Tax Supervisor

Tax Supervisor

When you work at Whittlesey, you join a diverse team that provides today's business leaders with leading assurance, advisory, tax, and technology services.

We have an exciting career opportunity for a Tax Supervisor to join our Tax team. This position is a hybrid position, alternating between remote and office/client locations, encouraging collaboration while providing flexibility.

Whittlesey combines the experience and expertise of a large, national firm with the responsiveness of a local firm. Team members have access to resources to develop their careers while receiving personal coaching. From the Managing Partner down, our leadership fosters an open-door policy and is committed to providing expert service to clients through talented and driven individuals.

We adhere to a culture of work-life integration, offering flexible work schedules and a competitive paid time off program. Our subsidized benefit package includes medical and dental coverage, LTD and life insurance (all paid by the firm), and a 401(k) plan with profit sharing.

• 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.

• 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.
• Valid state driver's license.

Whittlesey is dedicated to building a diverse and inclusive workforce; 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 race, color, religion, sex, sexual orientation, gender identity, age, national origin, protected veteran status, or disability.

Join us and make a meaningful impact in a collaborative and innovative environment.