Tax Manager

Job Description

Job Description

When you work at Whittlesey, you join a diverse team who provide today’s business leaders with leading assurance, advisory, tax, and technology services.

Whittlesey is proud to announce that we have been named a Best of the Best Firm by INSIDE Public Accounting (IPA), an award-winning newsletter for the public accounting profession.

Whittlesey is the only Connecticut and Western Massachusetts-based firm to make this list. IPA’s annual Best of the Best list ranks top accounting firms with superior financial and operational performance in the most recent fiscal year.

We currently have an exciting career opportunity for a Tax Manager to join our team. We are targeting candidates from the Northeast! This position is a hybrid position.

Hybrid team members alternate their time between working remotely, at the office, or at client locations. We believe this model encourages collaboration and creativity while still providing team members with flexibility.

Our Culture

Whittlesey has the experience and expertise of a large, national firm, with the responsiveness of a local firm. That means our team members have access to the resources necessary to develop their career, while also receiving personal coaching and mentoring.

From the Managing Partner on down, our leadership fosters an open-door policy. We are committed to providing expert service to our clients across all our service areas, and we know that can only be done by employing talented and driven individuals.

Collaboration and community are key values to our culture. Whether you are new to the Firm or have been here for several years, we respect each employee’s unique talents and we value their contributions.

Whittlesey is dedicated to the communities where we live and work. We sponsor community-driven events throughout the year, and we encourage our partners and team members to become actively involved in volunteerism.

Benefits and Work Life Integration

Meeting your professional goals does not mean you need to sacrifice your personal life, which is why we adhere to a culture of work-life integration.

We offer our employees flexible work schedules depending on the needs of their department. We also offer competitive paid time off program.

Whittlesey also offers a competitive subsidized benefit package including medical and dental coverage. Other benefits include LTD, STD, and life insurance, all paid entirely by the firm and a 401(k) plan that includes profit sharing.

What you will be doing

• Participates in client strategic planning including analysis, plan development, recommendations, and presentations
• Monitors audit profitability, suggest measures to improve procedures
• Establishes project budget for tax services and manages those budgets throughout the engagement process
• Assists with client billings to ensures write-offs are appropriate
• Represents clients on IRS matters before federal and state tax authorities
• Coordinate various phases of large tax engagements, including staff requirements, locations to be visited, and scheduling
• Monitors budget throughout engagements through reporting and analytics to ensure profitability
• Provides a high level of technical expertise to team members by keeping abreast of industry standards
• Coordinates and direct meetings / presentations to clients and prospective clients
• Understands client satisfaction on engagement to help ensure client retention
• Supervises and conducts in-house continuing education seminars
• Participates in on-site and virtual interviews of experienced staff as needed
• Identifies additional services to existing clients and establishing new business through contacts and referrals
• Begins to cross-sell services and bring in additional projects from existing clients
• Ensures that all documentation required for Quality Control and Peer Review is included on all the assignments
• Develops team members through the Performance Management Process, provides weekly check-ins and providing real-time feedback to enhance growth and development of others

What you must have

• Bachelor’s degree in accounting from an accredited college or university and / or equivalent years of experience
• CPA license required
• Minimum five years of experience in tax compliance (Industry specific knowledge maybe required)
• Previous experience managing work teams preferred
• Ability to communicate both verbally and in writing
• Valid State Driver’s License required

Whittlesey is dedicated to building a diverse and inclusive workforce, so we encourage you to apply even if you feel you may not be an exact fit.

Qualified applicants will receive consideration for employment regardless of their race, color, religion, sex, sexual orientation, gender, gender identity, age, national origin or protected veteran status and will not be discriminated based on disability.

Join us and make a meaningful impact in a collaborative and innovative environment. Apply now to be part of our team!