Assurance Manager; Financial Institutions

Job Description

When you work at Whittlesey, you join a diverse team who provide today’s business leaders with leading assurance, advisory, tax, and technology services.

Whittlesey is proud to announce that we have been named a Best of the Best Firm by INSIDE Public Accounting (IPA), an award‑winning newsletter for the public accounting profession. Whittlesey is the only Connecticut and Western Massachusetts‑based firm to make this list. 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 currently have an exciting career opportunity for a Manager to join our Assurance team. We are targeting candidates from the Northeast; strong audit experience in financial institutions including banks and credit unions. Experience with Employee Benefit Plan audits a plus. This position is a hybrid position. Hybrid team members alternate their time between working remotely, at the office, or at client locations.

We believe this model encourages collaboration and creativity while still providing team members with flexibility.

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 career, while also receiving personal coaching and mentoring. 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 to our culture. Whether you are new to the Firm or have been here for several years, we respect each employee’s unique talents and we value their contributions. Whittlesey is dedicated to the communities where we live and work. We sponsor community‑driven events throughout the year, and we encourage our partners and team members to become actively involved in volunteerism.

Meeting your professional goals does not mean you need to sacrifice your personal life, which is why we adhere to a culture of work‑life integration. We offer our employees flexible work schedules depending on the needs of their department. We also offer competitive paid time off program.

Whittlesey also offers a competitive subsidized benefit package including medical and dental coverage. Other benefits include LTD, STD, and life insurance, all paid entirely by the firm and a 401(k) plan that includes profit sharing.

• Participates in client strategic planning including analysis, plan development, recommendations, and presentations.
• Facilitate client billings to ensure write‑offs are appropriate.
• Manage project budgets throughout the engagements audits by suggesting procedural improvements, establishing project budgets, and utilizing reporting and analytics for profitability.
• Coordinate various phases of large engagements, including staff requirements, locations to be visited, and scheduling.
• Provide high‑level technical expertise to team members by staying abreast of industry standards and conducting in‑house continuing education seminars.
• Understand client satisfaction to ensure retention while also identifying opportunities to cross‑sell additional services and establish new business through contacts, referrals, and projects.
• Ensures that all documentation required for Quality Control and Peer Review assignments.
• Coach & develop team members through performance management, real‑time feedback, and addressing their educational needs.
• Participate in staff interviews while advocating for the firm’s values and mission.

• Bachelor’s degree in accounting from an accredited college or university and/or equivalent years of experience.
• CPA license required.
• Minimum 5 years of audit experience.
• Industry‑specific knowledge in financial institutions, including banking and credit unions. Employee Benefit Plans highly desirable.
• Previous experience managing work teams required.
• Ability to communicate both verbally and in writing.
• Valid State Driver’s License required.

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!