​Tax Manager – Hybrid role

*Seeking candidates who have taxmanagement experience preparing and reviewing complex individual and smallbusiness tax returns. We offer tremendous growth and developmentopportunities to assist with both your personal and professional goals. Are youready for a new challenge? If you are interested in working in a vibrant firmwith stimulating assignments and growth potential, this is the opportunity foryou. We are not your typical CPA Firm; we truly recognize and value our teammembers and balance between work and life.

Location: Ithaca or Rochester office – one could be living in the surrounding areas ofRochester, Syracuse or Ithaca, NY.Weoffer a hybrid working environment. If one is located outside of Ithaca, travelto our Ithaca office would be ideal a couple times per month.

FirmOverview:

Insero & Co. is anaccounting and business advisory practice serving businesses, nonprofits,governmental entities, and individuals throughout New York state. One of ourcore values is that we are Passionate about People. We don’t just talk aboutour values, we live them. That’s why we’ve consistently been recognized as abest place to work:

·BestAccounting Firms to Work For (National, Accounting Today and Best CompaniesGroup) 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 in2022

·Rochester’sTop Workplaces (Local, D&C and Energage) 2014-2022

·CentralNew 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 ofindependent accounting, and consulting firms. RSM US Alliance provides our firmwith access to resources of RSM US LLP, the leading provider of audit, tax andconsulting services focused on the middle market, with more than 9,000 peoplein 86 offices nationwide.

With Insero, you get the bestof both worlds, a local firm culture with the resources of a national practice.

Responsibilities:

·Preparesand reviews Personal and Entity tax returns/work files for completeness,accuracy and compliance; communicates with and trains staff on areas needingimprovement.

·Assumesthe responsibility for the smooth flow of tax returns.

·Monitorstax deadlines to ensure that returns are prepared on a timely basis;communicates with partners during the preparation process to identify any taxissues needing addressing and to pull jobs so that they reach the technicalreview stage timely.

·Monitorsand analyzes all incoming tax notices and drafts responses.

·Managesworkloads and work products of other tax staff members; delegates tax work tostaff.

·Overseestax, tax planning and fixed asset software to ensure defaults are properly set;disseminates software enhancements to staff.

·Actsas key client contact person for select engagements.

·Contributesto the client service team by producing quality work with quick turnaround andattentive service.

·Trainsaccountants and interns to prepare effective responses to tax notices andreviews for accuracy.

·Performstax research and helps train staff to do the same, schedules annual taxresearch training session for all tax staff.

·Informsclients (or staff member) of tax options available and possible outcomesthrough clear and concise memos, emails or letters.

·Seeksand communicates efficiencies in producing quality work products.

·Initiatesnew work for existing clients.

·Stayscurrent on new legislation and educates staff and clients.

·Supervisesextension process to ensure accurate and timely preparation.

Requirements:

Education and Experience

Minimum of a Bachelor of Sciencein Accounting w/150 credit hours and CPA eligibility preferred. Managersnormally have a minimum of 6 years’ experience as an accountant working withinpublic accounting (or equivalent experience as deemed appropriate by the firm). Master’s degree in Tax is a plus.

Qualifiedcandidates will have experience with all different entity types. Ideal taxexperience servicing complex individuals / 1040 returns and small businessclients. A minimum of three years senior/supervisory capacity is requiredfor a Mgr level position. Candidates must be proactive in tax planningideas/processes. A proven record of building sustainable client relationships.Have a working knowledge of Paperless systems such as GoFileRoom and taxsoftware such as ProSystems or CaseWare. Have a professional demeanor withexcellent communication skills. Enjoy working with people and understand theimportance 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 sharethat the starting base pay range for this position is $87,000 - $110,000annually. Please keep in mind that this range is base pay only and does notconsider other components that make up the total rewards package for theposition such as eligibility to receive discretionary spot bonus incentives.This range is a reasonable estimate of the current salary range for thisposition. Actual compensation is influenced by a variety of factors includingbut not limited to skills, experience, qualifications, and/or education andgeographic location. It is not typical for a candidate to be hired at ornear the top of the range for their role and compensation decisions aredependent on the capabilities and experience of the candidate. Incentives, ifany, depend on various factors, including, without limitation, individual andfirm performance.

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·Manager Bonus Program: Managers are eligible for a discretionary MBO based annual bonus. Theprogram comprises of having proven accomplishments in established areas: ClientService, People and Growth.

Benefits:

We offer competitive salaries, an outstanding paid time offprogram (5 weeks), 16 paid holidays, remote/hybrid work flexibly, 401(k) planwith firm contributions, tuition reimbursement program, 100% employer paidparking, annual management bonus program, CPA bonus, a variety of differentmedical plan options along with opt-out dollars if you do not need medical inscoverage. In addition, we offer tremendous growth and development opportunitiesto assist with both your personal and professional goals.

At Insero, we’re committed totransforming the employee experience, beyond industry standards to enable youto build your ideal career. Let us show you how life at Insero is different:

·Weoffer excellent advancement opportunities as well as advisor and mentorprograms.

·Weinvest heavily in training and technology.

·Wefocus on flexibility, with an amazing hybrid working environment giving you theability to work in the office as well as from home/remote.

·Weserve a wide variety of clients and offer many compliance and consultingservices, giving our team members opportunities to explore different areas ofpractice.

·Thereare also many opportunities to get involved from day one, including ourinitiatives for outreach, innovation, wellness, and diversity, equity, andinclusion.