Tax Supervisor

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

• Review the work assignments of associates and senior associates on tax engagements to ensure documentation is appropriate, accurate, and submitted on time.
• Manage multiple tax engagements at various stages, monitoring processes to meet client deadlines.
• Cook up engagement schedules, ensuring the necessary team members are assigned and aware of their expectations.
• Lead engagement planning, including budgeting and strategic development, by proactively collaborating with client management and the tax team.
• Delegate tasks effectively, completing tax engagement budgets and communicating expectations clearly to team members.
• Maintain oversight of each tax engagement, keeping both staff and management informed of progress to ensure deadlines are met.
• Facilitate communication between the tax team and clients, ensuring expectations are managed and met through written and verbal interactions.
• Monitor budgets throughout engagements using reporting and analytics to ensure profitability.

Requirements

• Bachelor’s degree in accounting from an accredited college or university, and/or equivalent years of experience.
• CPA license or actively pursuing CPA license.
• 150 credit hours for CPA certification or actively pursuing.
• Minimum 4 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

• Strong organizational and time management skills.
• Excellent communication and interpersonal skills.
• Ability to manage multiple projects simultaneously.
• Proficient in Microsoft Office Suite.
• Knowledge of tax laws and regulations.

Benefits

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

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.