When you work at Whittlesey, you’re joining a diverse team of more than 160 professionals who provide today’s business leaders with leading assurance, advisory, tax, and technology services. We have career opportunities that span the professional life cycle, with openings that include audit associate, senior associate, systems engineer, and network engineer. Whether you are an experienced professional, a student looking for a college internship, or even a recent graduate looking for your first job out of school, we are proud to offer our employees a rewarding and exciting workplace to broaden their skills and achieve long-term success.
Ready to find out what makes Whittlesey a top ten regional firm in New England and one of the top 200 firms in the nation? Check out our video and discover why our employees chose Whittlesey as the place to build their future careers.
Full Time
Clerical
Hartford, CT, US
This position is a temporary position (February 2024- April 2024) for Administrative Assistant with our Hartford, CT office location, please see below for general day-to-day responsibilities as well as availability required for this position.
This position does require a daily in-office presence, only candidates who are able to be in the office daily will be considered. Primary hours for this position is Monday-Friday 8:00 a.m. to 5:00 p.m., with the availability for additional hours to meet government deadlines.
Responsibilities:
- Responsible for overall document organization including scanning and storage of clients confidential tax return documents
- Assists with tracking/overseeing e-file acceptances and through workflow and e-file systems
- Proactively problem solve and identify process improvements
- Provide support to team as needed
- Ensure that projects are completed on time
- Other duties as assigned
- Greeting clients in a personalized, friendly, and inviting manner
Qualifications:
- High School Diploma or equivalent
- Ability to multitask multiple priorities and meet established deadlines
- Must be punctual and very reliable
- Attention to detail is a must
- Excellent personal skills and communication skills
- Working knowledge of Microsoft Office Suite and other office software and programs
- Basic understanding and working knowledge of receptionist and other standard administrative functions
- Prior administrative work experience in a professional office environment highly preferred
Full Time
Professional
Hamden, CT
Senior Tax Accountants can perform most tax assignments with little supervision. They specifically are able to handle complex tax assignments simultaneously. They direct and review the work of a Tax Associate and are very capable of making decisions on most accounting, tax, and auditing matters. They are supervised in most cases by a manager, supervisor, and/ or partner on an engagement. Generally, this position requires two or three or more years of tax experience.
Key Responsibilities
- Demonstrates satisfactory performance of Tax Associate responsibilities
- Demonstrates an understanding of fundamental principles of federal and state tax law
- Exhibits an understanding of the levels of authorities, legal precedents, rulings, and regulations
- Effectively applies tax knowledge to more complex individual and business returns
- Exhibits a desire to understand more complex business transactions and related issues
- Demonstrates an ability to prepare complex individual and business tax returns on a timely and efficient basis
- Exhibits an understanding of computer software used in tax preparation process
- Exhibits an understanding of client's business objectives and performs tax research with a view for alternatives to satisfy those objectives
- Works effectively with associates and superiors in analyzing business transactions
- Performs complete and efficient reviews of individual and business tax returns while providing guidance and supervision to other staff
- Demonstrates the ability to effectively gather data from client, Tax Department, and third party sources
- Proficient in utilizing computerized research program
- Works independently and shows initiative
- Identifies and resolves issues outside of the scope of the assignment
- Research is thorough in supporting resolutions in all issues
- Begin to get involved and direct continuing education within a specialty area of the Tax Department
- Stays current on federal and state tax law matters
- Adheres to firm policies and to rules of the AICPA
- Recognizes and pro-actively supports the fact that the Firm is in the business of providing quality client service
- Develops positive working relationships with all clients
- Addresses client and supervisor concerns in a timely manner
- Quality is consistently demonstrated in all aspects of work
- Demonstrates effective and appropriate delegation of work to staff
- Has begun training with Marketing Director including basic marketing skills and the role of "Ambassador of the Firm"
Education/Experience
Bachelor's Degree in Accounting from an accredited college or university; commencement of a post-graduate advanced degree in Taxation or other industry-recognized specialized knowledge certification preferred. Minimum three years experience in Tax required. Successful completion of the CPA exam is preferred. Ability to effectively communicate both verbally and in writing. . Must be able to multi-task and have excellent organizational and follow-up abilities. Proven ability to identify problems and develop creative solutions. Ability to read, speak and write English.
Full Time
Professional
Holyoke, MA
A Senior Associate can perform most engagements with little supervision. They direct and review the work of an Associate Accountant and are very capable of making decisions on most accounting, tax, and auditing matters. They are supervised in most cases by a manager and/ or partner on an engagement. Generally, this position requires three or more years of audit and tax experience.
Key Responsibilities
- Prepares clear and concise work papers with definitive conclusions.
- Demonstrates strong analytical skills.
- Prepares meaningful and well-written recommendations for inclusion in client correspondence.
- Demonstrates the ability to identify issues and apply accounting principles and auditing procedures.
- Effectively applies information technology tools in assigned areas.
- Exhibits the ability to prepare and/or review a complete set of financial statements.
- Demonstrates working knowledge and understanding of tax compliance.
- Can be relied upon to resolve all open items and issues encountered on assigned engagements.
- Displays substantial progress towards certification.
- Works independently and shows initiative.
- Participates in engagement planning (i.e. budgeting, risk assessment, and strategic development).
- Identifies and resolves issues outside of the scope of the assignment.
- Stays current on accounting pronouncements and tax law matters.
- Adheres to Firm policies and to the rules of the AICPA.
- Research is thorough in supporting resolutions of all issues.
- Obtained a good understanding of the Firm's full range of client services.
- Demonstrates the ability to identify additional services.
- Develops positive working relationships with all clients.
- Addresses client concerns in a timely manner.
- Quality is consistently demonstrated in all aspects of work
- Demonstrates effective and appropriate delegation of work to staff.
- Fosters an environment of teamwork
Education/Experience
Bachelor's Degree in Accounting from an accredited college or university. Three to five years minimum experience required. CPA license preferred. Ability to communicate both verbally and in writing. Must be able to multi-task and have excellent follow-up abilities. Proven ability to identify problems and develop creative solutions. Ability to read, speak, and write English.
Whittlesey Culture:
Whittlesey has the experience and expertise of a large, national IT consulting and accounting 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 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.
Meeting your professional goals doesn’t 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 packages and company-sponsored activities.
Collaboration and community are key values in our culture. Whether you’ve been here 6 months or 30 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 encourage our partners and team members to become actively involved in volunteerism.
Full Time
Professional
Hartford, CT, Hamden, CT, US, Holyoke, MA
At Whittlesey PC, our tax team helps our clients with their tax planning and business tax strategies. We service a variety of industries that focuses on more strategic planning including analysis, plan development, recommendations, and presentations. You will manage direct tax engagements and collaborate with our audit group on other engagements.
Join a firm that offers a supportive and collaborative culture as well as the flexibility to help make good lifestyle choices. We can work with individuals who are looking for a flexible work schedule.
Meaningful Work
- Monitor audit/tax and office profitability, suggest measures to improve procedures
- Establish project budget for audit/tax services
- Coordinate various phases of large engagements, including staff requirements, locations to be visited, and scheduling
- Provides tax compliance and advisory services to partnerships, corporations, S-corporations, and individuals for a variety of clients
- Coaches tax professionals and assistants working on client projects
- Delivers high-quality tax service and advice
- Participates in and contributes to marketing our tax services externally to the firm.
- Handles billing and collections as well as budgets
- Collaborates with others to help grow the tax practice
- Supervise and conduct in-house continuing education seminars
- Directly participates in or supervise client examinations by Federal and State tax authorities through the appellate level
Must Haves
- Eight to twelve years of experience in public accounting with demonstrated mastery of accounting and auditing principles and/or tax principles.
- Bachelor’s degree in accounting required.
- CPA required (if licensed, must be a member in good standing with AICPA).
- Proficiency in the use of computers and computer accounting and tax software programs and Microsoft Office.
- Master’s degree in Taxation or other industry-recognized specialized knowledge certification.
- Demonstrated ability to develop business new business or cross-selling services.
Highly Desirable
- Master’s degree in Taxation or other industry-recognized specialized knowledge certification
Join Our Team
Join our team of professionals who collaborate as well as work independently to help clients in the areas of taxation which has a direct impact on their business.
How Can You Grow?
We offer one-on-one coaching to help develop your career and skill set. We believe in real-time feedback so that you are able to develop and build your own brand. We support your professional development through continuing education. You will immediately join our Business Executive Leadership Training Program to help develop your leadership skills.
Full Time
Professional
Hamden, CT, US
Hartford, CT, US
Holyoke, MA, US
- Demonstrates the ability to effectively gather data from the client, Audit Department, and third party sources.
- Prepares meaningful and well written recommendations for inclusion in client correspondence.
- Demonstrates effective and appropriate delegation of work to staff.
- Ensures engagement schedule will meet everyone's needs and expectations.
- Ensures communication between the audit team and client occurs.
- Ability to managed multiple engagements at once, all at various stages of completion; monitor deadlines
- Ability to use analytical skills to address revenue recognition risks.
- Monitor budget throughout engagements
- Effectively applies audit and accounting knowledge to more complex financial statements.
- Understands the Firm's quality control document and reviews workpapers to ensure compliance.
- Demonstrates the ability to identify complex issues and apply accounting principles and auditing procedures.
- Has begun to master information technology tools in assigned areas.
- Work effectively with staff in analyzing business transactions.
- Exhibits an understanding of the client's business objectives and performs research with a view for alternatives to satisfy.
- Challenges the audit approach from year to year.
- Ability to sell additional services if needed.
- Quality is continuously demonstrated in all aspects of work.
- Provides staff with honest, objective and constructive feedback in a timely manner.
- Partner with the Director of Marketing, developing in the attributes required to be an effective and competent "Ambassador of the Firm".
- Participates with department partner(s) and manager(s) in client strategic planning including analysis, plan development, recommendation and presentation.
- Displays substantial progress towards CPA certification. Should have either exam completed or required educational credit.
- Exhibits an understanding of computer software used in financial statement preparation process and planning.
- Performs complete and efficient reviews of financial statements while providing guidance and supervision to other staff.
- Participates in Firm orientation and training events.
- Actively participates in engagement planning (i.e. budgeting, risk assessment, and strategic development). Is sometimes expected to lead discussions.
- Engagement reviews, midyear reviews and annual reviews are completed in a timely manner.
- Has a strong desire to mentor
- Identifies and resolves issues outside of the scope of the assignment.
- Stays current on accounting pronouncements and tax law matters.
- Adheres to Firm policies and to rules of the AICPA.
Education/Experience: Bachelor’s degree in accounting from an accredited college or university and/or equivalent years of experience. CPA license preferred. Minimum four years of experience in assurance compliance. Ability to communicate both verbally and in writing. Must be able to multi-task and has excellent follow-up abilities. Ability to read, speak and write English.
Full Time
Clerical
Hartford, CT
Growing regional accounting firm is seeking a highly motivated, time-sensitive Administrative Assistant to join its Hartford, CT office team. Duties include administrative support to our accounting staff including: formatting financial statements; electronic transmittal of data via a secure portal; processing tax returns; misc. data entry; various correspondences; preparation of reports and documents for meeting presentations; maintenance of office and kitchen supplies. Other responsibilities include, but not limited to mail and fax distribution; monthly processing of client invoices; other administrative projects as determined.
Meaningful Work
- Assists with processing workflows in GoFileRoom, including financial statements, tax returns, extensions, and other tasks.
- Organize and scan clients’ tax return documentation.
- Prepares correspondence, proofread, and format documents using Microsoft Word and Excel.
- Ensure that all assignments are finished thoroughly and correctly.
- Work as a team with other members of the Firm.
- Work collaboratively to provide overflow and backup support for other team members.
- Distribute mail to individual or departments
- Greet and direct visitors; answer and route incoming phone calls.
- Ensure that our office is well maintained and organized.
Knowledge, Skills, and Abilities
- Ability to multitask multiple priorities and meet established deadlines
- Must be punctual and very reliable
- Attention to detail and problem-solving skills are a must
- Excellent personal skills and communication skills
- Capacity to work independently and as a team
- Ability to work well with all levels of firm management and client service staff
- Experience with general office support, scanning, photocopying, and receptionist coverage
- Experience with multiple systems and tools: CCH AutoFlow, GoFileRoom, CCH Axcess, SafeSend Returns, or similar software
- Readiness to recommend ways to improve operations, efficiencies and/or client experience
- High level/advanced computer skills with emphasis in Microsoft Office, Microsoft Word, Excel and PowerPoint
Qualifications
- Associate or bachelor’s degree or related experience
- Previous administrative experience preferred
- Strong client service and client experience focus
- High level of proficiency in MS Office Suite
- Strict confidentiality with client information and client matters
- High standards of quality while managing a strong sense of urgency
- Extraordinarily organized and very detail-oriented
Physical Requirements
- Data Utilization - Requires the ability to review, classify, categorize, prioritize, and/or analyze data and/or information. Includes exercising discretion in determining data classification, and in referencing such analysis to established standards for the purpose of recognizing actual or probable interactive effects and relationships.
- Human Interaction - Requires the ability to apply principles of persuasion and/or influence.
- Equipment, Machinery, Tools, and Materials Utilization - Requires the ability to operate, maneuver and/or control the actions of equipment, machinery, tools, and/or materials used in performing essential functions.
- Verbal Aptitude - Requires the ability to utilize a wide variety of reference, descriptive, and/or advisory data and information.
- Mathematical Aptitude - Requires the ability to perform addition, subtraction, multiplication, and division; ability to calculate decimals and percentages; may require ability to utilize principles of fractions and/or interpret graphs.
- Functional Reasoning - Requires the ability to apply principles of influence systems, such as motivation, incentive, and leadership. Ability to exercise independent judgment to apply facts and principles for developing approaches and techniques to problem resolution.
- Situational Reasoning - Requires the ability to exercise the judgment, decisiveness and creativity required in situations involving the evaluation of information against sensory, judgmental, or subjective criteria, as opposed to that which is clearly measurable or verifiable.
ADA Compliant
- Physical Ability - Tasks involve the ability to travel to meetings outside office, exert moderate physical effort, and may involve some lifting, carrying, pushing and/or pulling of objects and materials up to 50 pounds. Tasks may involve extended periods of time at a keyboard or workstation and/or repetitive motion.
- Sensory Requirements - Some tasks require visual perception and discrimination. Requires oral communications ability.
- Environmental Factors - Tasks are occasionally performed with exposure to adverse environmental conditions, such as dirt, dust, pollen, odors, wetness, humidity, rain, fumes, temperature and noise extremes, machinery, vibrations, electric currents, traffic hazards, animals/wildlife, toxic/poisonous agents, or pathogenic substances.
Full Time
Professional
Hartford, CT, US
Whittlesey PC is a large regional accounting, technology and advisory Firm with offices in Hartford and Hamden Connecticut and Holyoke Massachusetts. You will be joining an IT Team that supports our team members throughout North America and globally. This position is critical to our success in providing IT services to over 150 end users. This is a great opportunity for you to elevate yourself in your profession and develop new skills. We are looking for someone who has a solid technical background, and an ability to work at all levels within our Firm.
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 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.
Meeting your professional goals doesn’t 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 packages and company-sponsored activities.
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. Our Firm also gets together several times a year for fun and exciting team events.
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. The firms are selected from nearly 600 firms across the United States and Canada. Selections for the list are based on over 50 metrics related to firm growth, productivity, staff development, and more.
What you will be doing
- Addressing all incoming support tickets from creation to completion, which includes communication during support activities and documentation on resolution.
- Troubleshooting analysis and remediation of hardware/software-related end-user issues (e.g., laptops, desktops, servers, network equipment, and 3rd party vendor applications).
- Collaborate with team members and users by providing technical assistance and training to ensure they can meet our client's needs.
- Assist in root cause analysis of issues in the Firm's business system software.
- Create and maintain our system documentation procedures to improve overall efficiency.
- Manage user accounts and access privileges in a Microsoft 365 hybrid environment.
- Optimize the Firm technology and inventory by installing and configuring hardware and software, supporting Firm IT equipment, replacing defective components and upgrading as needed.
- Monitor system logs and audit system security to maximize system performance.
- Improve end-user support by escalating issues to SaaS vendors as needed.
- Perform special projects as assigned (i.e., server updates, hardware recycling, process automation, etc.) to enhance Firm processes and procedures.
- Demonstrate ownership and responsibility for prompt completion of all work assignments.
- Work efficiently in a hybrid work environment by staying engaged and communicating with peers and management to meet project deadlines.
What you must have
- Knowledge of Windows operating systems, including Windows server operating systems
- Working experience with Windows Server and Active Directory in a hybrid Microsoft 365 environment - creating user accounts, login scripts, group membership, group policies, etc.
- Competency with MS Office applications, particularly Word and Excel
- Experience with basic network and hardware/software architecture
- Ability to translate technical terminology into practical terms for management and staff
- Comp TIA, A+ Certification, or minimum three years of field experience
- Ability to multitask and work under pressure
Preferred
- Previous service desk experience
- Associate degree in relevant field or equivalent years of experience
- Industry certifications (Microsoft, Cisco, CompTIA, etc.)
- Experience with Microsoft Office 365 and Microsoft Exchange
- Knowledge of relational databases (SQL or OpenEdge preferred)
- Experience with CCH Products (Engagement, Practice Management, Pfx)
- Experience with accounting software
The position requires working on-site a minimum of three days a week and on-call alternating weekends during a 10-week busy season. Travel to other offices (day trips to Hamden, CT, and Holyoke, MA) as needed is required. It may also require working outside of normal business hours to support our global team members.
Whittlesey PC is an EEO employer.
Key Contact
Kathleen McCarthy, SPHR, SHRM-SCP
Director of Human Resources
Hartford | Hamden | Holyoke
