Tax Manager

Based in the charming town of Horseheads, NY, this leadership role offers the opportunity to utilize your education, knowledge, training, and experience in the tax field.

Responsibilities

• Review tax returns ranging from medium to high complexity and make recommendations for accuracy and tax-saving opportunities.
• Prepare tax returns, with complexity ranging from medium to the most complex, depending on experience.
• Take a lead role in tax planning, including preparation and review of quarterly tax projections to determine appropriate amounts for estimates and withholdings.
• Prepare other entities, including partnerships, trusts, and gift tax returns as assigned.
• Interact with clients to clarify questions and data for tax return and projection preparation.
• Maintain good working relationships with clients and staff to enhance client satisfaction.
• Work closely and proactively with clients and advisors to maximize planning opportunities.
• Assume a leadership role for key functions, areas, or processes within the Tax Services Department, focusing on efficiency, productivity, and budget goals.
• Train and mentor associates to enhance the skills and abilities of the team.
• Respond to federal, state, and local correspondence for assigned clients with minimal direction.
• Assist staff with tax issue research, special projects, tax software usage, and respond to taxing authority notices and audits.
• Perform research to answer client and advisor tax queries as needed.
• Stay current on applicable tax regulations, changes in code, and court rulings, and communicate updates to key staff involved in tax planning and return preparations.

Requirements

• Excellent academic record, four-year college degree required.
• Enrolled Agent (EA) required; CPA is desired.
• A minimum of 7-10 years of tax experience, including reviewing and preparing complex tax returns.
• Excellent interpersonal and communication skills.
• Proven track record as a self-starter with high levels of intensity and motivation.
• Demonstrated passion for providing exceptional client service.
• Strong technical skills, including experience with Microsoft Office (Word, Excel, PowerPoint, Outlook).
• Experience with tax-specific applications.
• Graduate or advanced degree preferred.
• Experience with fiduciary returns is preferred.
• Experience working with Pro System, BNA Income Tax Planner, Intelli-Connect, and other tax research tools and software.

Benefits

• Medical, dental, and vision insurance.
• Flexible Spending Account (FSA).
• Dependent Care Savings Account (DCA).
• 401K plan.
• Paid Sick Leave as required by Federal, State, or local laws.

Pay

$75,000 - $105,000 per year