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Whittlesey jobs in Hartford, CT - 29 jobs

  • Assurance Manager

    Whittlesey 3.8company rating

    Whittlesey job in Hartford, CT

    Job Description 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 an Assurance Manager to join our Assurance 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 Lead collaboration with key team members, including auditors, analysts, and client representatives, to ensure alignment on engagement objectives and meet client expectations effectively. Participate in strategic planning with clients, conducting analyses and developing actionable plans to drive Firm revenue. Monitor audit profitability by recommending improvements to procedures and enhancing overall profitability. Establish and manage project budgets for audit services, ensuring financial targets are met throughout the engagement process. Review client billings to ensure accuracy and appropriateness of write-offs, assisting with overall billing management. Coordinate various phases of large engagements, managing staff requirements, scheduling, and logistics for seamless execution. Provide technical expertise and industry insights to team members, while facilitating meetings and presentations to clients to ensure effective communication and satisfaction. What you must have Bachelor's degree in accounting from an accredited college or university and/or equivalent years of experience. CPA license required. Minimum five years of experience in assurance compliance. Industry specific knowledge may be required. Must possess a valid state driver's 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!
    $71k-91k yearly est. 27d ago
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  • Tax Supervisor

    Whittlesey 3.8company rating

    Whittlesey job in Hartford, CT

    Job Description 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!
    $105k-149k yearly est. 27d ago
  • Administrative Assistant (50184)

    Citrin Cooperman 4.7company rating

    Woodbridge, CT job

    Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We're continuously seeking talented individuals who bring a problem-solving mindset, fresh perspectives, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you! We are seeking an Administrative Assistant to join our Administrative Support team. They're responsible for assisting in all aspects of office conditions, ensuring workflow, foster the CC culture, and providing operational support for the Office Manager (OM) and Regional Office Director (OD). Responsibilities are, but not limited to: Manage reception area operations. Assist the OM with arranging client or in-house meetings for Partners and staff, managing hoteling spaces, communicating event details, ordering meals, coordinating office events, and setting up/breaking down conference rooms. Handle incoming mail by opening, scanning, and distributing it, as well as prepare outgoing mail with familiarity of various delivery methods including but not limited to US mail, international mail, UPS, FedEx, and certified mail. Assist in the preparation, delivery, and filing of engagement letters. Monitor and manage pooled administration requests via the ticketing system. Maintain clean and welcoming general office conditions for guests and team members. Communicate common office inventory usage and replenishment needs to the OM. Assist with new client onboarding procedures and date updates (as needed). Assist with ad-hoc projects (as needed). Qualifications The ideal candidate must: Have 0-3 years of administrative experience (professional services environment preferred). Be tech-savvy with proficiency in Microsoft Office and expertise in Excel functions including but not limited to tables, formulas, and formatting. Possess strong organizational skills, including but not limited to verbal and written communication skills. Be a team player with the ability to multi-task and pay strong attention to detail. Have the capacity to work overtime (as needed). In-office requirement based on specific office location.
    $36k-46k yearly est. 2d ago
  • Tax Staff Accountant

    UHY 4.7company rating

    Farmington, CT job

    JOB SUMMARYAs a Tax Staff Accountant, you will be responsible for the preparation of business and individual tax returns, with the benefit of gaining exposure to a diverse client base operating in a variety of industries. The Tax Staff Accountant will have the opportunity to collaborate with and assist internal teams and leaders to produce high-quality deliverables to our clients, while building upon the technical skills to grow as a professional. Tax Preparation Assist in preparing federal, state, and local tax returns for individuals, corporations, partnerships, and other entities Organize and review client-provided financial information, ensuring accuracy and completeness Use tax software and tools to input data, calculate tax liabilities, deductions, and credits Research and Analysis Conduct tax research to interpret and apply relevant tax laws, regulations, and guidelines Analyze financial statements, records, and documentation to identify tax-saving opportunities and compliance issues Assist in preparing tax projections and estimates to guide clients in making informed financial decisions Client Communication Communicate with clients to gather necessary information and address inquiries related to tax matters Assist in explaining tax concepts and implications to clients in a clear and understandable manner Collaborate with internal team to provide timely updates and recommendations to clients on their tax situations Compliance and Documentation Ensure adherence to tax regulations and deadlines, filing tax returns accurately and timely Maintain organized and comprehensive tax files and documentation for each client engagement Assist in tracking changes in tax laws and regulations and their potential impact on clients Team Collaboration Collaborate with other tax professionals within the firm to share insights, knowledge, and best practices Support senior team members in complex tax projects, including audits and specialized tax services Participate in internal training sessions to enhance your technical skills and stay updated on industry trends Supervisory responsibilities None Work environment Work is conducted in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift to 15 pounds at a time Travel required Travel may be frequent and unpredictable, depending on client's requirements Required education and experience Bachelor's degree in accounting, finance, or a related field 1+ year of relevant experience Preferred education and experience Actively working towards achieving CPA or Enrolled Agent licensure or relevant certification, if not already attained Responsible for completing the minimum CPE credit requirement Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
    $57k-68k yearly est. Auto-Apply 60d+ ago
  • Tax Operations Manager (49710)

    Citrin Cooperman 4.7company rating

    Woodbridge, CT job

    Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We're continuously seeking talented individuals who bring a problem-solving mindset, fresh perspectives, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you! We are seeking a Tax Operations Manager to join our Tax Operations (Tax Ops.) team. They're responsible for managing and supporting tax processes and production in their local office(s), region, and nationally. They work closely with local/regional office Tax Ops. leadership to help drive and support tax policies and procedures. They support all faucets of the firm's tax process and production environment. Responsibilities are, but not limited to: E-filing support: electronically file in national pools, as well as monitor the e-file portal for respective local office(s), while timely addressing e-file rejections and schema validation errors. Return assembly management: collate and supervise income tax returns, extensions and miscellaneous information returns in respective local office(s). SafeSend support: supervise SafeSend assembly, including but not limited to SafeSend delivery to clients in respective local office(s) and national pools. SurePrep support: supervise the creation of SurePrep binders and verification in respective local office(s) and national pools. CCH Workflow (XCM) support: create and move tasks, as well as support all XCM reporting and due date management for respective local office(s). Make updates to PIC and second-responsibility requests. New client support: support all tax platforms in respective local office(s) and national pools. National India support: permissions. Offer support to all Tax Ops. SWAT teams. E-File forms 1042, 1099, and 8027 for respective local office(s) and national pools. Understand, troubleshoot, and support Tax department policies and procedures across all offices. Manage the closing of deadlines for respective regions, as well as offer back-up support for the national footprint. Train, mentor, and manage Tax Ops. Coordinators in their respective local office(s). Support newly integrated firms. Conduct weekly check-in meetings with the Tax Ops. team, as well as providing them with weekly training to improve performance. Communicate with Tax Ops. team members within their respective regions. Qualifications The ideal candidate must: Bachelor's degree in business administration or related field. 3-5 years of experience in the tax/accounting industry. Be proficient in Microsoft Office, specifically Word, Outlook, and Excel. (superior Excel skills preferred). Be knowledgeable on CaseWare, Axcess Tax, GoSystem, CCH Document, GoFileRoom, Avalara, SurePrep, SafeSend, CCH Workflow (XCM), and XCM Calendar. Can work independently as well as a team player. Can juggle multiple projects, as well as meet tight deadlines and effectively handle stressful situations. Can be available to work overtime and weekends during the spring and fall busy seasons. Possess strong verbal and written communication skills. Possess strong organizational skills and be detail oriented. Travel will be required to the respective assigned local office(s) during the busy season and off season for training purposes.
    $111k-146k yearly est. 15d ago
  • Senior Systems Engineer

    Whittlesey 3.8company rating

    Whittlesey job in Hartford, CT

    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 Senior System Engineer to join our Technology Advisory 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 Serve as a Primary or Secondary Engineer for assigned clients to build strategic plans, from analysis to plan development, recommendations, and presentation Collaborate with Network Engineers and leadership to design, implement, and support local and wide‑area network solutions for clients Performs preventative maintenance on client computer systems as directed by Primary Engineers by following procedures and guidance to ensure clients systems are regularly maintained. Lead and manage projects from planning and proposal through execution and completion, including coordinating timelines, resources, and client communication. Monitor, manage, and resolve service tickets from creation to completion, handling more complex troubleshooting and escalating tickets as appropriate. Perform and oversee preventative maintenance activities to ensure client systems meet firm standards for security, performance, and sustainability. Provide technical expertise to our team members and clients while staying updated on industry standards. Regularly travel to CT based client locations to troubleshoot problems or deploy hardware and software Provide after-hours emergency support and planned maintenance as needed Meet billable hour targets through project, support, and recurring work What you must have Associate degree in Information Technology or related field from an accredited college or university and/or equivalent years of experience Minimum two years' experience working in a Microsoft Server Environment required Minimum two years experience managing SMB business network environments Preferred Certifications: CompTIA Security+, CompTIA A+, CompTIA Network+, Vendor Specific certifications (e.g., VMWare, Sonicwall, Microsoft) Working knowledge of general firewall and routing concepts. Experience managing Microsoft 365 Environments Knowledge in Windows Server 2008-2025 and Active Directory Must have a valid driver's license (or equivalent legal authorization to operate a vehicle) Must have access to reliable transportation to travel to various office and client locations as 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!
    $75k-94k yearly est. Auto-Apply 3d ago
  • Assurance Supervisor

    Whittlesey 3.8company rating

    Whittlesey job in Hartford, CT

    Job Description 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 an Assurance Supervisor to join our Assurance 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 Collaborate closely with key team members, including auditors, analysts, and client representatives, to align on engagement objectives and client expectations. Review and ensure the accuracy, appropriateness, and timeliness of audit documentation for associate and senior associate work. Manage multiple audit engagements simultaneously, monitor progress to meet deadlines. Coordinate engagement schedules, ensure team members are informed and appropriately assigned. Lead engagement planning, including budgeting and risk assessment, by proactively collaborating with client management and the team. Delegate tasks based on engagement budgets and communicates expectations to ensure client satisfaction. Monitor engagement progress, prepare budgets, and ensure compliance with quality control standards throughout the audit process. Provide technical expertise to our team members and clients while staying updated on industry standards. 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!
    $66k-86k yearly est. 19d ago
  • Network Engineer

    Whittlesey 3.8company rating

    Whittlesey job in Hartford, CT

    When you work at Whittlesey, you join a diverse team that provides today's business leaders with leading assurance, advisory, tax, and technology services.
    $71k-90k yearly est. Auto-Apply 5d ago
  • Tax Principal

    UHY 4.7company rating

    Farmington, CT job

    JOB SUMMARYAs a Tax Principal, you will assume a strategic leadership role, driving the growth and excellence of our tax practice. You will provide visionary guidance, manage high-level client relationships, and shape innovative tax strategies. Your extensive experience in tax advisory, team leadership, and business development will play a pivotal role in elevating our firm's reputation as a premier tax service provider. Tax Strategy and Engagement Oversight Develop cutting-edge tax planning strategies that leverage industry insights and regulatory expertise Provide visionary insights in areas such as tax optimization, risk management, and emerging tax trends Review and oversee the preparation of tax returns to ensure accuracy, compliance with regulations, and adherence to internal quality control standards Monitor and manage tax filing deadlines, extensions, and other compliance requirements to avoid penalties and ensure timely submissions Manage engagement progress, budgets, and deadlines, making strategic adjustments as required Research and Analysis Stay abreast of evolving tax laws, regulations, and industry developments, applying this knowledge to client engagements and internal training initiatives Provide expert guidance on complex tax scenarios, research inquiries, and emerging compliance trends Client Communication Foster and nurture high-level client relationships, serving as a trusted advisor for complex tax matters Lead client meetings, understand their financial objectives, and develop tailored tax strategies that align with their goals Team Collaboration Lead, inspire, and mentor a team of seasoned tax professionals, encouraging a culture of collaboration, growth, and excellence Provide guidance, continuous learning opportunities, and support to facilitate the team's professional advancement Process Improvement and Innovation Lead process improvement initiatives to enhance tax workflows, methodologies, and quality control procedures Shape and execute the tax practice's strategic vision, aligning with the firm's broader goals Implement innovations that improve efficiency, accuracy, and client satisfaction Strategic Business Development Drive the firm's business development efforts by identifying new opportunities, nurturing client leads, and expanding service offerings Play a key role in proposal development, client presentations, and strategic Managing Director initiatives Collaborate with executive leadership to drive projects that enhance the firm's market presence and competitive edge Supervisory responsibilities Will supervise subordinate team members Work environment Work is conducted in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift to 15 pounds at a time Travel required Travel may be frequent and unpredictable, depending on client's needs Required education and experience Bachelor's degree in accounting, finance, or a related field 10+ years of relevant experience 8+ years of progressive tax leadership experience in a CPA firm or related professional service environment CPA license Responsible for completing the minimum CPE credit requirement Specific positions may require additional industry or specialization certifications Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research Preferred education and experience Advanced degree (Master's) or additional relevant certifications Juris Doctor (JD) degree for specialty positions Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
    $103k-133k yearly est. Auto-Apply 60d+ ago
  • Tax Senior Accountant

    UHY 4.7company rating

    Farmington, CT job

    JOB SUMMARYAs a Tax Senior Accountant, you will be responsible for the preparation of financial information for our clients, such as business and individual tax returns, with the benefit of gaining exposure to a diverse client base operating in a variety of industries. The Tax Senior Accountant maintains client relationships and oversees the work of internal staff and works closely with internal leaders, to ensure high-quality work is conducted and delivered to our clients. Tax Preparation Lead and manage a portfolio of tax engagements, including planning, preparation, and review of various tax returns (individual, corporate, partnership, etc.) Serve as the primary point of contact for assigned clients, addressing their tax-related inquiries, providing recommendations, and fostering strong client relationships Collaborate with partners and managers to ensure seamless client service delivery and alignment with overall firm objectives Research and Analysis Conduct thorough tax research and analysis to develop proactive tax planning strategies for clients, identifying opportunities to minimize tax liabilities and optimize financial outcomes Collaborate with the internal team to assist in providing expert guidance on complex tax matters, including mergers, acquisitions, restructurings, and other business transactions Client Communication Effectively communicate complex tax concepts and strategies to clients, tailoring explanations to their understanding and addressing their questions or concerns Prepare and deliver presentations to clients on tax-related matters, providing insights into their financial situations and potential tax implications Compliance and Documentation Review and oversee the preparation of tax returns to ensure accuracy, compliance with regulations, and adherence to internal quality control standards Monitor and manage tax filing deadlines, extensions, and other compliance requirements to avoid penalties and ensure timely submissions Stay current with federal, state, and local tax laws, regulations, and changes, ensuring the firm and its clients are compliant with the latest tax requirements Team Collaboration Collaborate with other tax professionals within the firm to share insights, knowledge, and best practices Supervise and mentor tax staff, providing guidance, training, and feedback to foster their professional growth and ensure the quality of their work Cultivate a collaborative team environment, promoting knowledge sharing and effective communication among team members Participate in internal training sessions to enhance your technical skills and stay updated on industry trends Process Improvement and Innovation Identify opportunities to enhance tax workflows, processes, and methodologies, contributing to the continuous improvement of the firm's tax services Supervisory responsibilities May supervise subordinate team members Work environment Work is conducted in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift to 15 pounds at a time Travel required Travel may be frequent and unpredictable, depending on client's needs Required education and experience Bachelor's degree in accounting, finance, or a related field 3 - 6 years of relevant experience Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research Preferred education and experience Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting Actively working towards achieving CPA or Enrolled Agent licensure or relevant certification, if not already attained Responsible for completing the minimum CPE credit requirement Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
    $65k-82k yearly est. Auto-Apply 16d ago
  • Senior Assurance Associate

    Whittlesey 3.8company rating

    Whittlesey job in Holyoke, MA

    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 Senior Assurance Associate to join our Assurance 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 Prepare clear, well-structured audit documentation for advanced assignments, ensuring the execution of high-quality audits. Apply in-depth knowledge of industry-specific accounting to solve problems and meet client deadlines using appropriate audit procedures. Provide timely feedback to associates and interns through regular meetings during and after audits to support their professional development. Set and articulate goals, identifying milestones for personal advancement within the Firm while maintaining strong performance. Collaborate effectively in a hybrid work environment, communicating regularly with peers and management to ensure project deadlines are met. Review the work of associates and interns to ensure compliance with audit procedures and documentation, while proactively identifying issues and progress to the engagement team. 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 two years of experience in tax compliance. Must possess a valid state Driver's 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!
    $75k-90k yearly est. Auto-Apply 5d ago
  • Tax Manager

    Whittlesey 3.8company rating

    Whittlesey job in Hartford, CT

    Job Description 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 Manager 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 Engage in strategic client planning, including analysis, plan development, recommendations, and presentations. Manage project budgets for tax services, ensuring profitability throughout the engagement process. Assist with client billings, ensuring appropriate write-offs. Represent clients in IRS matters before federal and state tax authorities. Coordinate various phases of large tax engagements, managing staff requirements, scheduling, and locations to ensure smooth operations. Utilize reporting and analytics to monitor budgets throughout engagements and maintain firm profitability. Identify additional services for existing clients and establish new business through referrals and contacts. What you must have Bachelor's degree in accounting from an accredited college or university, and/or equivalent years of experience. CPA license required. Minimum 5 years of experience in tax compliance. Industry specific knowledge may be 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!
    $84k-120k yearly est. 6d ago
  • Senior Systems Engineer

    Whittlesey 3.8company rating

    Whittlesey job in Hartford, CT

    Job Description 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 Senior System Engineer to join our Technology Advisory 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 Serve as a Primary or Secondary Engineer for assigned clients to build strategic plans, from analysis to plan development, recommendations, and presentation Collaborate with Network Engineers and leadership to design, implement, and support local and wide‑area network solutions for clients Performs preventative maintenance on client computer systems as directed by Primary Engineers by following procedures and guidance to ensure clients systems are regularly maintained. Lead and manage projects from planning and proposal through execution and completion, including coordinating timelines, resources, and client communication. Monitor, manage, and resolve service tickets from creation to completion, handling more complex troubleshooting and escalating tickets as appropriate. Perform and oversee preventative maintenance activities to ensure client systems meet firm standards for security, performance, and sustainability. Provide technical expertise to our team members and clients while staying updated on industry standards. Regularly travel to CT based client locations to troubleshoot problems or deploy hardware and software Provide after-hours emergency support and planned maintenance as needed Meet billable hour targets through project, support, and recurring work What you must have Associate degree in Information Technology or related field from an accredited college or university and/or equivalent years of experience Minimum two years' experience working in a Microsoft Server Environment required Minimum two years experience managing SMB business network environments Preferred Certifications: CompTIA Security+, CompTIA A+, CompTIA Network+, Vendor Specific certifications (e.g., VMWare, Sonicwall, Microsoft) Working knowledge of general firewall and routing concepts. Experience managing Microsoft 365 Environments Knowledge in Windows Server 2008-2025 and Active Directory Must have a valid driver's license (or equivalent legal authorization to operate a vehicle) Must have access to reliable transportation to travel to various office and client locations as 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!
    $75k-94k yearly est. 5d ago
  • Assurance Supervisor

    Whittlesey 3.8company rating

    Whittlesey job in Hamden, CT

    Job Description 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 an Assurance Supervisor to join our Assurance 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 Collaborate closely with key team members, including auditors, analysts, and client representatives, to align on engagement objectives and client expectations. Review and ensure the accuracy, appropriateness, and timeliness of audit documentation for associate and senior associate work. Manage multiple audit engagements simultaneously, monitor progress to meet deadlines. Coordinate engagement schedules, ensure team members are informed and appropriately assigned. Lead engagement planning, including budgeting and risk assessment, by proactively collaborating with client management and the team. Delegate tasks based on engagement budgets and communicates expectations to ensure client satisfaction. Monitor engagement progress, prepare budgets, and ensure compliance with quality control standards throughout the audit process. Provide technical expertise to our team members and clients while staying updated on industry standards. 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!
    $66k-86k yearly est. 19d ago
  • Network Engineer

    Whittlesey 3.8company rating

    Whittlesey job in Hartford, CT

    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 Network Engineer to join our Technology Advisory 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. What you will be doing Design, implement, and support local and wide area networks with minimal supervision remotely and on site Design, implement, and support Microsoft Active Directory and Microsoft 365 environments remotely and on site Manage client relationships through regular check-ins, planning meetings, and proactive support Coordinate with other team members to complete work as required by clients Lead technical projects from start to finish, ensuring timelines and expectations are met Perform network assessments, compliance reviews, and develop strategic IT plans Act as primary engineer for assigned clients and a Secondary Engineer for others, serving as a reliable technical point of contact Contribute to process improvements and help evolve our service offerings Provide after-hours emergency support and planned maintenance as needed Meet billable hour targets through project, support, and recurring work Regularly travel to CT based client locations to troubleshoot problems or deploy hardware and software What you must have Associate degree in Computer Networking or related field from an accredited college or university and/or equivalent years of experience. Minimum five years' experience working in a Microsoft Server Environment required Minimum five years experience managing SMB business network environments Experience managing Microsoft 365 Environments Microsoft server/M365 certifications or willingness to obtain them Must have a valid driver's license (or equivalent legal authorization to operate a vehicle) Must have access to reliable transportation to travel to various office and client locations as 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!
    $71k-90k yearly est. Auto-Apply 4d ago
  • Tax Supervisor

    Whittlesey 3.8company rating

    Whittlesey job in Hamden, CT

    Job Description 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!
    $106k-150k yearly est. 27d ago
  • Senior Assurance Associate

    Whittlesey 3.8company rating

    Whittlesey job in Hamden, CT

    Job Description 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 Senior Assurance Associate to join our Assurance 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 Prepare clear, well-structured audit documentation for advanced assignments, ensuring the execution of high-quality audits. Apply in-depth knowledge of industry-specific accounting to solve problems and meet client deadlines using appropriate audit procedures. Provide timely feedback to associates and interns through regular meetings during and after audits to support their professional development. Set and articulate goals, identifying milestones for personal advancement within the Firm while maintaining strong performance. Collaborate effectively in a hybrid work environment, communicating regularly with peers and management to ensure project deadlines are met. Review the work of associates and interns to ensure compliance with audit procedures and documentation, while proactively identifying issues and progress to the engagement team. 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 two years of experience in tax compliance. Must possess a valid state Driver's 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!
    $71k-86k yearly est. 19d ago
  • Senior Tax Manager

    Whittlesey 3.8company rating

    Whittlesey job in Hamden, CT

    Job Description 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 Senior Tax Manager 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 Oversee strategic client planning, including detailed analysis, plan development, and impactful presentations. Manage tax profitability by analyzing procedures and suggesting improvements. Establish and manage project budgets for tax services throughout the engagement process. Represent clients in IRS matters before federal and state tax authorities. Manage large tax engagements, including staffing, scheduling, and location requirements to ensure smooth operations. Monitor engagement budgets through analytics and reporting, making adjustments as needed to maintain profitability. Provide technical expertise to team members, staying current with industry standards and acting as a subject matter expert. Direct all client meetings and presentations, fostering strong relationships with current and prospective clients. Identify additional services for existing clients and develop new business through referrals and contacts, including cross-selling opportunities. Develop a well-defined marketing plan and work towards building your own book of business. What you must have Bachelor's degree in accounting from an accredited college or university, and/or equivalent years of experience. CPA license required. Minimum 8 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!
    $79k-113k yearly est. 27d ago
  • Senior Systems Engineer

    Whittlesey 3.8company rating

    Whittlesey job in Hamden, CT

    Job Description 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 Senior System Engineer to join our Technology Advisory 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 Serve as a Primary or Secondary Engineer for assigned clients to build strategic plans, from analysis to plan development, recommendations, and presentation Collaborate with Network Engineers and leadership to design, implement, and support local and wide‑area network solutions for clients Performs preventative maintenance on client computer systems as directed by Primary Engineers by following procedures and guidance to ensure clients systems are regularly maintained. Lead and manage projects from planning and proposal through execution and completion, including coordinating timelines, resources, and client communication. Monitor, manage, and resolve service tickets from creation to completion, handling more complex troubleshooting and escalating tickets as appropriate. Perform and oversee preventative maintenance activities to ensure client systems meet firm standards for security, performance, and sustainability. Provide technical expertise to our team members and clients while staying updated on industry standards. Regularly travel to CT based client locations to troubleshoot problems or deploy hardware and software Provide after-hours emergency support and planned maintenance as needed Meet billable hour targets through project, support, and recurring work What you must have Associate degree in Information Technology or related field from an accredited college or university and/or equivalent years of experience Minimum two years' experience working in a Microsoft Server Environment required Minimum two years experience managing SMB business network environments Preferred Certifications: CompTIA Security+, CompTIA A+, CompTIA Network+, Vendor Specific certifications (e.g., VMWare, Sonicwall, Microsoft) Working knowledge of general firewall and routing concepts. Experience managing Microsoft 365 Environments Knowledge in Windows Server 2008-2025 and Active Directory Must have a valid driver's license (or equivalent legal authorization to operate a vehicle) Must have access to reliable transportation to travel to various office and client locations as 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!
    $76k-95k yearly est. 5d ago
  • Network Engineer

    Whittlesey 3.8company rating

    Whittlesey job in Hamden, CT

    Job Description 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 Network Engineer to join our Technology Advisory 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. What you will be doing Design, implement, and support local and wide area networks with minimal supervision remotely and on site Design, implement, and support Microsoft Active Directory and Microsoft 365 environments remotely and on site Manage client relationships through regular check-ins, planning meetings, and proactive support Coordinate with other team members to complete work as required by clients Lead technical projects from start to finish, ensuring timelines and expectations are met Perform network assessments, compliance reviews, and develop strategic IT plans Act as primary engineer for assigned clients and a Secondary Engineer for others, serving as a reliable technical point of contact Contribute to process improvements and help evolve our service offerings Provide after-hours emergency support and planned maintenance as needed Meet billable hour targets through project, support, and recurring work Regularly travel to CT based client locations to troubleshoot problems or deploy hardware and software What you must have Associate degree in Computer Networking or related field from an accredited college or university and/or equivalent years of experience. Minimum five years' experience working in a Microsoft Server Environment required Minimum five years experience managing SMB business network environments Experience managing Microsoft 365 Environments Microsoft server/M365 certifications or willingness to obtain them Must have a valid driver's license (or equivalent legal authorization to operate a vehicle) Must have access to reliable transportation to travel to various office and client locations as 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!
    $70k-90k yearly est. 5d ago

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