Whittlesey · 19 hours ago
Tax Manager
Holyoke, MA
Full-time
Hybrid
Senior Level
5+ years expWhittlesey is a firm that provides assurance, advisory, tax, and technology services. They are seeking a Tax Manager to engage in strategic client planning, manage project budgets for tax services, and represent clients in IRS matters.
AccountingFinanceFinancial Services
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
Qualification
Required
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 drivers' license
Benefits
Flexible work schedules depending on their department’s needs
Competitive paid time off program
Competitive subsidized benefit package that includes medical and dental coverage
LTD and life insurance, all paid entirely by the Firm
401(k) plan that includes profit sharing
Company
Whittlesey
Whittlesey provides assurance, advisory, tax, and technology services to a broad range of businesses and individuals.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Drew Andrews
Managing Partner
Edward Engberg, CPA
Assurance & Advisory Services Partner
Recent News
Business Weekly
2022-10-28
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