Tax Manager at Insero & Co. CPAs, LLP

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

We are clients of the RSM Professional Services+ Practice. As a client, we have access to the Professional Services+ Collaborative, a globally connected community that provides access to an ecosystem of capabilities, collaboration and camaraderie to help professional services firms grow and thrive in a rapidly changing business environment. As a participant in the PS+ Collaborative, we have the opportunity to interact and share best practices with other professional services firms across the U.S. and Canada.

Since 1992, this relationship has given Insero access to a valuable accounting and consulting peer network of like-sized firms as well as a broad range of technical tools, expertise, and practice management resources.

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.