Senior Tax Manager

About the role

Whittlesey is a diverse team that provides assurance, advisory, tax, and technology services to today’s business leaders. We have been 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

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.

Skills

Technical expertise, client relationship management, strategic planning, budget management, industry knowledge, and presentation skills.

Benefits

Competitive paid time off program, medical and dental coverage, LTD and life insurance, and a 401(k) plan that includes profit sharing.

Pay

Details TBA

Schedule

This position is a hybrid position. Hybrid team members alternate between working remotely at the office, or client locations.