Tax Associate

Senior Tax Associate
Elmira, New York

Insero Talent Solutions is partnering with a growing financial services firm in the Southern Tier in search of a Senior Tax Associate to join their team. The Associate will work with the Tax and Investment Teams to develop tax strategies, tax preparation and tax planning.

Responsibilities:

• Prepares and reviews complex Federal and state income tax returns for individuals, trusts, partnerships and corporations.
• Provide support in all aspects of the tax planning process to aid management. This will primarily involve identifying opportunities to minimize tax burdens and providing detailed analyses and recommendations.
• Research tax matters and summarize conclusions and rationale. Research will primarily focus on Federal individual tax issues, but may periodically involve trust, corporate, pass-through and tax-exempt entities, as well as some state tax issues.
• Reviews and analyzes bookkeeping records to ensure accuracy, completeness and alignment with tax reporting requirements for clients receiving bookkeeping or tax services.
• Prepares monthly, quarterly or year-end journal entries to ensure accurate financial reporting and GAAP compliance.
• Assists in audit preparation and representation.
• Perform other duties as assigned.

Requirements:

• Bachelor’s degree in Accounting, Finance or Economic degree - with tax coursework.
• One of the following professional certifications is required:
  • Certified Public Accountant (CPA)
  • Enrolled Agent (EA)
• 7+ years of progressive experience in tax and strategic tax planning
• Familiarity with professional tax software such as Lacerte, CCH or GoSystem Tax RS
• Familiarity with QuickBooks desktop and online
• Highly self-motivated.
• Ability to work in a dynamic team environment.
• Effective communication and organizational skills.
• Strong attention to detail and analytical skills.