KD in CA Posted December 31, 2008 Share Posted December 31, 2008 Tax Manager (wealth management firm) Company: Successful Client-Owned Wealth Management Firm Location: Corning, NY , in the Finger Lakes Region Reports to: Chief Operating Officer Reports: Three Apply: http://www.maxhire.net/cp/?E55E6B361D43717B7E51122B7755172604 Challenge We're looking for an expert Tax Manager for a community-minded wealth management firm in the heart of the Finger Lakes region of New York State. With this firm, you'll work a reasonable schedule without the typical tax season crunch – leaving time for family, personal, and civic activities. Our Client Our client is located in downtown Corning, NY, a vibrant small city minutes from Watkins Glen, Elmira, and the Pennsylvania border. It's located in the heart of the Finger Lakes Region, famous for its lakes, hillsides, wineries, quaint towns, shopping, and historic locations. This firm is a stable family office / wealth management firm offering comprehensive professional services tailored to individual client needs. They provide proactive financial planning, investment management, tax / estate planning, and philanthropic advisory services. This organization works at maintaining a team-oriented environment and encourages its members to grow both professionally and personally. At every level of the organization, you'll find their values of integrity, excellence, and continuous improvement. It's a small yet successful organization, with clients in 17 states and several countries. Your job will be to supervise a staff that prepares individual, fiduciary, charitable and partnership tax returns and makes estimated tax payments for its clients and the accounts they manage. Typical Duties Supervise a staff of three (two accountants and one admin) Review tax returns prepared by team members Ensure all compliance work is performed Participate in preparation of quarterly tax estimates Generate and respond to correspondence with IRS and state agencies Research tax-related issues Rewards Competitive salary Incentive bonus and unique defined contribution plan Comprehensive benefits package Generous vacation / PTO schedule Commitment to fund appropriate educational endeavors Opportunity to work for a small firm Chance to interact with all levels of management Professional freedom to perform duties without being over-managed Criteria for Response BS degree required Minimum of 4 years of tax preparation experience Experience with various entity types CPA or Enrolled Tax Agent Financial analysis skills Tax research and planning skills Understanding and interpretation of financial statements Thorough knowledge of GAAP principles Mike Morone Executive Recruiter Worldleaders, Inc. 300 State Street Rochester, NY 14614 office (585) 399-0653 cell (585) 749-5107 Link to comment Share on other sites More sharing options...
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