Senior Tax Manager

About the role

Whittlesey is a diverse team providing assurance, advisory, tax, and technology services to today's business leaders. We were named one of the "Best of the Best" Firms and one of the "Top 200 Firms" by INSIDE Public Accounting (IPA).

Responsibilities

• Oversee strategic client planning, including detailed analysis, plan development, and impactful presentations.
• Manage tax profitability by analyzing procedures and suggesting improvements.
• Establish and manage project budgets for tax services throughout the engagement process.
• Represent clients in IRS matters before federal and state tax authorities.
• Manage large tax engagements, including staffing, scheduling, and location requirements to ensure smooth operations.
• Maintain engagement budgets through analytics and reporting, making adjustments as needed to maintain profitability.
• Provide technical expertise to team members, staying current with industry standards and acting as a subject matter expert.
• Direct all client meetings and presentations, fostering strong relationships with current and prospective clients.
• Identify additional services for existing clients and develop new business through referrals and contacts, including cross-selling opportunities.
• Develop a well-defined marketing plan and work towards building your own book of business.

Requirements

• 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.

Qualifications

• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Ability to manage multiple projects simultaneously.
• Experience with tax software and compliance processes.
• Knowledge of tax laws and regulations.

Skills

• Tax compliance and planning.
• Client relationship management.
• Project management.
• Technical expertise in tax services.

Benefits

• Flexible work schedule.
• Competitive paid time off program.
• Subsidized medical and dental coverage.
• LTD and life insurance.
• Profit-sharing 401(k) plan.

Pay

Compensation is commensurate with experience.

Schedule

This is a hybrid position, alternating between remote work and client locations.