Whittlesey & Hadley, P.C. tax professionals are committed to finding innovative and creative solutions that can help our clients reduce their overall tax liability. In order to do so we need the ¡§best of the best¡¨ as well as someone who can lead and direct not only clients but staff as well.

Here at W&H our tax specialists are dedicated to providing only the highest level of service to our clients. We are extremely client focused and we look beyond the tax return. Our clients view us as their true business advisors not just their tax accountant.

The Tax Manager is responsible for the delivery of a full range of tax services for multiple clients in a wide variety of industries. Responsibilities include interacting closely with clients to provide tax planning, consulting, and compliance expertise; developing and managing staff; working closely with partners and staff on client management, practice development and business development activities. The Tax Manager is responsible for the following:

Essential Duties and Responsibilities

• Manage clients: plan, execute, direct, and complete tax projects; provide innovative tax planning, consulting, and compliance expertise to clients; market, sell, design, and implement tax-planning strategies for clients and manage to budget
  
• Conduct primary and secondary review of complicated or complex income tax returns including Corporate, S-Corp., partnership, and individual clients
  
• Understand and manage firm risk on tax services and proposals
  
• Manage, develop, train, and mentor staff on tax projects and assess performance for engagement
  
• Research and consult on complex tax matters
  
• Maintain communication with clients to manage expectations, ensure satisfaction, making sure deadlines are met
  
• Maintain and adhere to the highest degree of professional standards
  
• Develop and manage new business
  
• Use established network of business relationships to generate new sales opportunities
  
• Maintain strong client relations and cross-sell services
  
• Recruit and retain managers, senior associates, and associates
  
• Coach staff and motivate others to accept new ideas
  
• Attend professional development and training seminars on a regular basis

Qualifications and Requirements

• Bachelor's degree in Accounting. CPA, Masters in Taxation preferred
  
• A minimum of seven years of progressive tax consulting and / or compliance experience in public accounting or a combination of corporate and public accounting experience
  
• Experience in Corporate, S-Corp. and / or Partnership returns and individual clients, high net worth individuals, trusts and estates and state tax
  
• Superior analytical, technical, and tax accounting / technology skills
  
• Ability to manage and develop staff
  
• Demonstrated experience in business development and managing others
  
• Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
  
• Computer expertise including knowledge of tax software and technology

We offer competitive salary and benefit packages.

Contact Kathie McCarthy, Director of Human Resources, at careers@whcpa.com or 860-524-4472.