Tax preparer jobs in Buffalo, NY - 163 jobs

The Bonadio Group is currently seeking experienced Seasonal Tax Preparers to support the Small Business Advisory Service Line in our Buffalo 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

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.

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.

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.

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... As you inspire people to make confident, informed decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year. Joining H&R Block as a seasonal, experienced Tax Professional means you'll serve clients with diverse tax needs with the support of an expert team, dedicated to providing you with advanced tax training you'll need to be successful. It would be even better if you also had... * Bachelor's degree in accounting or related field * CPA or Enrolled Agent certification * Experience completing complex returns (individual, trust, partnership) * 5+ years of experience in accounting, finance, bookkeeping or tax * Experience conducting virtual tax interviews * Experience with tax planning and audit support * Sales and/or marketing experience What you'll bring to the team... * 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 * All certification levels can provide tax notice services * Circular 230 associates can provide audit representation * Mentor and support teammates * Successful completion of the H&R Block Tax Knowledge Assessment* * Experience in accounting, finance, bookkeeping or tax * Experience completing individual returns * 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 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. * Check out all available benefits at ********************** 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. * 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. Pay Range Information The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan. Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit. Pay Range $11.00 - $80.00/Hr. Sponsored Job #20730 As you inspire people to make confident, informed decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year. Joining H&R Block as a seasonal, experienced Tax Professional means you'll serve clients with diverse tax needs with the support of an expert team, dedicated to providing you with advanced tax training you'll need to be successful.

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.

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.

**Specialty/Competency:** IFS - Finance **Industry/Sector:** Not Applicable **Time Type:** Full time **Travel Requirements:** Up to 20% At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions. In private tax at PwC, you will focus on providing personalised tax planning and compliance services to high-net-worth individuals and privately-owned businesses. Growing as a strategic advisor, you leverage your influence, expertise, and network to deliver quality results. You motivate and coach others, coming together to solve complex problems. As you increase in autonomy, you apply sound judgment, recognising when to take action and when to escalate. You are expected to solve through complexity, ask thoughtful questions, and clearly communicate how things fit together. Your ability to develop and sustain high performing, diverse, and inclusive teams, and your commitment to excellence, contributes to the success of our Firm. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: + Craft and convey clear, impactful and engaging messages that tell a holistic story. + Apply systems thinking to identify underlying problems and/or opportunities. + Validate outcomes with clients, share alternative perspectives, and act on client feedback. + Direct the team through complexity, demonstrating composure through ambiguous, challenging and uncertain situations. + Deepen and evolve your expertise with a focus on staying relevant. + Initiate open and honest coaching conversations at all levels. + Make difficult decisions and take action to resolve issues hindering team effectiveness. + Model and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. The Opportunity As part of the Partner Tax Preparation Advisors team you are expected to provide tax compliance and tax planning guidance to the owners of PwC across the US. As a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables. You are expected to leverage a network of internal stakeholders and external resources to meet the needs of and service a client-base of partners and principals. Responsibilities - Provide tax compliance and planning guidance to PwC owners - Supervise, develop, and coach teams - Manage client service accounts and engagement workstreams - Solve and analyze complex problems to develop premium deliverables - Leverage a network of internal stakeholders and external resources - Assure exceptional support and meet client expectations - Cultivate meaningful client relationships - Contribute to the firm's purpose, principles, and business strategies What You Must Have - Bachelor's Degree in Accounting, Finance - CPA, Enrolled Agent or Member of the Bar What Sets You Apart - Master's Degree preferred - Understanding of Partnership K-1 income and state tax credits - Skills in managing individual tax compliance - Proficiency in Microsoft Office and Google suite - Ability to review individual tax returns - Experience in leading virtual teams - Skills in building trusted client relationships - Ability to manage project workflow and budgets - Experience in leveraging new technology Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: *************************************** The salary range for this position is: $73,500 - $212,280. For residents of Washington state the salary range for this position is: $73,500 - $244,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: *********************************** \#LI-Remote

What You'll Do Are you a skilled tax professional ready to take your expertise to the next level with closely held businesses and private equity portfolio companies? At Cohen & Co, we prioritize a people-first culture and professional growth, giving you the opportunity to work directly with clients on meaningful, high-impact engagements. As a Tax Senior Accountant on our Business Tax Services team, you will provide strategic tax services to operating businesses owned by private equity firms or closely held owners, managing C-Corps, S-Corps, and Partnerships with precision and compliance. This role offers exposure to complex client structures, the chance to provide strategic insights, and the opportunity to grow your career within a collaborative, learning-focused environment where your contributions truly make an impact. Tax Strategy & Compliance Prepare, review, and file federal, state, and local tax returns for closely held businesses and/or private equity portfolio companies (C-Corps, S-Corps, and Partnerships). Conduct technical research and provide guidance on complex tax matters affecting client operations and investments. Identify opportunities for tax efficiencies, process improvements, and risk mitigation. Stay current on evolving tax regulations and industry best practices to ensure clients receive accurate, compliant, and strategic advice. Client Experience Serve as a trusted advisor to clients, delivering proactive solutions and strategic insights that support business goals. Communicate complex tax matters clearly and confidently to clients, translating technical information into actionable guidance. Build strong relationships with clients and internal stakeholders to foster trust, collaboration, and long-term partnerships. Manage timelines, deliverables, and client expectations to ensure high-quality service and satisfaction. Team Leadership Coach, mentor, and develop staff to enhance technical skills, client service capabilities, and career growth. Oversee workflow, staffing, and engagement planning to ensure timely and accurate delivery of work products. Contribute to the professional growth and development of the team by sharing knowledge, providing feedback, and modeling excellence. Promote collaboration, accountability, and professionalism across engagements in a fast-paced, client-facing environment. Who You Are Qualifications Bachelor's degree in Accounting or related field required; Master's preferred. CPA license or progress toward CPA strongly preferred. Experience preparing federal, state, and local tax returns for closely held businesses and/or private equity portfolio companies. Strong understanding of business tax structures, C-Corps, S-Corps, and Partnerships. Excellent technical research, analytical, and problem-solving skills. Strong written and verbal communication skills; ability to explain complex tax issues clearly to clients and colleagues. Proficiency in Microsoft Excel and tax software; comfort adopting new technology tools. Preferred Experience Experience with personal tax compliance (1040s). Exposure to multi-state tax planning and compliance. Experience mentoring or leading staff. Location Cleveland, Akron, Youngstown, OH - preferred Buffalo, NY; Detroit or St. Clair Shores, MI Hybrid work environment Who We Are #LifeatCohen Sure, we like numbers. (But we'll never treat you like one.) At Cohen & Co our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. In particular, we honor our foundational principle of “great people first” by: Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and Offering a comprehensive and competitive Total Rewards package, which allows each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including time off outside of your standard PTO to give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more! Estimated Salary Range: $70,000-125,000* *Salaries offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs. At Cohen & Co, we don't stop setting ourselves apart by offering competitive base compensation. As part of our 'great people first' foundational principle, our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options, including time off outside of your standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more! Learn More About Us! Discover our Passion, Purpose & Expertise Learn more about our Firm's culture Experienced Hire Opportunities We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients. Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here. #LI-PROMO #LI-Hybrid

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 **************************.

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 - Indirect Tax EDGE - Financial Services Organization - Senior 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! Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace. EY's FSO EDGE State and Local Tax practice provides comprehensive and specialized tax assistance tailored to the unique needs of our clients. You will work alongside our practice office professionals who are knowledgeable and experienced in a wide range of tax areas, processes, and compliance. **Your Key Responsibilities** A Senior Analyst in FSO EDGE State & Local Tax will be responsible for delivering tax compliance and consulting work for clients. The objective is to recognize and identify problem areas and items that need to be addressed or escalated to ensure client needs are timely and accurately completed. You will also be working in a highly collaborative culture, along colleagues from different practices, while listing and sharing information. Other responsibilities include: + Analyzing an evolving portfolio of complex tax operations to provide meaningful business insights + Identifying potential opportunities and risks and communicating these to our clients + Learning and researching current market trends, to maintain your credibility as a trusted advisor + Developing clear, intelligent plans and approaches to improve our clients' tax activities + Researching our clients' business operations and building long-lasting relationships to tailor your advice to their specific needs + Working with a motivated team of professionals + Building effective long-term relationships with our clients + Maintaining your reputation in your field by constantly updating and sharing your technical and finest practice knowledge **Skills and Attributes for Success** **To qualify for the role, you must have** + A bachelor's degree in Accounting, Finance, Business or a related discipline or a graduate degree in Tax or Law + Progress towards CPA or Enrolled Agent license + A minimum of 3 years of relevant work experience in professional services or professional tax organization + A thorough understanding of automated tax processing systems and laws within your area of technical professionalism + Excellent collaboration and negotiation skills, and the confidence to challenge senior colleagues and stakeholders from a diverse range of backgrounds + A commitment to continuing your learning **Ideally, you will also have** + A thorough understanding of state and local partnership tax + Proficiency in Office applications (Word, Excel, PowerPoint) + Experience with Return Preparation Software + Experience in working in a variety of teams + Ability to adapt your work style to work with both internal and client team members **What We Look For** We're interested in people with initiative who are not afraid to speak up, with a genuine desire to service clients in the financial services industry focused on state and local taxes. If you're ready to further build on your reputation as a professional advisor, this role is for you. **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 $81,900 to $135,100. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $98,400 to $153,600. 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 ************************** .

Benefits: 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! ** $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 Compensation: $16.00 - $19.00 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.

What You'll Do Are you a skilled tax professional ready to take your expertise to the next level with closely held businesses and private equity portfolio companies? At Cohen & Co, we prioritize a people-first culture and professional growth, giving you the opportunity to work directly with clients on meaningful, high-impact engagements. As a Tax Senior Accountant on our Business Tax Services team, you will provide strategic tax services to operating businesses owned by private equity firms or closely held owners, managing C-Corps, S-Corps, and Partnerships with precision and compliance. This role offers exposure to complex client structures, the chance to provide strategic insights, and the opportunity to grow your career within a collaborative, learning-focused environment where your contributions truly make an impact. Tax Strategy & Compliance Prepare, review, and file federal, state, and local tax returns for closely held businesses and/or private equity portfolio companies (C-Corps, S-Corps, and Partnerships). Conduct technical research and provide guidance on complex tax matters affecting client operations and investments. Identify opportunities for tax efficiencies, process improvements, and risk mitigation. Stay current on evolving tax regulations and industry best practices to ensure clients receive accurate, compliant, and strategic advice. Client Experience Serve as a trusted advisor to clients, delivering proactive solutions and strategic insights that support business goals. Communicate complex tax matters clearly and confidently to clients, translating technical information into actionable guidance. Build strong relationships with clients and internal stakeholders to foster trust, collaboration, and long-term partnerships. Manage timelines, deliverables, and client expectations to ensure high-quality service and satisfaction. Team Leadership Coach, mentor, and develop staff to enhance technical skills, client service capabilities, and career growth. Oversee workflow, staffing, and engagement planning to ensure timely and accurate delivery of work products. Contribute to the professional growth and development of the team by sharing knowledge, providing feedback, and modeling excellence. Promote collaboration, accountability, and professionalism across engagements in a fast-paced, client-facing environment. Who You Are Qualifications Bachelor's degree in Accounting or related field required; Master's preferred. CPA license or progress toward CPA strongly preferred. Experience preparing federal, state, and local tax returns for closely held businesses and/or private equity portfolio companies. Strong understanding of business tax structures, C-Corps, S-Corps, and Partnerships. Excellent technical research, analytical, and problem-solving skills. Strong written and verbal communication skills; ability to explain complex tax issues clearly to clients and colleagues. Proficiency in Microsoft Excel and tax software; comfort adopting new technology tools. Preferred Experience Experience with personal tax compliance (1040s). Exposure to multi-state tax planning and compliance. Experience mentoring or leading staff. Location Cleveland, Akron, Youngstown, OH - preferred Buffalo, NY; Detroit or St. Clair Shores, MI Hybrid work environment Who We Are #LifeatCohen Sure, we like numbers. (But we'll never treat you like one.) At Cohen & Co our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. In particular, we honor our foundational principle of “great people first” by: Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and Offering a comprehensive and competitive Total Rewards package, which allows each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including time off outside of your standard PTO to give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more! Estimated Salary Range: $70,000-125,000* *Salaries offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs. At Cohen & Co, we don't stop setting ourselves apart by offering competitive base compensation. As part of our 'great people first' foundational principle, our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options, including time off outside of your standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more! Learn More About Us! Discover our Passion, Purpose & Expertise Learn more about our Firm's culture Experienced Hire Opportunities We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients. Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here. #LI-PROMO #LI-Hybrid

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.LocationBuffalo, New York, United States of America

Job Description Audit & Tax Accountant 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.

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.

(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 "}}],"is Mobile":false,"iframe":"true","job Type":"Full time","apply Name":"Apply Now","zsoid":"698106596","FontFamily":"Verdana, Geneva, sans\-serif","job OtherDetails":[{"field Label":"Salary","uitype":1,"value":"$70,000 \- $90,000 annually depending on experience"},{"field Label":"Work Experience","uitype":2,"value":"4\-5 years"},{"field Label":"Industry","uitype":2,"value":"Legal"},{"field Label":"City","uitype":1,"value":"Buffalo"},{"field Label":"State\/Province","uitype":1,"value":"New York"},{"field Label":"Zip\/Postal Code","uitype":1,"value":"14202"}],"header Name":"Estates & Trusts Tax Accountant","widget Id":"558474000000072311","is JobBoard":"false","user Id":"558474000000273007","attach Arr":[],"custom Template":"3","is CandidateLoginEnabled":false,"job Id":"558474000009489034","FontSize":"12","google IndexUrl":"https:\/\/progressivestaffingllc.zohorecruit.com\/recruit\/ViewJob.na?digest=.hde NqCDkyMy0uzHOG2vd6a@5XtUMVb.mKoOdZhF7uY\-&embedsource=Google","location":"Buffalo","embedsource":"CareerSite","indeed CallBackUrl":"https:\/\/recruit.zoho.com\/recruit\/JBApplyAuth.do","logo Id":"hj02ff0703c8f8441448da325b4d963818ab8"}

Essential Functions Assist in performance of month-end close activities including journal entries and supporting documentation, account reconciliation and analysis, and financial statement generation, review, research, and distribution. Perform recurring financial team duties (with Manager oversight), including processing daily banking activity, maintaining fixed asset and depreciation records, preparing sales and use tax returns, assisting with preparation of the company budgets, specialized reporting as required, and maintaining general ledger accounts and financial statement structures. Work with Manager and Senior Financial Accountant to develop responses to reporting and research requests as made by Finance Department customers and complete projects assignments as requested from CFO and FR Manager. Identify, develop, and implement process improvements to shorten the time required to perform the monthly close, and to enhance the quality of information provided to the Finance Department customers. Performs other duties as assigned.

Job Description Senior Accounting & Financial Analyst Lornamead is currently seeking a Senior Accounting & Financial Analyst to join our team! The Senior Accounting and Financial Analyst is responsible for ensuring the accuracy and integrity of financial reporting, performing in-depth financial analyses, and supporting strategic decision-making. This role also manages key treasury functions to optimize liquidity, cash flow, and working capital. The position combines accounting, financial analysis, and treasury expertise to help drive organizational performance and financial health. About the Company: Lornamead Products manufactures and supplies hair care, skin care, oral care, and bath products in America. The company also provides store brand toothpastes, oral analgesics and teeth whitening products to Food, Drug and Mass retailers in North America. Your Challenge: Accounting Manage month-end, quarter-end, and year-end closing processes, including journal entries, account reconciliations, and preparation of financial statements. Ensure compliance with GAAP and internal accounting policies. Prepare, review, and analyze general ledger accounts, balance sheets, and income statements. Monitor and enhance internal controls to maintain the integrity of financial data. Support external audits by providing documentation and analysis as needed. Assist with tax filings, compliance reports, and other regulatory requirements. Financial Analysis & Planning Develop and maintain financial models for forecasting, budgeting, and scenario analysis. Analyze financial performance and key business metrics to identify trends, risks, and opportunities. Conduct variance analysis between actuals and forecasts/budgets, providing clear explanations and recommendations. Support leadership with data-driven insights to inform strategic initiatives and operational decisions. Evaluate business cases, investments, and cost-saving initiatives through ROI and profitability analysis. Partner with cross-functional teams to optimize financial performance and improve processes. Treasury & Cash Management Oversee daily cash flow management, including monitoring cash balances and forecasting short-term liquidity needs. Manage online banking system, and creation of templates. Prepare cash flow forecasts and reports to support investment and financing decisions. Ensure adherence to treasury policies and maintain strong internal controls over cash and banking activities. Collaborate with management to optimize working capital, credit terms, and payment cycles. Qualifications: Bachelor's degree in Accounting, Finance, Economics, or a related field required (CPA, CMA, CFA, or MBA preferred). 5+ years of progressive experience in accounting or financial analysis. Understanding of GAAP, financial reporting, and cash management principles. Experience with ERP systems (e.g., QAD) and banking platforms. Advanced Excel and financial modeling skills; experience with Power BI or other BI tools is a plus. Strong analytical, quantitative, and problem-solving skills. Excellent attention to detail and organizational abilities. Effective communication and presentation skills. Ability to manage multiple priorities and deadlines in a fast-paced environment. High integrity, discretion, and commitment to sound financial governance.