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Tax Manager

Insight Global

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At a glance

Compensation
No compensation found
Location
Big Flats, NY
Work Authorization
Not specified

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Requirements

Credentials this posting asks for.

Enrolled AgentBachelor's degree

Job overview

Insight Global seeks a Tax Manager for its Elmira, NY area office to lead tax planning, review complex returns, mentor staff, and enhance client service. The role involves overseeing departmental initiatives, fostering process improvements, and maintaining strong relationships with clients and advisors while ensuring compliance with tax regulations.

Skills & qualifications

RequiredNice to have

Skills

Microsoft OfficeTax Software ApplicationsProSystemBNA Income Tax PlannerIntelli-ConnectFiduciary ReturnsStrong CommunicationClient Service

Qualifications

Bachelor's DegreeEnrolled AgentCPA7+ Years Tax ExperienceExperience Reviewing and Preparing Complex Tax Returns

Full job description

Job Description

Insight Global is hiring a Tax Manager to join our growing team in the greater Elmira, NY area. In this leadership role, you'll review and prepare complex tax returns, lead tax planning initiatives, mentor team members, and partner with clients and advisors to deliver exceptional service and maximize tax planning opportunities. Key Responsibilities:

  • Review and prepare individual, partnership, trust, gift, and other complex tax returns
  • Lead tax planning and quarterly projection activities
  • Serve as a departmental leader, driving process improvements and team success
  • Mentor and develop tax associates
  • Research tax issues and provide guidance to clients, advisors, and staff
  • Respond to federal, state, and local tax authority correspondence
  • Maintain strong client relationships and deliver outstanding client service

Skills and Requirements

  • Bachelor's degree
  • Enrolled Agent (EA) required; CPA preferred
  • 7+ years of tax experience,
  • Experience reviewing and preparing complex tax returns
  • Strong communication and client service skills
  • Proficiency with Microsoft Office and tax software applications
  • Experience with fiduciary returns and ProSystem, BNA Income Tax Planner, Intelli-Connect, or similar tools is preferred

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [email protected].

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