Tax Manager

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

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 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

• 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.

What you musthave

• 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 driver's 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.