Tax assistant serp_jobs.h1.location_city

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Position Summary

In addition to utilizing their experience and technical skills to deliver direct client services, Whitinger Managers are relied upon to coordinate work requirements, allocate staff resources, assign tasks, and provide project leadership to ensure quality and timeliness.

Tax Managers are responsible for managing a portfolio of clients, advising on relevant tax planning strategies, and providing compliance services. As a primary client contact, the Manager will play a key role in matching company resources with client needs. This position offers excellent opportunities for leadership and career advancement and will include the following responsibilities.

Core Responsibilities

• Manage full-cycle preparation and filing of federal, state, and local tax returns for individuals, partnerships, S and C corporations, estates, and trusts
• Deliver tailored tax compliance and strategic planning to identify savings and support long-term goals
• Develop advanced technical knowledge and leadership skills
• Mentor and coach less-experienced associates and practice effective delegation
• Review returns prepared by tax staff
• Conduct tax research and analyze entity structure, income timing, and multi-state filing issues
• Prepare and file sales & use tax returns, payroll tax filings, and other tax forms accurately and timely
• Complete compilations and reviews
• Represent the firm in professional & service organizations and engage in practice development efforts
• Responsible for the billing and profitability of all assigned engagements

Compensation & Benefits

As a full-time Whitinger & Company associate, you can expect a highly competitive wage and comprehensive benefits package including paid vacation, paid personal time, health insurance, life insurance, long-term disability insurance, paid continuing education, a retirement savings program with company match, and more. Our associates also enjoy company social activities, paperless technology, a business casual environment, a mentoring program, and work / life balance. Whitinger also provides opportunities for growth through training and development, and we are committed to supporting our community partners, including offering paid time off for volunteering.

Schedule Options

Tax Managers can work a traditional full-time, year-round schedule of approximately 2,250 hours or work a more seasonally adjusted schedule. While the second option offers flexibility outside of busy periods, extended hours are necessary during peak periods, such as tax season. Compensation and productivity goals will be customized based on a mutually beneficial schedule.