Senior Tax Manager

Whittlesey; Hartford (CT); Hybrid; USD 130,000 - 180,000; Full time

Benefits offered by this job

Competitive PTO

Medical and dental coverage

LTD and life insurance

401(k) with profit sharing

Job summary

Whittlesey in Hartford, CT, is seeking a Senior Tax Manager to join our Tax Team in a hybrid role that alternates between remote and client-site work. You will oversee strategic planning, client discussions, and tax project budgets while guiding staff and improving profitability.

The position requires CPA licensure, a bachelor’s degree in accounting, and 8+ years of tax experience. We offer a flexible PTO program, medical/dental coverage, LTD and life insurance, and a 401(k) with profit sharing.

Qualifications

• Bachelor’s degree in accounting required.
• CPA license required.
• Minimum 8 years of experience in tax compliance.
• Must possess a valid state drivers’ license.

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.
• Monitor 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.

Education

Bachelor's degree in accounting

CPA license

Job description

When you work at Whittlesey, you join a diverse team that provides today’s business leaders with leading assurance, advisory, tax, and technology services.

Whittlesey is proud to announce that we have been named one of the “Best of the Best" Firms and one of the “Top 200 Firms” by INSIDE Public Accounting (IPA), an award-winning newsletter for the public accounting profession. IPA’s annual “Best of the Best” list ranks top accounting firms with superior financial and operational performance in the most recent fiscal year.

We have an exciting career opportunity for a Senior Tax Manager to join our Tax Team. This position is a hybrid position. Hybrid team members alternate between working remotely at the office, or client locations. This model encourages collaboration and creativity while still providing team members with flexibility.

Our Culture

Whittlesey has the experience and expertise of a large, national firm with the responsiveness of a local firm. That means our team members have access to the resources necessary to develop their careers while also receiving personal coaching. From the Managing Partner on down, our leadership fosters an open-door policy. We are committed to providing expert service to our clients across all our service areas, and we know that can only be done by employing talented and driven individuals.

Collaboration and community are key values in our culture. Whether you are new to the Firm or have been here for several years, we respect each team member’s unique talents and value their contributions. Whittlesey is dedicated to the communities where we live and work. We sponsor community-driven events throughout the year and encourage our partners and team members to become actively involved in volunteerism.

Benefits And Work-Life Integration

Meeting your professional goals does not mean you must sacrifice your personal life, which is why we adhere to a culture of work-life integration. We offer our team members flexible work schedules depending on their department’s needs and a competitive paid time off program.

Whittlesey also offers a competitive subsidized benefit package that includes medical and dental coverage. Other benefits include LTD and life insurance, all paid entirely by the Firm, and a 401(k) plan that includes profit sharing.

What You Will Be Doing

• 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.
• Monitor 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.

What You Must Have

• 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.

Whittlesey is dedicated to building a diverse and inclusive workforce, so we encourage you to apply even if you feel you may not be an exact fit. 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.

Join us and make a meaningful impact in a collaborative and innovative environment.