valid state drivers’ license
If you’re ready to take on a leadership role and make a significant impact, apply today to become our next Senior Tax Manager.
Your expertise and drive could shape the future of our firm! Apply Now!
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