Tax Manager

Whittlesey

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

• Engage in strategic client planning, including analysis, plan development, recommendations, and presentations.
• Manage project budgets for tax services, ensuring profitability throughout the engagement process.
• Absorb and manage client billings, ensuring appropriate write-offs.
• Represent clients in IRS matters before federal and state tax authorities.
• Cook up various phases of large tax engagements, managing staff requirements, scheduling, and locations to ensure smooth operations.
• Utilize reporting and analytics to monitor budgets throughout engagements and maintain firm profitability.
• Identify additional services for existing clients and establish new business through referrals and contacts.

Requirements

• Bachelor’s degree in accounting from an accredited college or university, and/or equivalent years of experience.
• CPA license required.
• Minimum 5 years of experience in tax compliance.
• Industry specific knowledge may be required.
• Must possess a valid state drivers’ license.

Qualifications

• Must be able to travel up to 25% of the time.
• Must be able to work flexible hours, including evenings and weekends.

Skills

• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Ability to manage multiple projects simultaneously.
• Proficiency in Microsoft Office Suite.

Benefits

• Flexible work schedules.
• Competitive paid time off program.
• Subsidized medical and dental coverage.
• LTD and life insurance, all paid by the Firm.
• Profit-sharing 401(k) plan.

Pay

Compensation is commensurate with experience.

Schedule

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