What are the responsibilities and job description for the Tax Manager position at Whitlock & Company, P.C.?
Join a Firm Where Your Impact Matters – Tax Professional Opportunity at Whitlock & Company
Are you ready to break free from the bureaucracy of big firms and make a real difference in a close-knit, high-performing team?
Whitlock & Company, is a boutique CPA firm with a bold mission: deliver exceptional tax and accounting services with a personal touch. We're not just another firm — we're a place where your voice is heard, your expertise is valued, and your growth is prioritized.
We're looking for a Tax Professional who thrives in a collaborative environment and is passionate about helping individuals and businesses succeed.
What You'll Do
If you're looking for more than just a job — if you want to be part of a firm that values your contributions and invests in your future — we'd love to meet you. Apply today and discover what it's like to work where your work truly matters.
Are you ready to break free from the bureaucracy of big firms and make a real difference in a close-knit, high-performing team?
Whitlock & Company, is a boutique CPA firm with a bold mission: deliver exceptional tax and accounting services with a personal touch. We're not just another firm — we're a place where your voice is heard, your expertise is valued, and your growth is prioritized.
We're looking for a Tax Professional who thrives in a collaborative environment and is passionate about helping individuals and businesses succeed.
What You'll Do
- Prepare and review of individual tax returns (1040)
- Prepare and review business returns (1120, 1120S, 1065) for corporations, S-corps, and partnerships
- Identify tax-saving opportunities and guide clients through credits and deductions
- Build trusted relationships with clients through proactive communication
- Stay sharp on evolving IRS and state tax regulations
- Contribute to strategic tax planning and projections
- Attend community and chamber events, engage in networking opportunities
- Maintain meticulous records that reflect our commitment to excellence
- 4 years of hands-on experience in tax preparation and review
- Proficiency in UltraTax or similar tax software, plus Microsoft Office
- Strong command of tax code and compliance for individuals and small businesses
- CPA or EA designation preferred (but not required)
- Exceptional attention to detail and communication skills
- A team-first mindset and willingness to work onsite in a supportive environment
- Competitive compensation tailored to your experience
- A supportive team culture where collaboration is key
- Flexible scheduling outside of peak tax season
- Paid continuing education and licensing support
- Direct access to leadership and meaningful client relationships
- A chance to grow your career without sacrificing your life
If you're looking for more than just a job — if you want to be part of a firm that values your contributions and invests in your future — we'd love to meet you. Apply today and discover what it's like to work where your work truly matters.