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Senior Associate

Company: Whittlesey
Location: Hamden
Posted on: May 3, 2021

Job Description:

Senior Associate

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


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 doesnt 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 youve been here 6 months or 30 years, we respect each employees 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.

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Keywords: Whittlesey, Hamden , Senior Associate, Other , Hamden, Connecticut

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