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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.

Benefits

Full Time
Senior Management
Hartford, CT, US

Meaningful Work 

Our Business Advisors work closely with key business partners to implement new and innovative strategies to improve their overall operations and grow the value of their business. Our advisors use business knowledge to change the way business operations are executed and achieved.  At Whittlesey, you will have the opportunity to learn, grow and help drive business performance for our clients.  

What you’ll do:

  • Partner with key business leaders to implement new business strategies to create value growth. This could include the following advisory services: financial, sales, marketing, operational, etc.
  • Develop new ways to engage clients in our consulting services and business advisory services.
  • Identify prospective clients and proactively reach out to them and maintain close contact.
  • Provide knowledge, guidance and valuable resources to clients faced with challenges or growth opportunities.
  • Ensure information and strategies are communicated to Advisory Partner and team members as needed.
  • Continuously maintain and improve client polices and processes to meet business objectives.
  • Create and deliver presentations for client meetings including all supporting documentation.
  • Analyze information from client engagements to make changes and propose new services that would help them improve and grow.

Qualifications:

  • Master of business administration (MBA), strategic management, or similar.
  • Previous experience working as a business advisor in a related industry.
  • Advanced knowledge of business operations and strategic planning.
  • Proficiency in analyzing budgets and preparing financial reports.
  • Experience in project management and implementing best industry practices.
  • Exceptional ability to identify future business opportunities and mitigate risks.
  • Exceptional interpersonal skills toward efficiently communicating new business processes and procedures.

Preferred:

  • JD or CPA 
  • MindShop Software experience

Apply now →

Full Time
Senior Management
Hartford, CT, US

Our client, a manufacturing company located in Southington, CT, is looking for an ambitious and self-driven Chief Operating Officer (COO) to join our team. As a COO of the company, you will be primarily responsible for overseeing the overall business operations strategy to grow and transform our company for the future. You will be the right-hand person to the President, acting as a strategist, advisor, and implementer to help execute strategies. Due to the nature of the business, this position is required to work on-site, however, it does offer some flexibility to work outside the company.

In this role, you will have the ability to manage and control diverse business operations and functions. We are looking for someone with prior experience and success with start-up or turn-around companies. This person will need to have a strong financial background with the ability to translate financial information and strategy into operational plans to ensure revenue growth.  This position adds great value to our company, and we anticipate that this can lead to further growth when succession planning occurs. 

The Chief Operating Officer will lead the following objectives & responsibilities:

  • Act as an adviser to the President and senior management team by designing and implementing business strategies, establishing policies and promoting culture, ensure the health and connectivity of the organization through maintaining consistency and quality communication channels across all departments.
  • Responsible for the overall success of the organization’s implementation of its mission and goals
  • Lead a team of employees to support the organizational mission, and encourage strong performance and professional development.
  • Manage the organization’s accounting function to develop and ensure the organization’s financial statements, forecasts, and budgets 
  • Manage financial statements, financial analysis, and cost analysis to evaluate business options/projects/ventures, optimize cash flow, assess operational efficiency, and develop product costing/pricing.
  • Build strong relationships with stakeholders to ensure successful banking, insurance, and other financial support outcomes. 
  • Oversee and manage the human resources areas of the company, ensuring the company meets all state and federal laws and regulations. 
  • Oversees and manages the information technology area to ensure that the company systems support the vision of the company. 

 Must haves:

  • Bachelor’s degree or higher in accounting, finance, or business is required.  Master’s degree preferred.
  • Strong Financial background required. 
  • Minimum of 8 years of leadership and managerial experience. Prior manufacturing experience is required.
  • Prior experience with start-ups or turn-around companies
  • Proven track record of effectively planning and assisting strategic initiatives.
  • Ability to work strategically and collaboratively across departments with a diverse group in a dynamic environment that demands excellent investor and community relations.
  • Ability to work in a team environment and independently while managing multiple priorities.

This position offers a competitive salary and benefits package. 

Apply now →

Hybrid

Throughout the year, Whittlesey looks for top accounting students for internship opportunities to work in any of our three offices or remotely. Our interns do actual tax and accounting work. Hours are flexible with school schedule. Winter Tax internships run from January – April and work primarily in the tax department. 

Over the course of your internship, you will:

  1. Perform meaning full tax and accounting work
  2. Work with our experienced staff on current client engagements
  3. Build on your academic learning with real-world experience
  4. Participate in various projects, working with teams from across the firm
  5. Mentor by seasoned tax, auditing and consulting professionals
  6. Develop a wide-ranging skill set and launch your accounting career

Intern with us and find out what makes Whittlesey one of the top accounting firms in New England!

Apply now →

Hybrid

Throughout the year, Whittlesey looks for top accounting students for internship opportunities to work in any of our three offices or remotely. Our interns do actual assurance and accounting work. This is a full-time internship. Summer Audit internships run from June– August and work primarily in the assurance department.

 Over the course of your internship, you will:

  1. Perform meaning full assurance and accounting work
  2. Work with our experienced staff on current client engagements
  3. Build on your academic learning with real-world experience
  4. Participate in various projects, working with teams from across the firm
  5. Mentor by seasoned assurance, tax, and consulting professionals
  6. Develop a wide-ranging skill set and launch your accounting career

Intern with us and find out what makes Whittlesey one of the top accounting firms in New England!

Apply now →

Full Time
Clerical
Hartford, CT

The Administrative Assistant is an administrative support individual which requires a certain level of processing skills.  The primary purpose of the role is to assist the client service staff with administrative duties within the Tax Department.  The ultimate role of the Administrative Assistant is to support the entire Firm in all administrative needs, utilizing strong organizational skills providing administrative services to the client service staff, and maintaining an efficient and organized work environment.

Meaningful Work: 

  • Organize and scan clients’ tax return documentation
  • Analysis of imaging to ensure accuracy and completeness
  • Update and correct document indexing, ensure proper orientation
  • Backup assistance to administrative staff
  • Adhere to company procedures to prepare and format client tax returns/documents
  • Ensure that all assignments are finished thoroughly and correctly
  • Support and manage client files
  • Give administrative assistance in other areas of the tax department, including writing letters, general correspondence, filing, scanning, etc.
  • Work as a team with other members of the tax department

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
  • Flexibility with in-office work schedule to accommodate busy seasons during the year
  • Excellent personal skills and capacity to be flexible
  • 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
  • Willing to work additional hours both in-office or at home as required to meet deadlines 
  • Readiness to recommend ways to improve operations, efficiencies and/or client experience

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
  • Able to handle strict deadlines, and stressful situations

Apply now →

Hartford, CT

The Sr. Talent Acquisition Specialist is an exempt position that requires a certain amount of judgment and skill. The primary purpose of this position is to assist the Director of Human Resources with certain recruitment functions at an advanced level. The ultimate role of the Sr. Talent Acquisition Specialist is to source qualified candidates and bring top talent into the Firm. 

Meaningful Work

  • Works closely with management on all diversity initiatives involving recruitment to ensure fairness in hiring practices.
  • Uses various methods to recruit and network with potential candidates, including social media platforms, networking events, and career fairs.
  • Manages all recruitment functions, which includes the full cycle of recruiting: screening, onboarding, creating advertisements, sourcing, offer process and consultation with the hiring manager, and adjusting as needed to ensure the Firm maintains a talent pool.
  • Stays informed of trends and innovative recruiting techniques by attending webinars and researching recruitment strategies to be competitive in the talent marketplace. 
  • Develops a pipeline of key talent potentially for immediate hire as succession planning dictates by utilizing the ATS system to its fullest potential. 
  • Executes on-campus recruiting strategies, including career fairs, informational sessions, interviewing top candidates, and participating in college events to highlight the Firm’s competitive edge. 
  • Conducts preliminary interviews with recruits to gauge interest, skill set, personality, and salary requirements.
  • Provides feedback to management about details regarding applications.
  • Uses standardized screening techniques. Assesses the skills, qualifications, and experience of potential candidates.
  • Actively works toward building a diverse and qualified team to support the Firm.
  • Meets with management to have a full understanding of hiring needs and available positions within the Firm.
  • Assists with human resources and firm events as needed.

Must Haves

  • Previous experience seeking talent recruitment and assisting with onboarding processes
  • Two years of experience working in a placement agency preferred
  • SPHR-CP or PHR preferred
  • Experience working with HR metrics is essential
  • Experience working with applicant tracking systems is required. Experience with ADP WorkForce Now is preferred.
  • Experience in the continual development of talent pipelines and sourcing potential candidates
  • Ability to speak knowledgeably about the Firm and answer any questions a potential hire may have
  • Firm understanding and implementation of recruiting metrics to drive decision-making 
  • Proficient in using software and databases to connect with and reach out to potential candidates
  • Previous experience developing and executing recruiting marketing and branding strategies
  • Experience working with a diverse team and striving for fairness in hiring all races, genders, and ages

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 the 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 the 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 communication 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. 

Apply now →

Full Time
Professional
Hartford, CT, Hamden, CT, US, Holyoke, MA

Associate accountants are supervised by senior tax accountants, supervisors, managers, and partners depending on the level of engagement. They are usually given less complex tax assignments; however, they do use a lot of independent judgment. As they gain experience in the field, they are given more difficult assignments and greater responsibilities. Usually, an Associate Accountant has less than three years of tax experience.

Key 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 individual returns and less complex business returns
  • Exhibits a desire to understand business transactions and related issues
  • Provides research support to a transaction review process
  • Demonstrates an ability to prepare individual and business tax returns on a timely and efficient basis
  • Prepares a completed and organized tax file including appropriate supporting documentation
  • Exhibits an understanding of computer software used in the tax preparation process
  • Works independently and shows initiative
  • Stays current on federal and state tax law matters
  • Adheres to Firm policies and procedures 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
  • Addresses client and supervisor concerns in a timely manner, including communicating concerns with the supervisor
  • Quality is consistently demonstrated in all aspects of work
  • Willingly participates in the recruitment of new staff
  • Performs assignments within specified hours and assigned due dates
  • Keeps firm and client information confidential
  • Maintains the Firm’s objective of integrity and professional compassion by treating others fairly and with respect
  • Demonstrates professionalism through appearance and behavior

Education/Experience

Bachelor's Degree in Accounting from an accredited college or university. No minimum experience is required. Experience in an accounting

Internship preferred. Ability to 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.

Apply now →

Full Time
Professional
Hartford, CT, Hamden, CT, US, Holyoke, MA

Whittlesey, PC one of the top accounting firms in New England is looking for an associate to join our team and grow with us. Our Firm offers a supportive, flexible, diverse, inclusive, and collaborative culture to help you achieve personal and professional success.

Meaningful Work

As a member of our assurance team, you will be working in a team environment helping out clients solve their business issues in the non-profit, financial institutions, wholly-owned subsidiaries, real estate, construction,  healthcare, and employee benefit plans industries. You will be responsible for:

Assisting the team on all aspects of the audit engagement utilizing data analytics

  • Interacting with clients to help obtain the information necessary to complete the engagement within the designated time frame
  • Understanding and learning the audit methodology
  • Establishing an effective working relationship with our clients
  • Providing outstanding client service to our clients
  • Developing your own internal relationships with and your Whittlesey brand
  • Beginning to become involved in business development events to help identify new prospects.
  • Leading your own personal development plan to contribute to your own business acumen.

Must Haves

  • Bachelor's Degree in Accounting from an accredited college or university.
  • Entry-level to three years 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 be flexible with respect to work schedules
  • Data analytics courses or experiences
  • Attention to detail

Preferred Skills

  • Data analytics courses/certification or experiences
  • 150-hour requirement and/or master’s degree
  • CPA or equivalent certification

 Join Our Team

Join our team of professionals who collaborate as well as work independently to help clients in the areas of assurance and accounting. By collaborating and working independently you will be a vital contributor to our client businesses and ultimately to their success.

Come Grow With Us

We provide one-on-one coaching and real-time feedback to develop your skillset and career. Every new hire is assigned a peer leader who will help them acclimate to the firm. We foster professional development through continuing education and challenging work. Our professional development courses are provided both locally and nationally through our Allinial Global affiliations. We are committed to helping you build your own personal brand as you develop and grow with us.

Benefits and Work-Life Integration

Whittlesey offers a competitive subsidized benefit package including medical and dental coverage. Other benefits include LTD, STD, and life insurance, all paid entirely by the firm. Whittlesey offers a 401(k) plan that includes profit sharing and provides a generous paid time off policy starting with three weeks annually. We offer incentives for becoming credentialed including tuition reimbursement assistance.

Collaboration, community, and employee engagement are key values to our culture. We sponsor community-driven and firm-wide events throughout the year and encourage team member participation. Many of our team members participate in local industry organizations, as well as play on various sports teams throughout the year. Our offices provide engaging activities throughout the year which help our team members build internal relationships.

Apply now →

Full Time
Professional
Hartford, CT, Hamden, CT, US, Holyoke, MA

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

  1. Demonstrates satisfactory performance of Tax Associate responsibilities
  2. Demonstrates an understanding of fundamental principles of federal and state tax law
  3. Exhibits an understanding of the levels of authorities, legal precedents, rulings, and regulations
  4. Effectively applies tax knowledge to more complex individual and business returns
  5. Exhibits a desire to understand more complex business transactions and related issues
  6. Demonstrates an ability to prepare complex individual and business tax returns on a timely and efficient basis
  7. Exhibits an understanding of computer software used in tax preparation process
  8. Exhibits an understanding of client's business objectives and performs tax research with a view for alternatives to satisfy those objectives
  9. Works effectively with associates and superiors in analyzing business transactions
  10. Performs complete and efficient reviews of individual and business tax returns while providing guidance and supervision to other staff
  11. Demonstrates the ability to effectively gather data from client, Tax Department, and third party sources
  12. Proficient in utilizing computerized research program
  13. Works independently and shows initiative
  14. Identifies and resolves issues outside of the scope of the assignment
  15. Research is thorough in supporting resolutions in all issues
  16. Begin to get involved and direct continuing education within a specialty area of the Tax Department
  17. Stays current on federal and state tax law matters
  18. Adheres to firm policies and to rules of the AICPA
  19. Recognizes and pro-actively supports the fact that the Firm is in the business of providing quality client service
  20. Develops positive working relationships with all clients
  21. Addresses client and supervisor concerns in a timely manner
  22. Quality is consistently demonstrated in all aspects of work
  23. Demonstrates effective and appropriate delegation of work to staff
  24. 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.

Apply now →

Full Time
Professional
Hartford, CT, Hamden, CT, US, 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 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 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’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 we encourage our partners and team members to become actively involved in volunteerism.

Apply now →

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.

Apply now →

Full Time
Professional
Hartford, CT, Hamden, CT, US, Holyoke, MA

The Assurance Manager is the liaison between the partner, director, the client, and the professional staff. Managers are responsible for managing audit projects and client engagements simultaneously, and scheduling, staffing, and coordinating engagement workflow. Managers establish relationships with clients and are often the primary client contact/representation of the Firm. They are expected to develop a strong marketing plan to develop their own book of business.

Meaningful Work 

  1. Participate in client strategic planning including analysis, plan development, recommendations, and presentations.
  2. Monitor audit/tax and Firm profitability, suggest measures to improve procedures.
  3. Establish project budget for audit/tax services.
  4. Assist with client billings.
  5. Coordinate various phases of large engagements, including staff requirements, locations to be visited, and scheduling
  6. Monitor progress of services in relation to budgets and due dates.
  7. Coordinate and direct meetings/presentations to clients and prospective clients.
  8. Understand client satisfaction on engagement.
  9. Conduct technical reviews on unassigned client engagements.
  10. Supervise and conduct in-house continuing education seminars.
  11. Attend weekly scheduling meetings.
  12. Provide career development coaching to assigned staff; complete appropriate PACE documentation with assigned staff including the coordination of continuing education requirements and classes.
  13. Participate in college recruiting activities including on-campus meetings, on-site interviews, and conventions; involved in the recruitment of experienced staff as needed.
  14. Identify additional services to existing clients and establish new business through contacts and referrals
  15. Begin to execute a marketing plan to develop new business.
  16. Ensure that all documentation required for Quality Control and Peer Review is included on all the assignments.
  17. Ensure engagement reviews reflect accurate performance and are complete in a timely manner.

Apply now →

Full Time
Professional
Hartford, CT, Hamden, CT, US, Holyoke, MA

Supervisors can perform most engagements with little supervision.  The Supervisor is specifically able to run multiple smaller engagements simultaneously.  They both 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, these positions require five or more years of audit and tax experience.

Responsibilities

  1. Demonstrates the ability to effectively gather data from the client, Audit Department, and third-party sources.
  2. Prepares meaningful and well-written recommendations for inclusion in client correspondence.
  3. Demonstrates effective and appropriate delegation of work to staff.
  4. Ensures engagement schedule will meet everyone's needs and expectations.
  5. Ensures communication between the audit team and client occurs.
  6. Ability to manage multiple engagements at once, all at various stages of completion; monitor deadlines
  7. Ability to use analytical skills to address revenue recognition risks.
  8. Monitor budget throughout engagements
  9. Effectively applies audit and accounting knowledge to more complex financial statements.
  10. Understands the Firm's quality control document and reviews work papers to ensure compliance.
  11. Demonstrates the ability to identify complex issues and apply accounting principles and auditing procedures.
  12. Has begun to master information technology tools in assigned areas.
  13. Work effectively with staff in analyzing business transactions.
  14. Exhibits an understanding of the client's business objectives and performs research with a view for alternatives to satisfy.
  15. Challenges the audit approach from year to year.
  16. Ability to sell additional services if needed.
  17. Quality is continuously demonstrated in all aspects of work.
  18. Provides staff with honest, objective, and constructive feedback in a timely manner.
  19. Partner with the Director of Marketing, developing the attributes required to be an effective and competent "Ambassador of the Firm".
  20. Participates with department partner(s) and manager(s) in client strategic planning including analysis, plan development, recommendation, and presentation.
  21. Displays substantial progress towards CPA certification. Should have either exam completed or required educational credit.
  22. Exhibits an understanding of computer software used in the financial statement preparation process and planning.
  23. Performs complete and efficient reviews of financial statements while providing guidance and supervision to other staff.
  24. Participates in Firm orientation and training events.
  25. Actively participate in engagement planning (i.e. budgeting, risk assessment, and strategic development). Is sometimes expected to lead discussions.
  26. Engagement reviews, midyear reviews, and annual reviews are completed in a timely manner.
  27. Has a strong desire to mentor
  28. Identifies and resolves issues outside of the scope of the assignment.
  29. Stays current on accounting pronouncements and tax law matters.
  30. Adheres to Firm policies and to rules of the AICPA.

Apply now →

Full Time
Professional
Hartford, CT

Whittlesey PC, a professional accounting, consulting, and technology firm offers a unique opportunity for a dynamic and forward-thinking individual with the ability to be both tactical and strategic to manage the Firm’s IT infrastructure. As Manager of Information Technology, you’ll report to the Director of Operations, and help the Firm’s direction by participating in planning, budgeting, process improvement, and assisting other senior leaders in all matters related to IT. You will work cross functionally to gather, inform, and refine processes to ensure success. The Manager of IT will be responsible for training users and groups in certain technologies, implementing contemporary technology systems and implement the Firm’s cybersecurity efforts. This position focuses on driving implementation, managing priorities, and projects on time and within budget. Key to success will be the ability to navigate the complexity of the Firm’s infrastructure and a relentless drive to implement new innovate processes. You will be looked upon as a problem solver and guide solutions forward.

Meaningful Work

  • Manage the Firm’s IT goals and processes to ensure IT systems support the firm’s IT initiatives and departmental needs
  • Manage and maintain the Firm’s cloud, server, and network infrastructure
  • Coach and manage technical staff to provide timely, quality support for hardware, operating systems, and business applications 
  • Work with team members as needed to troubleshoot technical issues
  • Work with security auditors to continually review and improve the Firm’s cyber security posture
  • Manage vendors for firm applications and services
  • Manage all IT training for the Firm, including the on-boarding process of new team members
  • Develop and maintain technical documentation and policies  
  • Occasional after hours or weekend work may be necessary as projects and workload requirements change. Limited travel between the Firm’s three locations in CT and MA is required.

Must Haves

  • BA/BS degree in relevant field and/or equivalent years of experience
  • Microsoft and related certifications a plus
  • At least two years of experience in a manager role working in a professional service firm
  • At least five years of experience providing remote or in-person IT support
  • Hands-on- IT experience troubleshooting day-to-day IT issues
  • Experience with current versions of Microsoft Windows
  • Experience with Microsoft Active Directory and Microsoft Office 365
  • Experience with network, database, and hardware/software architecture
  • Possess a high level of verbal and written communication skills
  • Have the ability and desire to obtain additional, ongoing training to constantly keep current in the technology field
  • Possess the patience and ability to train team members with technology applications
  • Ability to translate technical terminology into practical terms for management and team members
  • Ability to insightfully examine the status quo, analyze opportunities for improvement, creatively generate solutions, and demonstrate the grit to realize the change.
  • Ability to lift and move computers, servers etc. and other equipment as needed

Apply now →

Full Time
Professional
Hartford, CT

Whittlesey PC, a professional accounting, and technology firm offers a unique opportunity for a dynamic and forward-thinking individual with a desire and drive to maintain and enhance the Firm’s infrastructure and culture. As Director of Operations, you’ll report to the CEO, and help the Firm’s direction by planning, budgeting, process improvement, and assisting other senior leaders to transform the Firm’s direction. You will work cross-functionally to gather, inform, and refine processes to ensure success.  This position focuses on driving implementation, managing priorities and projects on time and within budget. Key to the success will be the ability to navigate the complexity of the Firm’s infrastructure and a relentless drive to implement new innovative processes. You will be looked upon as a problem solver and guide solutions forward. 

Meaningful Work 

  • Drive critical innovation operations functions including planning, budgeting, reporting, and process improvement, partnering with senior leaders to enable solutions 
  • Identifies, tracks, and reports on areas to increase efficiency identifies, and recommends, and implements solutions to address them
  • Establish and maintain collaborative relationships to drive results 
  • Safeguard and augment the efficiency of the firm’s operations to facilitate accelerating development and long-term success
  • Review, revise, and update firm policies and promote their implementation

Requirements:

  • Proven experience in innovative processing.
  • Excellent organization and leadership abilities
  • Exceptional multitasking skills with the ability to “change gears” at short notice
  • Outstanding communication and people skills
  • Solid working knowledge and experience of data analysis and performance/operations metrics
  • Bachelor’s Degree in business or related field. 
  • At least five years’ experience in a senior role  
  • Previous experience expanding relationships in the business community 
  • Experience developing best practices by establishing systems and workflow to support a growing organization
  • Hands-on experience with mergers and acquisitions is desirable
  • Must be a self-starter; cooperative; reasonably assertive; well organized and efficient  
  • Ability to insightfully examine the status quo, analyze opportunities for improvement, creatively generate solutions, and demonstrate the grit to realize the change.

Apply now →

Join the Whittlesey Team

Key Contact

Kathleen McCarthy, SPHR, SHRM-SCP

Director of Human Resources
Hartford | Hamden | Holyoke