Tax Manager

Stay current on applicable tax regulations, changes in code, and court rulings, and communicate updates to key staff involved in tax planning and return preparations. Assume a leadership role for key functions, areas, or processes within the Tax Services Department, focusing on efficiency, productivity, and budget goals.

Job Summary

We are seeking a Tax Manager to join our firm. This essential position plays a significant role in our strategic plans to grow and expand the business. Based in the charming town of Horseheads, NY, this leadership role offers the opportunity to utilize your education, knowledge, training, and experience in the tax field.

Responsibilities

• Review tax returns ranging from medium to high complexity and make recommendations for accuracy and tax-saving opportunities.
• Prepare tax returns, with complexity ranging from medium to the most complex, depending on experience.
• Take a lead role in tax planning, including preparation and review of quarterly tax projections to determine appropriate amounts for estimates and withholdings.
• Prepare other entities, including partnerships, trusts, and gift tax returns as assigned.
• Interact with clients to clarify questions and data for tax return and projection preparation.
• Maintain good working relationships with clients and staff to enhance client satisfaction.
• Work closely and proactively with clients and advisors to maximize planning opportunities.
• Assume a leadership role for key functions, areas, or processes within the Tax Services Department, focusing on efficiency, productivity, and budget goals.
• Train and mentor associates to enhance the skills and abilities of the team.
• Respond to federal, state, and local correspondence for assigned clients with minimal direction.
• Assist staff with tax issue research, special projects, tax software usage, and respond to taxing authority notices and audits.
• Perform research to answer client and advisor tax queries as needed.
• Stay current on applicable tax regulations, changes in code, and court rulings, and communicate updates to key staff involved in tax planning and return preparations.

Qualifications

• Excellent academic record, four-year college degree required.
• Enrolled Agent (EA) required; CPA is desired.
• A minimum of 7-10 years of tax experience, including reviewing and preparing complex tax returns.
• Excellent interpersonal and communication skills.
• Proven track record as a self-starter with high levels of intensity and motivation.
• Demonstrated passion for providing exceptional client service.
• Strong technical skills, including experience with Microsoft Office (Word, Excel, PowerPoint, Outlook).
• Experience with tax-specific applications.
• Graduate or advanced degree preferred.
• Experience with fiduciary returns is preferred.
• Experience working with Pro System, BNA Income Tax Planner, Intelli-Connect, and other tax research tools and software.

Location

Horseheads, NY, is a charming town known for its welcoming community and scenic surroundings, offering a great quality of life for residents and visitors alike.

Benefits PEAK's benefit offerings available for our associates include medical, dental, vision, Flexible Spending Account (FSA), Dependent Care Savings Account (DCA), and 401K plan.PEAK believes that taking care of our team is essential for success and we are proud to provide benefits that enhance both your well-being and your future. Additionally, our associates may be eligible for Paid Sick Leave as required by Federal, State, or local laws. Equal Opportunity Employer (EEO) PEAK Technical Staffing is committed to creating a diverse and inclusive environment and is proud to be an Equal Opportunity Employer. PEAK does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or veteran status, or any other characteristic protected by applicable law. All employment decisions are made based on qualifications, merit, and business need. We encourage all individuals to apply. Americans Disabilities Act (ADA) The physical and mental requirements described in this job description are representative of those that must be met by an employee to successfully perform the essential functions of the position. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.Must be able to perform the essential physical functions of the position, including sitting, standing, walking, stooping, kneeling, andlifting upto 25 pounds, with or without reasonable accommodation. Candidate Privacy To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://peaktechnical.com/privacy-policy/and https://peaktechnical.com/ca-residents-privacy-rights/ AI Recruiting Disclosure We use AI-assisted tools to help review applications and compare your experience to job requirements, but all hiring decisions are made by human recruiters. You may request a human-only process or opt out of automated communication at any time. Required notices and our latest bias audit are available on our website: www.peaktechnical.com/ai-disclosure.