Tax Senior

About Whitman Advisory

Whitman Advisory is partnering with a growing public accounting firm seeking a Tax Senior to join their team in Middletown, Delaware. This is a great opportunity for a tax professional who enjoys working closely with small business clients, preparing and reviewing tax returns, and being part of a collaborative, fast-paced firm environment.

The ideal candidate will have strong public accounting experience, a client-service mindset, and the ability to manage tax engagements from preparation through filing.

Responsibilities

• Prepare and review business and individual tax returns for small business clients.
• Manage tax engagements from initial client communication through delivery and filing.
• Prepare monthly, quarterly, and annual tax projections.
• Proactively communicate with clients regarding tax matters, deadlines, and required information.
• Organize, update, and maintain tax databases and client records.
• Record tax entries into accounting software.
• Understand and apply tax reduction strategies for clients.
• Prepare and/or review financial statements.
• Respond to federal, state, and local notices related to income and payroll tax matters.
• Support internal process improvements and maintain strong client service standards.

Qualifications

• 2+ years of public accounting experience in a tax-focused role required.
• CPA, EA, or licensed tax preparer preferred.
• Strong knowledge of individual and business tax concepts, rules, regulations, forms, and tax-saving strategies.
• Experience responding to income and payroll tax notices from federal, state, and local agencies.
• Knowledge of QuickBooks Online and Desktop required.
• Experience with UltraTax and Accounting CS is a plus.
• Proficiency in Microsoft Word, Excel, and Outlook.
• Strong attention to detail, numerical skills, and organizational ability.
• Excellent written and verbal communication skills.
• Ability to learn new processes quickly and execute them reliably.
• General knowledge of payroll, payroll taxes, benefits, not-for-profit accounting, fixed assets, and internal controls is a plus.

Ideal Candidate

• Tech-forward and comfortable working in a cloud-based environment.
• Strong organizational and time management skills.
• Collaborative, dependable, and team-oriented.
• Client-focused with a genuine desire to understand business needs and provide valuable guidance.
• Proactive in asking questions, confirming details, and following up with clients.
• Open to feedback, continuous learning, and process improvement.
• Comfortable asking for help or direction when needed.
• Able to work 40–60 hours per week during peak seasons, with flexibility to choose a schedule commitment that works with their lifestyle.

Benefits

This role offers a competitive benefits package, including:

• Retirement plan with 6% employer contribution
• Medical reimbursement
• Dental insurance
• Life insurance
• Tuition reimbursement / student loan repayment
• Maternity, paternity, and FMLA leave
• Paid time off