What are the responsibilities and job description for the Tax Supervisor position at Whittlesey?
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 Supervisor 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
- 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.
What you must have
- 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.
- Minimum 4 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. Apply now to be part of our team!