About this opportunity
Insight Global lists this Tax Manager opportunity in horseheads, New York. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Company: JOHN G. ULLMAN & ASSOCIATES, INC.
Openings: 1
Duration: Perm
Salary: $105,000
Location: Big Flats, NY 14845 | Onsite
Schedule: Mon- Fri 9-5pm
Relocation: Local candidates preferred; relocation options available
Job Description:
Insight Global is seeking a Tax Manager for a top financial services client in the greater Elmira, NY area. This individual will take on a key leadership role overseeing complex tax preparation and review, leading tax planning initiatives, and identifying opportunities to deliver greater value to clients. The Tax Manager will also mentor developing tax professionals, research complex tax matters, collaborate closely with clients and advisors, and help drive process improvements across the department. This is an excellent opportunity for an experienced tax professional looking to combine technical expertise, client service, and team leadership in a growing organization.
Day-to-Day:
Review and prepare complex individual, partnership, trust, gift, and other tax returns
Lead tax planning and quarterly projection activities
Identify opportunities to maximize client tax planning strategies
Serve as a departmental leader and drive process improvements
Mentor and develop tax associates
Research complex tax matters and provide guidance to clients, advisors, and staff
Respond to federal, state, and local tax authority correspondence
Build and maintain strong client relationships
Partner with clients and advisors to deliver high-quality tax services
Help drive overall team and departmental success
Must-Haves:
Bachelor’s degree
Enrolled Agent (EA) required
7+ years of tax experience
Experience preparing and reviewing complex tax returns
Strong communication and client service skills
Proficiency with Microsoft Office and tax software applications
Experience handling individual, partnership, trust, gift, and other complex tax returns
Strong tax research and planning capabilities
Plusses:
CPA
Fiduciary tax return experience
ProSystem experience
BNA Income Tax Planner experience
Intelli-Connect experience
Experience with similar tax planning/research platforms
Worksite address
horseheads, NY, 14845, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.