
Tax Manager
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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
Skills
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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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