Hybrid Tax Manager: Strategic Client Advisory

Whittlesey; Hamden (CT); Hybrid; USD 110,000 - 150,000; Full time

Benefits offered by this job

Hybrid work model

PTO

Medical & dental coverage

LTD & life insurance

401(k) with profit sharing

Job summary

Whittlesey is seeking a Tax Manager to join our Tax team in a hybrid role, alternating between remote work and client sites. The position requires a CPA and at least 5 years of tax compliance experience, with a Bachelor's in accounting. The firm emphasizes collaboration, client service, and community involvement.

We offer a flexible work-life integration culture, strong benefits, and opportunities to advance within a national-firm framework with local responsiveness.

Qualifications

• Bachelor's degree in accounting or equivalent experience.
• CPA license required.
• Minimum 5 years of experience in tax compliance.
• Must possess a valid state driver's license.

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.
• Assist with client billings, ensuring appropriate write-offs.
• Represent clients in IRS matters before federal and state tax authorities.
• Coordinate 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.

Skills

Tax experience

Driver's license

Education

Bachelor's degree in accounting

CPA license

Job description

Whittlesey is seeking a Tax Manager to join our Tax team in a hybrid role, alternating between remote work and client sites. The position requires a CPA and at least 5 years of tax compliance experience, with a Bachelor's in accounting. The firm emphasizes collaboration, client service, and community involvement.

We offer a flexible work-life integration culture, strong benefits, and opportunities to advance within a national-firm framework with local responsiveness.