Tax Manager - Hybrid

Tax Manager Hybrid role

*Seeking candidates who have tax management experience preparing and reviewing complex individual and small business tax returns

Location: Rochester Syracuse or Ithaca NY areas we offer a hybrid working environment. If one is located outside of Ithaca travel to our Ithaca office would be ideal a couple times per month.

*Start dates flexible: Dec 2023 or Jan 2024

Overview:

We are looking for dynamic Tax professionals to join our growing team. We offer tremendous growth and development opportunities to assist with both your personal and professional goals. Are you ready for a new challenge If you are interested in working in a vibrant firm with stimulating assignments and growth potential this is the opportunity for you. We are not your typical CPA Firm we truly recognize and value our team members and balance between work and life.

Insero & Co. is an accounting and business advisory practice serving businesses nonprofits governmental entities and individuals throughout New York state. One of our core values is that we are Passionate about People. We don t just talk about our values we live them. That s why we ve consistently been recognized as a best place to work:

Best Accounting Firms to Work For (Nationally Accounting Today and Best Companies Group)

Ranked the #3 Best Company to Work For in New York in the Medium Companies category (State NYS SHRM and Best Companies Group) 2023 ranked #1 in 2022

Rochester s Top Workplaces (Local D&C and Energage)

Central New York s Best Places to Work (Local CNY Business Journal and BizEventz)

Since 1992 Insero & Co. has been a proud member of RSM US Alliance a premier affiliation of independent accounting and consulting firms. RSM US Alliance provides our firm with access to resources of RSM US LLP the leading provider of audit tax and consulting services focused on the middle market with more than 9000 people in 86 offices nationwide.

With Insero you get the best of both worlds a local firm culture with the resources of a national practice.

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 w/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 firms clientele. Be ethical conscientious detail oriented and well organized.

In the spirit of pay transparency we are excited to share that the starting base pay range for this position is $87000 $110000 annually. Please keep in mind that this range is base pay only and does not consider other components that make up the total rewards package for the position such as eligibility to receive discretionary spot bonus incentives. This range is a reasonable estimate of the current salary range for this position. Actual compensation is influenced by a variety of factors including but not limited to skills experience qualifications and/or education and geographic location. It is not typical for a candidate to be hired at or near the top of the range for their role and compensation decisions are dependent on the capabilities and experience of the candidate. Incentives if any depend on various factors including without limitation individual and firm performance.

• Manager Bonus Program: Managers are eligible for a discretionary MBO based annual bonus. The program consists of having proven accomplishments in established areas: Client Service People and Growth.
  

Benefits

We offer competitive salaries an outstanding paid time off program (5 weeks) 16 paid holidays remote/hybrid work flexibly 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 optout dollars if you do not need medical ins coverage. In addition we offer tremendous growth and development opportunities to assist with both your personal and professional goals.

At Insero we re committed to transforming the employee experience beyond industry standards to enable you to build your ideal career. Let us show you how life at Insero is different:

We offer excellent advancement opportunities as well as advisor and mentor programs.

We invest heavily in training and technology.

We focus on flexibility with an amazing hybrid working environment giving you the ability to work in the office as well as from home/remote.

We serve a wide variety of clients and offer many compliance and consulting services giving our team members opportunities to explore different areas of practice.

There are also many opportunities to get involved from day one including our initiatives for outreach innovation wellness and diversity equity and inclusion.