Our Company At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high performing, connected culture, where everyone feels like they belong.
We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry.
At H&R Block, we're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.
A Typical Day...
Joining H&R Block as a TaxAssociate means you will have the support of an expert team dedicated to providing you with the tax training you need to be successful. You will also have the freedom, flexibility, and extra earnings you will need to embrace what makes your life uniquely yours.
* Conduct tax interviews with clients face to face and through virtual tools - video, phone, chat, email
* Prepare complete and accurate tax returns
* Generate business growth, increase client retention, and offer additional products and services
* Provide clients with IRS support
* Support office priorities through teamwork and collaboration
* Grow your tax expertise
It would be even better if you also had...
* Bachelor's degree in accounting or related field
* Previous experience in a customer service or retail environment
* Experience working in a fast-paced, supportive environment
* Ability to work a minimum of 25-35 hours weekly throughout tax season and up to 40 hours during peak weeks
What you'll bring to the team...
* Successful completion of the H&R Block Tax Knowledge Assessment or Income Tax Course1
* Experience working in a fast-paced environment
* Comfort working with virtual tools - video, phone and chat
* Ability to effectively communicate in person, via phone and in writing
* Must meet all other IRS and applicable state requirements
* High school diploma / equivalent or higher
Why work for us
At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs.
* Employee Assistance Program with Health Advocate.
* Wellbeing program, BetterYou, to help you build healthy habits.
* Neurodiversity and caregiver support available to you and your family.
* Various discounts on everyday items and services.
* Benefits with additional eligibility requirements: Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan.
* Click here to checkout all available benefits.
The Community You Will Join:
At H&R Block we remain committed to building a Connected Culture - one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team.
You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other.
H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.
If you're looking to make an impact, H&R Block is the place for you.
1 - Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.
Sponsored Job
#64631
Joining H&R Block as a TaxAssociate means you will have the support of an expert team dedicated to providing you with the tax training you need to be successful. You will also have the freedom, flexibility, and extra earnings you will need to embrace what makes your life uniquely yours.
* Conduct tax interviews with clients face to face and through virtual tools - video, phone, chat, email
* Prepare complete and accurate tax returns
* Generate business growth, increase client retention, and offer additional products and services
* Provide clients with IRS support
* Support office priorities through teamwork and collaboration
* Grow your tax expertise
$51k-75k yearly est. Auto-Apply 21d ago
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Tax - Mid-Level Associate - New York
Evans Hiring Partners
Tax associate job in Boston, NY
Tax - Mid-Level Associate - New York Job Type: Full-time Location: New York
An Am Law 100 law firm is seeking a highly-qualified mid-level associate to join its Tax practice in the New York office. This role offers the opportunity to work closely with the firm's corporate practice, providing tax advice on a variety of matters.
Job Description
The associate will be involved in advising clients on a broad range of tax-related issues associated with corporate transactions including:
Mergers, acquisitions, and divestitures
Partnerships, LLCs, and other joint ventures
Private equity and private equity fund formation
Real estate, real estate fund formation, and real estate investment trusts
Regulated investment companies
Financing and capital markets transactions
Job Requirements
Experience: 3-5 years of experience in general transactional tax work.
Skills: Outstanding academic credentials, comparable law firm experience, and excellent written and verbal communication skills are required.
Licensing Requirements: Must have relevant bar admission or be eligible to obtain admission promptly.
Application Process
Candidates interested in this position are encouraged to get in touch with EHP Legal to submit their application or to request a call to discuss the open position further. This opportunity allows for significant professional development in a dynamic and supportive environment, ideal for those looking to advance their career in tax law.
$59k-99k yearly est. 60d+ ago
Part-Time Seasonal Tax Preparer
Col 3.9
Tax associate job in Hamburg, NY
Benefits:
Bonus based on performance
Competitive salary
Employee discounts
Flexible schedule
Opportunity for advancement
Signing bonus
Training & development
Seeking a job that fits around your life? Look no further! We provide flexible scheduling options, so you can balance work and personal commitments. Embrace the possibilities by adding this side gig or growing a new career at Jackson Hewitt and apply today!
If you join our team as a Seasonal Tax Preparer, you'll conduct one-on-one tax interviews with clients, start to develop your book of business, and provide exceptional customer service. You will also have the opportunity to expand your skill set with professional development and continual training.
No matter your work background or experience level, we welcome you to apply!
** $150 Sign-On Bonus for new employees! Terms apply **
What you need:
Passion for providing extraordinary customer service
Excellent communication and interpersonal skills
Ability to thrive in a fast-paced work environment
Basic computer skills
Willingness to learn
Additional Perks:
Full-time and part-time positions are available
Flexible Schedule Options - Work that works for you!
Work Lotto (Win money for logged shifts)
Low-cost benefits (healthcare, dental & vision)
Teladoc
(Unlimited Teladoc sessions for you and your whole household for $18 per month)
Free identity theft protection
Corporate discount program
Referral bonus opportunities are available for referring qualified candidates
Free continuing tax education
Enrolled Agent materials and testing reimbursement
Opportunities for advancement within the organization
Employee referral program & sign-on bonus for new Tax Preparers (terms apply)
Medical & Prescription benefit option
(eligible to participate after working 1,560 hours annually)
401k with Company Match
(eligible to participate after working the first 1,000 hours)
If you're looking for a rewarding opportunity to learn new skills and make an impact, apply today! Compensation: $16.25 per hour
Working at Jackson Hewitt
Jackson Hewitt is a national brand with local heart. After 40+ years and our name on over 65 million returns, we're not only committed to providing a better tax experience for the hardest-working Americans, but we also strive to change the lives in our communities for the better, too. We offer a full suite of tax preparation services and guidance. Join us.
Taxes are fun (really!)
At Jackson Hewitt, we're proud to offer tax training to beginners and continuing education courses for more seasoned Tax Pros. We offer on-the-job mentorships too, and we're always championing your professional success and personal goals. Enjoy a flexible schedule and work that works around you for a change. Plus, start earning extra income and learning a recession-proof life skill now.
PTIN Certification: Yes
Thank you for your interest in Jackson Hewitt Inc., Jackson Hewitt Technology Services, LLC, Tax Services of America, Inc., or any of its or their subsidiaries, affiliates, or related entities (collectively herein, “Jackson Hewitt” or the “Company,” but excluding independently owned and operated franchise locations). The Company is an equal employment opportunity employer and does not tolerate discrimination against or harassment of any applicant or employee on the basis of race, color, sex, religion, national origin, age, disability, or any other status protected by applicable federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
CANDIDATE ACKNOWLEDGEMENT:
Tax Preparer Applicants: I understand, as a condition of employment, I must be able to obtain a Preparer Tax Identification Number (PTIN) and the IRS will conduct their own background investigation.
I certify that all answers given in connection with my application(s) for employment with Jackson Hewitt Inc. and/or its wholly owned subsidiary Tax Services of America, Inc. (collectively, the “Company”) are true and complete to the best of my knowledge. I understand that a false statement, false answer, misrepresentation or omission may result in a decision not to hire me, the withdrawal of an offer of employment, or the termination of my employment with the Company, regardless of when the false or misleading information or omission is discovered.
I understand that the completion of this application is a preliminary step to employment. It does not obligate the Company to offer employment to me, or for me to accept employment. This application is considered active for a period of time not to exceed (30) days. I understand that a Company representative may contact me during the application process.
By providing my phone number, I consent to receive automated telephone calls and/or text messages from Jackson Hewitt and its agents regarding Jackson Hewitt employment opportunities. Message and data rates may apply. Text STOP to opt-out.
By submitting an application, I certify, agree, and confirm my review and understanding, as set forth in the “Candidate Acknowledgment” set forth on the job posting.
$59k-89k yearly est. Auto-Apply 13d ago
Senior Tax Consultant
Farm Credit East 4.5
Tax associate job in Batavia, NY
Join a team focused on the success of our customers, the success of our communities, and the success of each other. Farm Credit East (FCE) is the leading provider of loans and farm advisory services to farm, forest product, fishing, and other agricultural business owners across the northeast with $11.7 billion in total loan volume and $29 million in annual financial services revenue from 18,000 customers across our 8-state territory. We are One Team Working Together with a focus on our five pillars: Outstanding Customer and Employee Experience, Quality Growth, Operational Excellence, Commitment to our Communities, and Protecting Customer Information.
As a member of the Farm Advisory Services team, the Senior Tax Consultant profitably delivers accurate, high quality, high impact consulting service to customers in a manner that enables them to better accomplish business/family objectives and meets Farm Credit East fee income objectives. This role strengthens and expands existing customer relationships and develops new consulting relationships. In addition, consultants develop a wide network of agricultural professionals and leaders from various sectors supporting the industry.
A good understanding of accounting principles and a basic understanding of tax law are keys, as are excellent communication and customer service skills. This role works closely with tax and business accounting analyst staff, loan officers, and other business units to develop a strong understanding of Farm Credit East's products and services to provide valuable solutions to customers' financial and business needs. Those successful in this role possess a proactive, self-starter mindset along with a willingness to cultivate relationships with both new and existing customers.
The value drivers for this role are as follows:
Demonstrates deep understanding of the Dairy industry including herd management, crop management and financial analysis. Successful candidate will be able to facilitate/lead a team of advisors to provide valuable strategic insight for our dairy farm clients
Collaborates with the consulting team to provide a best-in-class consulting practice recognizing areas of specialization within the group that can be broadcast to all customers to further drive value
Adapts broad knowledge of agribusiness to clients who are not in the dairy industry which can include but is not limited to fruit, cash grain or winery clients.
Come join a collaborative, customer-focused team at Farm Credit East!
Duties and Responsibilities
Creating Customer Value
Delivers accurate, high quality, high impact consulting services to customers in a manner that motivates and enables them to better accomplish their objectives
Contributes to the success of customer businesses and the Association through the timely and accurate delivery of consulting services to customers for a profitable fee
Business Development
Achieves growth targets by performing business development activities that expand existing customer relationships and bring new customers to the Association
Seeks and vets both traditional and non-traditional opportunities, ranging from the farm to the agri-business along with all participants of the ag value chain who are eligible
Prioritizes high value add interactions with customers day in and day out through active relationships and sound customer understanding
Promotes the FCE brand in their marketplace
Builds and nurtures Centers of Influence (community presence, network, and external partners) to generate external referrals
Utilizes the 360-degree view of the customer to generate, or act upon, internal referrals to or from credit and financial services
Develops expertise and working knowledge within Ag segments, serving as a Trusted Advisor
Embraces the transformation of the Association through adoption and utilization of new processes, procedures, and digital tools with the intent to deliver a high-level customer experience
Required Education or Experience
Position requires a Bachelor's degree in Agriculture, Agri-Business, Economics, Finance, Business, or related field or an equivalent combination of education and experience to perform the essential functions of the job.
CPA/EA preferred.
Agricutlural tax experience perferred.
We offer hybrid work options after two months of employment with Farm Credit East. Hybrid work options are determined based on job role and balancing the needs of the customers, the team, and individual work performance. This will be reviewed based on manager discretion.
Compensation and Benefits:
Salary Range: $90,000-$150,000 commensurate with experience
Short-Term Incentive to reward business results
Retirement Contributions :
401k match up to 6% of salary; or for those unable to take full advantage of the 401(k) match, verified student loan payments may qualify for an employer match in your 401(k) up to 6% of salary
Defined Contribution retirement plan funded at 2-9% of salary depending on years of service
Time Off:
15-25 days of vacation leave per year, depending on years of service
12 days of holiday leave per year
7.5 days of sick leave in your first year, followed by 12 days of sick leave per year thereafter; unlimited rollover of unused sick leave year to year
Paid Parental Leave: Up to 80 hours of paid leave for birthing, non-birthing, and adoptive parents
Family Care Leave: Additional leave options available under FMLA and company policy
Health and Insurance:
Comprehensive medical, dental, and vision plans, including preventive care and wellness programs to support your overall health and well-being
Health Savings Account
Life insurance at 2x base pay
Accidental Death and Dismemberment insurance at 2x base pay
Long-term disability insurance at 2/3 base pay
Additional Benefits:
Tuition reimbursement
Continuing education and training
Employee Assistance Program offering a wide variety of tools and resources
Benefits Eligibility:
Eligibility Begins: First of the month following your hire date
Eligible Employees: Full-time employees working 30+ hours per week; Part-Time employees working 20+ hours per week.
Farm Credit East is an Equal Opportunity Employer. As an Equal Opportunity Employer, we do not discriminate on the basis of race, color, religion, national origin, sex, sexual orientation, gender identity, age, marital status, disability status, protected veteran status, genetic information or any other status protected by federal, state or local law. It is our goal to make employment decisions that further the principle of equal employment opportunity by utilizing objective standards based upon an individual's qualifications for a specific job opening. In compliance with the Americans with Disabilities Act (“ADA”), if you have a disability and would like a reasonable accommodation in order to apply for a position with Farm Credit East, please call ************** or e-mail ************************************
$90k-150k yearly 60d+ ago
Seasonal Tax Preparer
Bonadio & Company LLP 4.1
Tax associate job in East Aurora, NY
The Bonadio Group is currently seeking experienced Seasonal Tax Preparers to support the Small Business Advisory Service Line in our East Aurora office between January 2026 and April 2026.
Responsibilities
Prepare concise individual income tax returns
Work on issues of diverse scope where analysis of situation or data requires evaluation of a variety of factors, including an understanding of current tax trends
Adhere to the highest degree of professional standards and strict client confidentiality
Handle and manage multiple priorities, and deliver projects and engagements on time, within budget and to the client's satisfaction
Deliver quality client service (internal staff/external clients) and value while establishing and maintaining strong client relationships
Qualifications
Required:
At least three years experience in client tax preparation
Proficiency in ProSystem FX tax software
The salary for this role is $25.00 - $35.00 per hour.
Hours of Operation:
Our office hours are 8:00 a.m. to 5:00 p.m.
Our summer hours are 8:00 a.m. to 5:00 p.m. Monday through Thursday, and 8:00 a.m. to noon on Friday
We pride ourselves on our flexibility; however the ability to work additional hours will be needed at peak times
At The Bonadio Group, we believe that an inclusive work environment allows all of our people to achieve their greatest potential and the greatest results for our clients and communities. Bonadio is committed to the principle of equal treatment and opportunity for all people. The Firm is committed to fostering and managing diversity in the workplace as an integral part of its practice and service to clients. The Firm values the rich variety of perspectives and experiences offered by those of different backgrounds. This diversity strengthens our institution and enables it to better respond to our clients' needs in an increasingly global profession. Apply online, get on board, and grow with us. You'll be glad you did!
All communications from The Bonadio Group regarding recruitment and hiring will come from an
@bonadio.com
email address and our process includes a discussion with our Talent Management team. If you have any questions or concerns, please contact us immediately at ************** or
*******************
.
EOE/AA Disability/Veteran
$25-35 hourly Auto-Apply 41d ago
Experienced Tax Preparer at Walmart
Jackson Hewitt-ADX 4.1
Tax associate job in Brockport, NY
Job DescriptionBenefits:
Bonus based on performance
Competitive salary
Employee discounts
Flexible schedule
Opportunity for advancement
Signing bonus
Training & development
Calling all Experienced Tax Preparers! Join our team for an exciting seasonal opportunity that offers flexible schedules. Leverage your tax expertise, business background, and knowledge of tax laws to propel you to the next level. You will provide exceptional client service while connecting with clients in a fun, fast-paced environment. Don't miss out on this opportunity to make a difference for the hardest working! Situated within one of the largest retailers, Walmart, you will have the opportunity to tap into a vast customer base and experience the rewards of handling a larger book of business, allowing you the potential to earn higher compensation by adding this side gig or growing a new career at Jackson Hewitt.
** $150 Sign-On Bonus for new employees! Terms apply **
What you need:
2+ seasons of previous experience completing individual, trust, and/or partnership tax returns
Passion for providing extraordinary customer service
Excellent communication and interpersonal skills
Ability to thrive in a fast-paced work environment
Basic computer skills
Willingness to learn
Experience in accounting, finance, retail, bookkeeping, or taxes
Additional Perks:
Full-time and part-time positions are available
Flexible Schedule Options Work that works for you!
Work Lotto (Win money for logged shifts)
Low-cost benefits (healthcare, dental & vision)
Teladoc
(Unlimited Teladoc sessions for you and your whole household for $18 per month)
Free identity theft protection
Corporate discount program
Free tax preparation training and PTIN registration reimbursement
Referral bonus opportunities are available for referring qualified candidates
Free continuing tax education
Enrolled Agent materials and testing reimbursement
Opportunities for advancement within the organization
Employee referral program & sign-on bonus for new Tax Preparers (terms apply)
Medical & Prescription benefit option
(eligible to participate after working 1,560 hours annually)
401k with Company Match
(eligible to participate after working the first 1,000 hours)
If you're looking for a rewarding opportunity to learn new skills and make an impact, apply today
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
Tax - Business Tax Services Fiduciary Trust/Estate Administration Services - Analyst
The opportunity
EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!
Fiduciary Trust & Estate Tax Administration Services (FTEAS) provides fiduciary/court accounting services for banks, law firms, family offices and individuals. The role of the Analyst is to assist the team in the successful management of the FTEAS business conducted out of his or her respective office and assisting, when requested, the FTEAS leadership team in developing and implementing the overall strategy of the FTEAS business.
Your key responsibilities
We are looking for a motivated individual who can provide trust tax compliance outsourcing and support services for organizations who utilize a trust accounting system including banks, wealth management firms, family offices, trust companies and law firms. The ideal candidate will review, prepare and oversee accounts, manage client relationships and maximize operating efficiency.
Prepare and review fiduciary accountings for trusts, estates and guardianships
Review trust and estate documents, including trust instruments, wills and IRS Form 706
Review and interpret source data (e.g., bank statements, brokerage statements, checking accounts), in order to determine proper treatment for accounting purposes
Participate in internal and external training to maintain and enhance knowledge of fiduciary law and software applications
Communicate with client liaison and/or client trust administration team on a regular basis
Regular interaction and communication with immediate supervisor, and all department/company co-workers, including data entry staff
Responsible for start to finish of an accounting, including monthly billing
Ability to organize and maintain personal account workload
Maintain annual firm required CPE credits
Participate in business development activities
Skills and attributes for success
To qualify for the role, you must have
A bachelor's degree in Accounting, Finance or Economics a related field
A minimum of 2 years of experience in preparation of fiduciary accountings
Knowledge of current fiduciary accounting law
Strong technical, verbal and written communication skills with ability to participate in internal meetings and client meetings
Experience with managing client relationships
Detail oriented
Strong technical skills in basic computer software applications, including Microsoft Word and Excel
Approximately 2 years of work experience in professional services or professional tax organization
Demonstrated excellent interpersonal, analytical, and problem-solving ability
The ability to adapt your work style to work with both internal and client team members
Strong analytical, quantitative, interpersonal and written/verbal communication skills; problem-solving ability and attention to detail
Willingness to travel as needed, and working in a balanced hybrid environment
Ideally, you will have
Experience working with the Thomson Reuters FAS accounting system preferred, but not required
A Paralegal degree with trust and estate knowledge, with experience in an accounting firm or bank trust department is preferred
Experience working in a law firm preferred, but not required
What we look for
We're interested in professionals with fiduciary experience with a genuine interest in providing outstanding services to some of the world's most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you'll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.
What we offer you
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more.
We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $58,900 to $97,400. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $70,800 to $110,500. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
Are you ready to shape your future with confidence? Apply today.
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
EY | Building a better working world
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at **************************.
$70.8k-110.5k yearly 3d ago
Community Finance Operations Investment & Tax Specialist
M&T Bank 4.7
Tax associate job in Buffalo, NY
Responsible for providing overall operational support with the management and oversight of Community Finance's applicable tax credit equity investments and other structured lending products. **Primary Responsibilities:** + Provide support to the various Community Finance business lines by recommending solutions to problems that arise, team training, and liaising with key stakeholders.
+ Process capital contributions for M&T's investments.
+ Assist in facilitating the commitment/closing process for new investments by assisting the Operations & Risk Manager with closing tasks such as validating documentation, conducting preliminary reviews, and ensuring the file is complete.
+ Oversee the department's annual documentation collection for, and requests for information from, M&T's stakeholder departments (including Finance, Accounting Policy, CRA, Corporate Tax, and Sustainability)
+ Function as the Operations & Risk Manager's surrogate with respect to the ownership of the department's software systems (including working with applicable vendors); operate and maintain the department's software systems; participate in software enhancement-related projects; function as the owner of any tools or models under the purview of the Operations & Risk Manager
+ Support the tracking of productivity and performance metrics through reporting and dashboards.
+ Ensure the department's compliance with policies, procedures, and guidelines and provide quality control and assurance.
+ Continuously enhance the department's workflow processes.
+ Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management.
+ Promote an environment that supports belonging and reflects the M&T Bank brand.
+ Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
+ Complete other related duties as assigned.
**Scope of Responsibilities:**
The department originates and manages tax credit investments ("TCI") that enable M&T to repurpose its tax liability in support of federal and state public policy objectives including financing activities that promote the public welfare. These activities, particularly low-income housing TCIs, are the primary driver to achieve M&T's CRA requirements, enhance our community banking model, and contribute to our sustainability aspirations and business case. Participation in state tax credit programs as well as historic preservation TCI is a secondary focus. Involvement in these programs frequently necessitate both equity investments in addition to loans. The department generates several hundred million dollars in new investments annually. This position works closely with the Operations & Risk Manager to support Community Finance and to partner with cross-functional working teams to include M&T's Tax, Technology, Finance, and Accounting Policy departments to ensure compliance with critical objectives.
**Supervisory/Managerial Responsibilities:**
N/A
**Education and Experience Required:**
Bachelor's degree in Accounting/Finance or related field and a minimum of 5 years relevant experience or in lieu of a degree, a combined minimum of 9 years higher education and/or work experience including a minimum of 5 years' relevant experience
Commercial credit experience.
Solid knowledge of personal computers, with thorough knowledge of various software programs (such as Word, Excel and other departmental software).
**Education and Experience Preferred:**
Investment and/or lending experience
Excellent analytical ability.
Knowledge of credit principles.
Highly motivated, detail-oriented self-starter.
Excellent communication and organization skills.
Ability to interact with external and internal personnel using tact and diplomacy.
**Physical Requirements:**
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $89,600.00 - $149,300.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.
**Location**
Buffalo, New York, United States of America
M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
$89.6k-149.3k yearly 60d+ ago
Tax Advisor, Wealth Management
Brown Brothers Harriman & Co
Tax associate job in Charlotte, NY
At BBH, Partnership is more than a form of ownership-it's our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what's next, this is the right place to build a fulfilling career.
The Tax Advisor, Wealth Management will be responsible for providing tax advisory and planning support for clients of BBH's Private Wealth Management group, directly or through external providers. The ideal candidate can be a trusted advisor who can partner with business owners, executives, and family offices to navigate complex tax structures and tax considerations to optimize. They will also provide valuable input to the development of tax planning strategies to various internal and external constituents.
Responsibilities:
Tax Management & Advisory
Review tax returns and provide potential planning opportunities for individuals and entities.
Research and analyze tax questions and stay informed regarding new or proposed changes in tax laws and regulations.
Identify and implement proactive tax planning strategies to minimize tax exposure and optimize after tax results.
Advise Trust Officers, Relationship Managers, attorneys, and accountants on tax matters which affect the management of accounts.
Partner with CFOs and family office professionals to integrate tax considerations into broader financial and cashflow planning.
Develop and review tax plans to minimize overall estate and income taxes, with support.
Analyze tax matters and drive appropriate business decisions by making recommendations and involving key business resources.
Review financial statements for individuals and entities like partnerships, corporations, and private foundations and provide feedback.
Collaborate with external tax advisors ensuring consistency between advisory strategies and compliance filings.
Qualifications:
Bachelor's degree required
6-8+ years relevant work experience
CPA, JD, or other advanced tax credential strongly preferred
Trust taxation experience strongly preferred
Effective communication skills and ability to meet with sophisticated high net worth individuals to articulate complex tax provisions and tax planning strategies
Strong technical tax knowledge and experience
Ability to utilize tax research software to perform tax research
Ability to work in team and manage multiple advisors
Ability to monitor, prioritize and coordinate workflow across multiple advisors
Experience with Microsoft Office products
This role can be based in either our New York, Boston, Philadelphia, Chicago or Charlotte locations and will be a hybrid role, with a minimum of three days per week in office.
Salary Range
NYC: $110k - $150k base salary + annual bonus target
Boston/Charlotte: $100k-$150k base + annual bonus target
Chicago/Philadelphia: $100k-$140k base + annual bonus target
BBH and its affiliates' compensation program includes base salary, discretionary bonuses, and profit-sharing. The anticipated base salary range(s) shown above are only for the indicated location(s) and may differ in other locations due to cost of living and labor considerations. Base salaries may vary based on factors such as skill, experience and qualification for the role. BBH's total rewards package recognizes your contributions with more than just a paycheck-providing you with benefits that enhance your experience at BBH from long-term savings, healthcare, and income protection to professional development opportunities and time off, our programs support your overall well-being.
We value diverse experiences. We value diverse experiences and transferrable skillsets. If your career hasn't followed a traditional path, includes alternative experiences, or doesn't meet every qualification or skill listed in the job description, please do go ahead and apply.
About BBH:
Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges. Delivering for our clients and each other energizes us.
We believe that how we do our work is just as important as what we do. We are relentless problem solvers who know our best ideas come from collective debate and development-so we are never possessive about our ideas. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice-creating success that lasts. No matter where you sit in the organization, everyone is empowered to contribute their ideas. BBHers can pick up the phone and call any colleague, and they are happy to help. Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another.
We believe stability is a competitive advantage, but being stable means having the knowledge, skill, and discipline to evolve, often-pushing the boundaries of innovation. As a private partnership, every investment we make is in the relationships, technologies, products and development we believe are in the long-term interests of our clients and our people. Our long-tenured leaders are experts in their areas and are actively involved in the day-to day business, taking the time to provide guidance and mentoring to build the next generation of BBHers. Because we know, our success begins with yours.
Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.
$110k-150k yearly Auto-Apply 60d+ ago
Tax Preparer
Jth Tax LLC
Tax associate job in Buffalo, NY
Job Title: Tax Preparer
Department/Business Unit: Managed Operations
Reports to: Office Supervisor
Status: Seasonal
FLSA Status: Non-Exempt
Tax Preparer role involves preparing accurate tax returns for individuals and small businesses, providing exceptional customer service, and staying current with tax regulations and laws. The Tax Preparer will play a critical role in helping clients achieve financial success and compliance.
Responsibilities/Duties
Tax Preparation:
Prepare individual and small business tax returns accurately and efficiently.
Review financial records, such as income statements and documentation of expenditures, to determine forms needed to prepare tax returns.
Ensure compliance with federal, state, and local tax regulations.
Customer Service:
Provide outstanding customer service by addressing client concerns and questions in a timely manner.
Conduct client interviews to gather information about their tax situation.
Explain tax return outcomes and provide tax planning advice.
Compliance and Accuracy:
Stay updated on current tax laws and regulations through ongoing education and training.
Ensure all returns are prepared in compliance with relevant laws and regulations.
Verify the accuracy of data entered into tax software.
Documentation and Recordkeeping:
Maintain organized and accurate records of all client interactions and tax returns.
Ensure all required documents are filed correctly and securely.
Keep up to date with client files and follow up on missing information.
Training and Development:
Participate in training sessions and continuing education to maintain professional credentials.
Stay informed about changes in tax laws and software updates.
Collaboration:
Work closely with other tax professionals and office staff to ensure a seamless workflow.
Assist in mentoring and training junior staff members as needed.
Assist in marketing execution
Qualifications
Strong knowledge of federal, state, and local tax laws and regulations.
Proficiency in tax preparation software and Microsoft Office Suite.
Excellent attention to detail and organizational skills.
Strong analytical and problem-solving abilities.
Superior communication skills, both verbal and written.
Ability to work independently and manage multiple priorities.
Must have PTIN or eligible to receive.
Education and Experience
Associate's degree in accounting, finance, or a related field; or equivalent experience.
Minimum of 1-3 years of experience in tax preparation.
Physical Requirements
Position requires working at a desk for periods of time. Some overtime and weekend work may be required, especially during tax season.
Work Environment
The work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is not exposed to weather conditions.
Employee Acknowledgement
This is not necessarily an exhaustive list of responsibilities, skills, duties, requirements, efforts or working conditions. While this list is intended to be an accurate reflection of the current job, Liberty Tax Service reserves the right to revise the functions and duties of the job or to request that additional or different tasks be performed.
Liberty Tax Service is an equal opportunity employer.
$47k-90k yearly est. Auto-Apply 60d+ ago
Tax Preparer
Liberty Tax Service 3.8
Tax associate job in Buffalo, NY
Job Title: Tax Preparer Department/Business Unit: Managed Operations Reports to: Office Supervisor Status: Seasonal FLSA Status: Non-Exempt Tax Preparer role involves preparing accurate tax returns for individuals and small businesses, providing exceptional customer service, and staying current with tax regulations and laws. The Tax Preparer will play a critical role in helping clients achieve financial success and compliance.
Responsibilities/Duties
Tax Preparation:
* Prepare individual and small business tax returns accurately and efficiently.
* Review financial records, such as income statements and documentation of expenditures, to determine forms needed to prepare tax returns.
* Ensure compliance with federal, state, and local tax regulations.
Customer Service:
* Provide outstanding customer service by addressing client concerns and questions in a timely manner.
* Conduct client interviews to gather information about their tax situation.
* Explain tax return outcomes and provide tax planning advice.
Compliance and Accuracy:
* Stay updated on current tax laws and regulations through ongoing education and training.
* Ensure all returns are prepared in compliance with relevant laws and regulations.
* Verify the accuracy of data entered into tax software.
Documentation and Recordkeeping:
* Maintain organized and accurate records of all client interactions and tax returns.
* Ensure all required documents are filed correctly and securely.
* Keep up to date with client files and follow up on missing information.
Training and Development:
* Participate in training sessions and continuing education to maintain professional credentials.
* Stay informed about changes in tax laws and software updates.
Collaboration:
* Work closely with other tax professionals and office staff to ensure a seamless workflow.
* Assist in mentoring and training junior staff members as needed.
* Assist in marketing execution
Qualifications
* Strong knowledge of federal, state, and local tax laws and regulations.
* Proficiency in tax preparation software and Microsoft Office Suite.
* Excellent attention to detail and organizational skills.
* Strong analytical and problem-solving abilities.
* Superior communication skills, both verbal and written.
* Ability to work independently and manage multiple priorities.
* Must have PTIN or eligible to receive.
Education and Experience
* Associate's degree in accounting, finance, or a related field; or equivalent experience.
* Minimum of 1-3 years of experience in tax preparation.
Physical Requirements
Position requires working at a desk for periods of time. Some overtime and weekend work may be required, especially during tax season.
Work Environment
The work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is not exposed to weather conditions.
Employee Acknowledgement
This is not necessarily an exhaustive list of responsibilities, skills, duties, requirements, efforts or working conditions. While this list is intended to be an accurate reflection of the current job, Liberty Tax Service reserves the right to revise the functions and duties of the job or to request that additional or different tasks be performed.
Liberty Tax Service is an equal opportunity employer.
$50k-92k yearly est. 5d ago
Experienced Tax Associate/Tax Senior
Solid Rock Recruiting LLC
Tax associate job in Buffalo, NY
Job Description
About the Firm: Well-established CPA firm of around 40 professionals, serving a diverse portfolio of privately held businesses, individuals, and partnerships. Our size allows us to offer the resources and technical depth of a larger firm, while still maintaining the close-knit, team-oriented culture of a smaller one. We value long-term relationships-both with our clients and our team-and offer flexibility, mentorship, and the opportunity to grow your career without getting lost in the crowd.
The Opportunity:
We are looking for an Experienced TaxAssociate with 2-6 years of public accounting experience to join our growing tax team. This role is ideal for someone who enjoys hands-on work with clients and wants to expand their technical and advisory skills in a supportive environment.
What You'll Do:
Prepare federal and multi-state tax returns for individuals, partnerships, S-corps, and trusts
Assist with tax planning and research for a variety of clients and industries
Review client financial data and workpapers to ensure accuracy and compliance
Communicate directly with clients and respond to tax-related questions or issues
Work closely with managers and partners on special projects and technical issues
Maintain accurate records and help support smooth engagement workflows
What We're Looking For:
2-6 years of relevant tax experience in public accounting
Bachelor's degree in Accounting (CPA license or progress toward CPA preferred)
Familiarity with tax prep software (e.g., CCH Axcess, UltraTax, ProSystems, etc.)
Detail-oriented with strong organizational and time management skills
Comfortable working both independently and collaboratively
Excellent communication and client-service skills
What We Offer:
Flexible work environment
Competitive compensation and annual bonus potential
Full benefits package including health, dental, vision, 401(k) match, and more
Paid continuing education and CPA exam support
Direct access to firm leadership and a clear path for advancement
A friendly, inclusive team that values your contributions and well-being
Apply today by sending your resume to brian@solidrockrecruiting.com or Direct Phone: 605-910-9530.
$87k-124k yearly est. 26d ago
Audit & Tax Accountant
Staffbuffalo
Tax associate job in Amherst, NY
Are you an experienced Public Accounting Professional looking to bring both your audit and tax expertise to a collaborative, client-focused environment? This full-time, in-person Audit & Tax Senior Accountant role, paying $70,000-$95,000/year depending on experience, is a fantastic opportunity to join a well-respected CPA firm with offices in both the Northtowns while supporting a diverse client portfolio.
The successful Audit & Tax Accountant will bring 2+ years of public accounting experience with a proven track record in performing financial statement audits and preparing/reviewing complex tax returns. This role is ideal for someone who enjoys variety in their workload, values strong client relationships, and takes pride in delivering accurate, timely, and compliant results. You'll work directly with business owners, executives, and individuals to provide strategic audit insights and comprehensive tax solutions, all while mentoring junior staff and contributing to the firm's continued growth.
This is an in-person position with the option to be based in the Northtowns, offering the opportunity to work with a team known for its professionalism, responsiveness, and long-term client relationships.
Responsibilities:
Plan, execute, and review financial statement audits in accordance with GAAP and firm standards.
Prepare and review complex Individual, Corporate, Partnership, and Fiduciary tax returns.
Conduct audit testing, document findings, and present recommendations to clients.
Oversee tax planning, compliance, and reporting in accordance with Federal, State, and Local regulations.
Supervise, mentor, and provide feedback to associates and senior associates.
Utilize advanced Microsoft Excel skills for analysis, reconciliations, and reporting.
Research and resolve complex tax and accounting issues, providing clear, timely recommendations to clients.
Maintain strong client relationships through proactive communication and service excellence.
Qualifications:
Bachelor's degree in Accounting.
CPA license required or actively in progress.
2+ years of public accounting experience in both audit and tax.
Exceptional proficiency in Microsoft Excel and experience with professional tax and audit software.
Strong organizational, analytical, and written communication skills.
Benefits:
Health, dental, and vision insurance.
Company-matched 401(k) plan.
Generous paid vacation, sick days, and holidays.
Flexible work schedule, including a 4-day work week option in the summer.
Additional voluntary benefits such as accident, critical illness, disability, and life insurance.
If you're ready to apply your audit and tax expertise in a respected firm that values your skills and offers long-term growth potential, apply today to be considered for this excellent opportunity.
The advertised pay range represents what we believe at the time of this job posting, that our client would be willing to pay for this position. Only in special circumstances, where a candidate has education, training, or experience that far exceeds the requirements for the position, would we consider paying higher than the stated range.
First time working with a
Recruiter
? No problem! We make the process as smooth and straightforward as possible. Communication is key - to get started, all we need from you is an updated resume and some time to chat. Our team will get to know and your future career goals. Throughout the process, we will provide resume feedback, schedule and prepare you for interviews, provide client feedback, and coach you through the offer stage.
StaffBuffalo
is an Equal Opportunity Employer and does not discriminate in employment on account of race, color, religion, national origin, citizenship status, ancestry, age, sex (including sexual harassment), sexual orientation, gender, gender identity or expression, marital status, physical or mental disability, military status, or unfavorable discharge from military service.
#INDCPA
$70k-95k yearly 60d+ ago
Tax Senior Associate
GHJ
Tax associate job in Buffalo, NY
Job DescriptionGHJ is looking for a Tax Senior Associate WHY we get up in the morning At GHJ we help our people and clients pursue their passions, build thriving businesses, and create a better future. WHAT we believe We believe that collaboration is the foundation for success. We work as a business advocate for our clients - providing personalized service and building long-term relationships to help position our clients for the future. HOW we succeed We are deeply committed to our core values of Bright Minds, Brave Hearts and Bold Actions and incorporate them into every aspect of our business. By living these values, we are able to meet our strategic objectives of Remaining Fiercely Independent (financial success), Meeting client demands/needs (client success), Reinforcing and expanding cultural distinction (people success).
Summary of Role:At GHJ, our Tax Practice is comprised of over 100 professionals, the majority of whom have post-graduate degrees in tax, law or business and have previously worked with “Big Four” accounting firms. Our dedicated tax team is specifically trained in dealing with complex tax issues for privately held businesses, including federal, state and local tax strategies, tax credit maximization, estate planning and international matters. We work with our clients to find appropriate solutions to maximize tax benefits and savings, providing sophisticated advice tailored for each client. We also provide our clients with the added bonus of having access to tax and industry resources that highlight emerging trends and inspire thoughtful discussions amongst peers and industry leaders through our events, blogs and publications. Our team prides itself on its ability to understand the strategic vision of our clients and work toward common goals while maintaining the proper level of independence. We see ourselves as more than just tax accountants; we want to be true advisors and collaborators with our clients. This position is a unique opportunity with tremendous growth potential for the right candidate. We are developing a high net worth (HNW) practice to address the needs of current and future clientele with strategic wealth preservation and planning opportunities. This position would be ideal for a candidate that wants to directly impact the growth of a specialized niche within an existing tax practice. You will be responsible for:
Review tax information submitted by client for completeness; meet with or call clients with questions.
Possesses knowledge of tax regulations in order to answer clients' questions.
Prepare or Review personal tax returns of various complexities Prepare or Review corporate, partnership, and S-CORP returns.
Prepare or Review amended returns of any variety and complexity.
Prepare or Review personal tax projections.
Respond to tax notices of any sort and preparation of initial drafts of any letters required.
Perform tax research projects.
Complete S-election and requests for accounting changes, as required.
Make adjusting entries and complete trial balances in order to prepare a tax return.
Prepare tax accruals as may be required in preparing corporate tax returns.
Works with confidential client matters; requires ability to keep matters confidential.
What we need from you:
Excellent oral & written communication skills.
Strong interpersonal skills, including proven experience liaising with clients.
Self-starter with the ability to work independently and use good judgment.
What skills & experience you'll bring to us:
At least 3 years of experience in preparing individual, corporate and partnership tax returns including complex and specialized tax returns in compliance with individual and business federal and multi-state tax returns and at least one (1) year experience using computerized tax preparation, tax planning and tax research software.
Requires a Bachelors' degree in Accounting, Business, or related degree.
Must also hold either a current and valid certified public accountant's license, or be working toward obtaining the license by taking and passing the California State CPA exam.
Seven decades, overriding focus: our people and our clients.GHJ was founded in 1953, making us one of the oldest independent firms in the Los Angeles area. Ranked as a top 20 largest accounting firm on the Los Angeles Business Journal's Book of Lists, the firm has 22 partners and approximately 200 staff members that serve over 3,000 clients. Our firm is a member of the American Institute of Certified Public Accountants (AICPA), the AICPA Governmental Audit Quality Center (GAQC), Public Company Accounting Oversite Board (PCAOB), the California Society of CPAs and the California Association of Nonprofits (CAN). Collaboration and maintaining strong relationships are the cornerstones of our success.We are also an independent member of HLB International, a worldwide organization of over 250 member professional accounting firms and business advisors. This affiliation gives us access to the subject matter experts of other member firms and provides consulting and professional services in over 158 countries through its nearly 800 offices worldwide. GHJ complies with all local/state regulations in regards to displaying salary ranges. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. Any offered salary is determined based on internal equity, internal salary ranges, market data, ranges, applicant's skills and prior relevant experience, certain degrees and certifications (e.g. JD, technology), for example. At GHJ, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $87,000 to $107,000.
Equal Employment OpportunityGHJ is an equal opportunity employer. In accordance with applicable law, we prohibit discrimination against any applicant or employee based on any legally-recognized basis, including, but not limited to: race, color, religion, sex (including pregnancy, lactation, childbirth or related medical conditions), sexual orientation, gender identity, age (40 and over), national origin or ancestry, citizenship status, physical or mental disability, genetic information (including testing and characteristics), veteran status, uniformed service member status or any other status protected by federal, state or local law. Our commitment to equal opportunity employment applies to all persons involved in our operations and prohibits unlawful discrimination by any employee, including Department Heads and co-workers.
#LI-JN1
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
$87k-107k yearly 6d ago
Tax Accountant
Provision People
Tax associate job in Buffalo, NY
Our award-winning client is seeking a Tax Accountant to join their team. The role of the Tax Accountant is an integral member of the tax team adding value through assisting with a variety of projects as well as working closely with the Tax Manager, Sr. Tax Manager and Sr. Director in the preparation of all aspects of tax compliance (Federal, State and Foreign income tax, and property tax). In addition, the Tax Accountant will assist in research, monitoring and accounting for non-compliance tax related functions.
Responsibilities:
Prepare partnership income tax returns and supporting workpapers
Prepare quarterly tax estimate calculations and make payments
Assist with quarterly tax distribution calculations
Prepare monthly non-US indirect tax returns and supporting workpapers
Prepare monthly transfer pricing calculations and issue intercompany invoices
Prepare and issue annual informational tax filings
Assist with review of tax fixed assets
Manage tracking and payments of royalty withholding and property taxes
Provide accounting assistance to monthly close process
Prepare reconciliations for selected general ledger accounts
Post monthly tax journal entries
Prepare annual property tax returns
Mentor and review tax intern's work
Keep all sensitive matters confidential
Other duties as assigned
Required Qualifications:
Education and Experience
One (1) to three (3) years of tax experience - preferably in a public accounting environment required.
Bachelor's degree within accounting required. Additional experience will be considered in lieu of a degree.
CPA preferred.
Knowledge, Skills, and Abilities
Excellent organizational and time management skills with ability to prioritize tasks and meet deadlines.
Able to demonstrate thoroughness and attention to detail with tasks.
Previous and direct experience utilizing CCH Prosystems/Axcess or similar tax prep software.
SAP, CCH Workpaper Manager/Engagement and/or Sage depreciation software preferred.
Able to work independently and problem solve in a fast-paced environment.
Able to communicate effectively verbally and in writing with individuals at varying levels in the organization.
Able to build relationships with others and collaborate within a team environment.
Able to apply accounting concepts easily and learn new concepts as needed.
Proficient in MS Office - Word, Excel, PowerPoint and Outlook with advanced Microsoft Excel skills required.
$63k-90k yearly est. 60d+ ago
Estates & Trusts Tax Accountant
Progressive Staffing
Tax associate job in Buffalo, NY
(Permanent) Our client, a long\-established law firm with a great reputation in WNY, is looking to hire an Estates & Trusts Tax Accountant to join their growing team. This is a great opportunity in a highly respected firm that is open due to a retirement.
Responsibilities:
Perform daily responsibilities regarding estate planning, tax matters, and trust administration
Gather information from clients in order to accurately prepare, review, and file gift tax, estate, and fiduciary income tax returns
Ensure filings are prepared and submitted on time and in compliance with all legal and regulatory requirements
Act as the liaison between the firm and clients\/financial advisors\/CPAs in order to appropriately develop estate and tax planning strategies
Create documents for estate planning-including, but not limited to, tax documents, wills, trusts, & powers of attorney
Take part in valuating and transferring assets relating to each case-including business interests, securities, and real estate
Perform administrative duties such as scheduling meetings, maintaining organized client files, tracking case deadlines, coordinating filings on time, and communicating necessary information with attorneys\/clients\/courts
Manage the probate process
Conduct research and remain up to date with regulations & tax laws regarding estate planning, trusts, etc., to ensure compliance is maintained at all times
Work well in a team environment as well as independently
Other duties as assigned\/as necessary
Details:
Position is full time, direct hire
100% in\-office for the first 3 months, 1\-day WFH afterwards
M\-F 8:30\-5:00
$70,000 \- $90,000 annually depending on experience
Health, Dental, Vision, PTO, 10 Paid holidays, 401k match, Parking reimbursement contribution,
Bachelor's degree in Accounting
Great interpersonal and communication skills (written and verbal)
Strong organization skills, analytical, and time management skills
Meticulous attention to detail
Self\-motivated
Relocation not available
Candidates must be authorized to work in the United States; Visa sponsorship is not available
All employees and applicants, please know that you have access at all times to New York State and Federal Labor Laws and Posters at the Government Agency websites: https:\/\/dol.ny.gov\/posting\-requirements\-0; https:\/\/www.dol.gov\/general\/topics\/posters#workplace\-posters
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$70k-90k yearly 60d+ ago
ICP Tax Senior
Withumsmith+Brown
Tax associate job in Buffalo, NY
Withum is a place where talent thrives - where who you are matters. It's a place of endless opportunities for growth. A place where entrepreneurial energy plus inclusive teamwork equals exponential results.
Explore different industries. Learn new skills. Connect with our diverse teams of professionals to gain insight into the career you envision. Your Career Starts with You.
Experience the Transformative Power of Withum Plus You - that's the Power in the Plus!
Withum's Tax Services Group is made up of a brilliant team of tax specialists that work to ensure tax reporting obligations are met in an accurate and timely manner and minimize or defer the payment of taxes. Their comprehensive understanding of international, US federal, state, and local regulations, counting our affiliation with HLB international, allows them to help develop economical tax strategies anywhere. Their services include Business, Individual, State & Local tax, R&D Tax Credit, as well as International and Private Client services.
As a Tax Senior based out of one of our offices located in California, Florida, Illinois, Maryland, Massachusetts, New Jersey, New York, Pennsylvania, Rhode Island, Tennessee, Texas, Virginia, or Washington, you'll work alongside an integrated team of seasoned, well-known CPAs and industry leaders. In this position, you will take a lead role on all aspects of tax engagements, supervise/mentor staff, and build/maintain relationships with clients.
Withum's brand is a reflection of our people, our culture and our strength. We have become synonymous with teamwork and client service excellence. The cornerstone of our success can truly be accredited to the dedicated professionals who work here every day, whose mission is to help our clients grow and thrive - to be in a position of strength. But our commitment goes beyond our clients as we continue to live the Withum Way, promoting personal and professional growth for all team members, clients, and surrounding communities.
How you'll spend your time:
Reviewing Business and Individual Tax Returns (1065, 1120, 1120S, 1040)
Coordinating with clients and their advisors on quarterly and year-end tax planning and projections
Providing supervision, training and support to the engagement staff and promoting open communication to the engagement partner and manager
Inspiring, developing, mentoring, and retaining staff while providing challenging assignments
Researching and assisting with complex tax matters
The kinds of people we want to talk to have many of the following:
Bachelor's Degree in Accounting
Licensed CPA, or working towards CPA certification with parts passed
Master of Science in Taxation is preferred
At least 4 years of public accounting experience
Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
Ability to manage multiple engagements and competing projects
Strong leadership, training, and mentoring skills, coupled with excellent verbal, written, and presentation skills to represent the Firm well to client's management
Excellent analytical, organizational, project management skills, strong attention to detail, and proven innovative problem-solving skills
Ability to travel as needed based on client assignments
The compensation for this position will vary by location. If you reside in Maryland, Massachusetts, New Jersey, New York, Pennsylvania, or Rhode Island please see below. In addition to the base compensation, Withum offers a competitive benefits package and bonus program (for eligible roles) based on individual and firm performance. Final offer amounts are based on multiple factors such as the specific role, hiring location, as well as the individual's skills, experience, and qualifications. For additional information on our benefits, visit our website at ********************************
Maryland - $90,000 - $115,000
Massachusetts - $85,000 - $145,000
New Jersey - $85,000 - $175,000
New York - $90,000 - $165,000
Pennsylvania - $85,000 - $150,000
Rhode Island - $95,000 - $125,000
#LI-JB1; #LI-Hybrid
WithumSmith+Brown, PC is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of race, color, creed, religion, ancestry, age, sex, (including pregnancy), genetic information, marital status, domestic partnership status, familial status, affectional or sexual orientation, gender identity, citizenship status, national origin, disability or handicap, veteran status, weight, height, or any other classification protected by federal, state, or local law.
$95k-125k yearly Auto-Apply 33d ago
Property Tax Appeals Consultant (New York State)
Abode Money 3.9
Tax associate job in Buffalo, NY
Property Tax Appeals Advisor
Hourly (Contract Based) - $75 to 100 / Hour
We're a rapidly growing technology company that helps homeowners save on the financial elements of homeownership. Today, we have tens of thousands of homeowners on our platform. As we expand into New York, we're seeking an experienced Property Tax Advisor to guide our team on navigating regulatory and operational requirements.
This is a contract-based, hourly consulting role ideal for someone who's an expert within New York's property tax protesting system and can serve as a trusted guide during early-phase market entry.
If interested, there's also an opportunity for this to transition into a mutually beneficial partnership with Abode to help us fill out our property tax product in New York. Today, we're partnered with blue chip home financial services companies such as: USAA, Lemonade, Compass, Nerdwallet, CreditKarma, Monarch Money, Consumer Reports, Thumbtack, and many others.
🔍 What You'll Help With
As an advisor, you will support our internal team with:
Regulatory insight: Clarifying state statutes, administrative processes, and compliance obligations for property tax protests.
County-specific knowledge: Advising on local nuances for major counties.
Filing processes: Guiding us through how and when to file petitions (TRIM notices, deadlines, evidence, etc.) - including online vs. paper submission requirements.
Hearing procedures: Sharing insights on the hearing process and best practices for protest preparation.
✅ Who We're Looking For
You're a great fit if you:
Have direct experience working within the property tax ecosystem - either with your own practice, part of an established firm, or local government.
Understand county-specific procedures, deadlines, and rules, particularly for the 5 largest counties.
Are an innovative thinker. We know there are established (regulated) ways of doing things in property tax. However, we need someone who has a keen eye for taking an innovative approach while still adhering to local guidelines.
Are available to consult on an as-needed, hourly basis via phone or Zoom.
🚀 Why This Role Matters
We're on a mission to make homeownership more affordable for homeowners. Your guidance will play a critical role in helping us expand into new states smoothly and responsibly - ensuring we build on a strong, compliant foundation.
This is a flexible, high-impact opportunity to contribute your expertise without full-time commitment.
Interested in advising us? We'd love to connect!
Job Description
Cooperidge Consulting Firm is seeking an Asset Accountant for a top Financial Services client in Williamsville, NY.
This is a high-growth "ground floor" opportunity within a stable, reputable organization that actively promotes from within. The Asset Accountant serves as a critical member of the accounting team, managing the lifecycle of fixed assets and supporting capital project tracking. This role is designed for a detail-driven professional who seeks long-term stability and a clear trajectory into senior auditing or specialized accounting departments.
Job Responsibilities
Fixed Asset Management: Maintain and manage all fixed asset accounts, including complex setups, transfers, and depreciation schedules.
Transaction Oversight: Review and audit fixed asset financial transactions to ensure accuracy and compliance with internal standards.
Capital Projects: Create and analyze accounting entries tied to various capital projects and oversee detailed project cost tracking.
Financial Reporting: Handle regulatory reporting requirements and perform complex reconciliations.
Process Improvement: Participate in special projects to streamline asset accounting workflows and improve data integrity.
Collaboration: Support the broader finance team with detailed analytical data for budgeting and long-term financial planning.
Requirements
Education
Bachelor's degree in Accounting, Finance, or a related field is REQUIRED.
Minimum GPA of 3.0 or higher is MANDATORY (Official transcripts will be requested).
Experience
Minimum of five (5) or more years of professional accounting experience is required.
Proven track record of professional stability; candidates with frequent job changes ("job hoppers") will not be considered.
Background in fixed asset accounting, budgeting, or SOX compliance is highly preferred.
Skills
Solid knowledge of GAAP accounting principles and procedures.
Advanced Excel expertise and the ability to thrive in a collaborative, team-centric environment.
Experience with PeopleSoft Financials or similar enterprise-level platforms is a significant plus.
Strong analytical, organizational, and technical communication skills.
Benefits
Comprehensive health, vision, and dental insurance plans
Life insurance coverage
401(k) retirement plan with company matching contributions
Paid time off including vacation, sick leave, and holidays
Opportunities for career growth and advancement
How much does a tax associate earn in Cheektowaga, NY?
The average tax associate in Cheektowaga, NY earns between $47,000 and $125,000 annually. This compares to the national average tax associate range of $40,000 to $95,000.
Average tax associate salary in Cheektowaga, NY
$77,000
What are the biggest employers of Tax Associates in Cheektowaga, NY?
The biggest employers of Tax Associates in Cheektowaga, NY are: