Tax Manager

2 months ago

Ithaca, New York, United States Insero & Co. CPAs, LLP Full time

About Insero & Co. CPAs, LLP

Insero & Co. CPAs, LLP is a dynamic accounting and business advisory practice serving a diverse range of clients, including businesses, nonprofits, governmental entities, and individuals throughout New York state. Our core values are centered around being Passionate about People, and we strive to create a work environment that is collaborative, inclusive, and supportive.

Job Summary

We are seeking a highly skilled and experienced Tax Manager to join our team. As a Tax Manager, you will be responsible for leading our tax team and overseeing the preparation and review of complex individual and small business tax returns. You will also be responsible for managing workloads, delegating tasks, and providing guidance and training to staff members.

Key Responsibilities

  • Prepares and reviews Personal and Entity tax returns/work files for completeness, accuracy, and compliance; communicates with and trains staff on areas needing improvement.
  • Assumes the responsibility for the smooth flow of tax returns.
  • Monitors tax deadlines to ensure that returns are prepared on a timely basis; communicates with partners during the preparation process to identify any tax issues needing addressing and to pull jobs so that they reach the technical review stage timely.
  • Monitors and analyzes all incoming tax notices and drafts responses.
  • Manages workloads and work products of other tax staff members; delegates tax work to staff.
  • Oversees tax, tax planning, and fixed asset software to ensure defaults are properly set; disseminates software enhancements to staff.
  • Acts as key client contact person for select engagements.
  • Contributes to the client service team by producing quality work with quick turnaround and attentive service.
  • Trains accountants and interns to prepare effective responses to tax notices and reviews for accuracy.
  • Performs tax research and helps train staff to do the same, schedules annual tax research training session for all tax staff.
  • Informs clients (or staff member) of tax options available and possible outcomes through clear and concise memos, emails, or letters.
  • Seeks and communicates efficiencies in producing quality work products.
  • Initiates new work for existing clients.
  • Stays current on new legislation and educates staff and clients.
  • Supervises extension process to ensure accurate and timely preparation.

Requirements

Education and Experience

Minimum of a Bachelor of Science in Accounting with 150 credit hours and CPA eligibility preferred. Managers normally have a minimum of 6+ years' experience as an accountant working within public accounting (or equivalent experience as deemed appropriate by the firm). Master's degree in Tax is a plus.

Qualified candidates will have experience with all different entity types. Ideal tax experience servicing complex individuals/1040 returns and small business clients. A minimum of three years senior/supervisory capacity is required for a Mgr level position. Candidates must be proactive in tax planning ideas/processes. A proven record of building sustainable client relationships. Have a working knowledge of Paperless systems such as GoFileRoom and tax software such as ProSystems or CaseWare. Have a professional demeanor with excellent communication skills. Enjoy working with people and understand the importance of nurturing and building the firm's clientele. Be ethical, conscientious, detail-oriented, and well-organized.

Benefits

We offer competitive salaries, an outstanding paid time off program (5 weeks), 16 paid holidays, remote/hybrid work flexibility, 401(k) plan with firm contributions, tuition reimbursement program, 100% employer-paid parking, annual management bonus program, CPA bonus, a variety of different medical plan options along with opt-out dollars if you do not need medical insurance coverage. In addition, we offer tremendous growth and development opportunities to assist with both your personal and professional goals.

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