Full Time
Clerical
Holyoke, MA

A growing regional accounting firm is seeking a highly motivated, time-sensitive Administrative Assistant to join its Holyoke, MA, 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, miscellaneous data entry
• Various correspondences
• Preparation of reports and documents for meeting presentations
• Maintenance of office and kitchen supplies

Other responsibilities include, but are not limited to, mail and fax distribution, monthly processing of client invoices, and other administrative projects as determined. 

Meaningful Work: 

• Assist with processing workflows in GoFileRoom, including financial statements, tax returns, extensions, and other tasks. 
• Organize and scan clients’ tax return documentation.
• Prepare 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 individuals 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 referencing such analysis to established standards to recognize 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 lifting, carrying, pushing and/or pulling 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

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 a 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 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
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
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

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
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.

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 →