Senior Assurance Manager/Director

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

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.

We currently have an exciting career opportunity for a Senior Manager/Director to join our Assurance team. This position is a hybrid position. Hybrid team members alternate their time between working remotely, at the office, or at client locations. We believe 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 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.

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.

Benefits and Work Life Integration

Meeting your professional goals does not 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 program.

Whittlesey also 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 and a 401(k) plan that includes profit sharing.

What you will be doing

• Lead strategic planning for clients, from analysis to plan development, recommendations, and presentations.
• Works with the engagement partner on the engagement team by taking full responsibility to ensure professional standards are met.
• Leads client billing efforts including responsibility for timely preparation of invoices to clients and following up on cash collections as needed.
• Establishes project budget for assurance services and manages those budgets throughout the engagement process.
• Drive audit engagement profitability by suggesting and implementing procedural improvements.
• Oversee all aspects of large engagements, including staffing, scheduling, and budget management to optimize profitability.
• Provide technical expertise to our team members and clients while staying updated on industry standards.
• Participates in niche groups to elevate firm performance and ensure exceptional client satisfaction and retention.
• Identify additional services, develop new business opportunities, network & participate in industry events, and execute a comprehensive marketing strategy.
• Ensure compliance with Quality Control and Peer Review requirements.
• Coach & develop team members through performance management, real-time feedback, and addressing their educational needs.
• Participate in staff interviews while advocating for the firm's values and mission.

What you must have

• Bachelor’s degree in accounting from an accredited college or university and/or equivalent years of experience
• CPA license required
• Minimum 8 years of audit experience
• Industry-specific knowledge
• Previous experience managing work teams required
• Ability to communicate both verbally and in writing
• Valid State Driver’s License required

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.