Tax Supervisor - Hybrid, Team Leadership & Growth

Whittlesey; Hartford (CT); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

LTD & life insurance

401(k) with profit sharing

Flexible work schedules

Job summary

Whittlesey, a respected accounting firm in Hartford, seeks a Tax Supervisor to join the Tax team in a hybrid work arrangement. You will oversee tax engagements, ensuring documentation, deadlines, and client expectations are met.

You will manage multiple engagements, lead budgeting and planning, and coordinate schedules with staff and clients, while maintaining effective written and verbal communication. A CPA and 4+ years of tax experience are required or pursued.

Qualifications

• 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 - state dependent
• Minimum 4 years of experience in tax compliance. Industry specific knowledge required.
• Must possess a valid state drivers’ license.

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.
• Coordinate 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.
• Monitor the status 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.

Skills

Tax compliance

Budgeting

Client communication

Education

Bachelor's degree in accounting

CPA license or candidate

150 credit hours for CPA

Job description

Whittlesey, a respected accounting firm in Hartford, seeks a Tax Supervisor to join the Tax team in a hybrid work arrangement. You will oversee tax engagements, ensuring documentation, deadlines, and client expectations are met.

You will manage multiple engagements, lead budgeting and planning, and coordinate schedules with staff and clients, while maintaining effective written and verbal communication. A CPA and 4+ years of tax experience are required or pursued.