Role overview

Qualifications

Bachelor’s degree in accounting from an accredited college or university, and/or equivalent years of experience
CPA license or actively pursuing CPA license (150 credit hours for CPA certification or actively pursuing)
Minimum 4 years of experience in tax compliance; industry-specific knowledge required
Must possess a valid state driver's license

Responsibilities

Collaborate closely with key team members, including auditors, analysts, and client representatives, to align on engagement objectives and client expectations.
Review and ensure the accuracy, appropriateness, and timeliness of audit documentation for associate and senior associate work.
Manage multiple audit engagements simultaneously, monitor progress to meet deadlines.
Coordinate engagement schedules, ensure team members are informed and appropriately assigned.

Key facts

Remote from: Connecticut (USA), Massachusetts (USA)
Full time
Mid-level (2-5 years)
English

Hard skills

Engagement Marketing Tax Compliance Auditing Auditing Business Communication Product Knowledge Engagement Economics Technical Accounting Auditing Employee Engagement Organizational Structure

Other skills

Team Leadership
Quality Control
Scheduling
Collaboration
Communication
Adaptability
Time Management
Teamwork
Detail Oriented
Mentorship
Problem Solving

About the company

Whittlesey

Founded in Hartford in 1961, Whittlesey is a prominent regional, independent accounting firm recognized for its excellence and commitment to client service. We are ranked 121st in the annual Inside Public Accounting's Top 200 Accounting Firms and listed as the 6th top New England regional firm by Accounting Today. We have also been featured in Accounting Today’s 2025 "Beyond the Top 100: Firms to Watch" and recognized as one of Inside Public Accounting's 2025 "Best of the Best Firms." Additionally, we have been voted Best Accountant or CPA in the Best of Hartford Readers’ Poll, 2019–2024. We provide assurance, advisory, tax, and technology services to a broad range of businesses and individuals. Our diverse team of professionals has decades of experience in various accounting disciplines. As members of Allinial Global, an association of legally independent accounting and consulting firms, we share in the strength of a worldwide network while maintaining our commitment to personalized service in the communities where we live and work. We pride ourselves on the value we offer to our clients, including fair pricing for a high-quality product, superior service, and game-changing insights. As trusted business advisors, we do more than accounting; we provide responsive and cost-efficient recommendations for both small and complex business needs. We remain committed to keeping our local-firm values even while we strategically grow. Our partners actively participate in engagements, fostering a culture of unified teamwork between our partners and staff. We invest in our talented professionals by developing their unique skills, providing real-time coaching, and offering extensive training opportunities. Our clients include banks, credit unions, closely held businesses, nonprofits, real estate, financial services, manufacturing and distribution, individuals, and more. For more information on Whittlesey, visit our website at WAdvising.com.

Company details

Company size51 - 200

Links

Website LinkedIn See all jobs

Your match analysis

See how your profile stacks up against this role.

We compared the job requirements to your profile to show where you're strong and where you fall short.

Job description

When you work at Whittlesey, you join a diverse team that provides today’s business leaders with leading assurance, advisory, tax, and technology services.

Whittlesey is proud to announce that we have been named one of the “Best of the Best" Firms and one of the “Top 200 Firms” by INSIDE Public Accounting (IPA), an award-winning newsletter for the public accounting profession. IPA’s annual “Best of the Best” list ranks top accounting firms with superior financial and operational performance in the most recent fiscal year.

We have an exciting career opportunity for an Assurance Supervisor to join our Assurance team. This position is a hybrid position. Hybrid team members alternate between working remotely at the office, or client locations. This model encourages collaboration and creativity while still providing team members with flexibility.

Our Culture

Whittlesey has the experience and expertise of a large, national firm with the responsiveness of a local firm. That means our team members have access to the resources necessary to develop their careers while also receiving personal coaching. From the Managing Partner on down, our leadership fosters an open-door policy. We are committed to providing expert service to our clients across all our service areas, and we know that can only be done by employing talented and driven individuals.

Collaboration and community are key values in our culture. Whether you are new to the Firm or have been here for several years, we respect each team member’s unique talents and value their contributions. Whittlesey is dedicated to the communities where we live and work. We sponsor community-driven events throughout the year and encourage our partners and team members to become actively involved in volunteerism.

Benefits and Work-Life Integration

Meeting your professional goals does not mean you must sacrifice your personal life, which is why we adhere to a culture of work-life integration. We offer our team members flexible work schedules depending on their department’s needs and a competitive paid time off program.

Whittlesey also offers a competitive subsidized benefit package that includes medical and dental coverage. Other benefits include LTD and life insurance, all paid entirely by the Firm, and a 401(k) plan that includes profit sharing.

What you will be doing

Collaborate closely with key team members, including auditors, analysts, and client representatives, to align on engagement objectives and client expectations.
Review and ensure the accuracy, appropriateness, and timeliness of audit documentation for associate and senior associate work.
Manage multiple audit engagements simultaneously, monitor progress to meet deadlines.
Coordinate engagement schedules, ensure team members are informed and appropriately assigned.
Lead engagement planning, including budgeting and risk assessment, by proactively collaborating with client management and the team.
Delegate tasks based on engagement budgets and communicates expectations to ensure client satisfaction.
Monitor engagement progress, prepare budgets, and ensure compliance with quality control standards throughout the audit process.
Provide technical expertise to our team members and clients while staying updated on industry standards.

What you must have

Bachelor’s degree in accounting from an accredited college or university, and/or equivalent years of experience.
CPA license or actively pursuing CPA license.
150 credit hours for CPA certification or actively pursuing.
Minimum 4 years of experience in tax compliance. Industry specific knowledge required.
Must possess a valid state drivers’ license.

Whittlesey is dedicated to building a diverse and inclusive workforce, so we encourage you to apply even if you feel you may not be an exact fit. Qualified applicants will receive consideration for employment regardless of their race, color, religion, sex, sexual orientation, gender, gender identity, age, national origin or protected veteran status and will not be discriminated based on disability.

Join us and make a meaningful impact in a collaborative and innovative environment. Apply now to be part of our team!