Tax Manager – Hybrid role
*Seeking candidates who have tax
management experience preparing and reviewing complex individual and small
business tax returns. 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.
Location: Ithaca or Rochester office – one could be living in the surrounding areas of
Rochester, Syracuse or Ithaca, NY. 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.
Firm
Overview:
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 (National, Accounting Today and Best Companies
Group) 2012 - 2023
· Ranked the
#1 Best Company to Work For in New York in the Medium Companies category
(State, NYS- SHRM and Best Companies Group) 2024, ranked #3 in 2023 and #1 in
2022
· Rochester’s
Top Workplaces (Local, D&C and Energage) 2014-2022
· Central
New York’s Best Places to Work (Local, CNY Business Journal and BizEventz)
2018-2021
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 9,000 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 firm's 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 $87,000 - $110,000
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 comprises 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 opt-out 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.
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