Senior Tax Advisor Position Available In Steuben, New York

Role Summary:

The Senior Tax Advisor/CPA is responsible for delivering comprehensive tax planning, consulting, and preparation services to our Wealth Strategies members. This role also leads the coordination and execution of tax season operations, ensuring that every member receives a competent, accurate, and timely tax return.

Essential Job Duties Oversees the Credit Union’s tax planning, consulting, and preparation program ensuring efficient, compliant, and high-quality operations.

Plans and organizes workflows, schedules, and operational processes for each tax season.

Trains, coaches, and mentors seasonal tax personnel, providing ongoing support and guidance.

Implements and tests tax software and related modules to ensure operational readiness and efficiency.

Serves as the primary point of contact for all tax-related inquiries from existing and prospective Tax Services clients and Credit Union members.

Conducts regular reviews of all prepared tax returns to ensure accuracy, compliance with internal deadlines, and adherence to applicable regulations, accounting standards, and IRS requirements.

Leads monthly Tax Services meetings with relevant personnel to discuss operations, current priorities, and strategies for maintaining high-quality operations and service deadlines. Directly prepares all complex tax returns and returns for our Wealth Strategies members.

Provides quarterly updates and reports to the Tax Services, LLC Board of Directors.

Collaborates with our licensed Financial Advisors to deliver year-round tax planning and consulting support for Wealth Strategies members.

Builds lasting relationships with our members, helping them enhance their overall financial health, tax strategies, and wealth accumulation.

Conducts comprehensive post-season evaluations to assess successes and identify opportunities for improvement in staffing, procedures, operations, and fee structures.

Maintains all continuing education requirements necessary to uphold CPA licensure and remain current with tax laws, regulations, and best business practices.

Also assumes responsibility for other projects or duties as required or assigned. Required CompetenciesLicensed CPA in New York State.

Strong knowledge of sound business operations with the ability to advise clients accordingly.

In-depth understanding of federal, state, and local tax laws, regulations, and compliance requirements.

Strong knowledge of payroll processing, bookkeeping practices, and related financial procedures.

Self-motivated and able to work independently with minimal supervision.

Demonstrates a high degree of discretion, professionalism, and confidentiality.

Strong initiative, organizational abilities, and effective time management skills.

Highly organized with exceptional attention to detail and accuracy.

Thrives in a dynamic, fast-paced environment, demonstrating a commitment to excellence and continuous improvement.

Effectively manages stress and adapts to change in a fast-evolving environment.

Proficient in Microsoft Office Suite applications, including Word, Excel, and Outlook.

Education RequirementsA Bachelor’s degree in Business, Finance, or related field preferred. Commensurate work experience will also be considered.

Experience Requirements7+ years of related experience required.

Communication Skills RequirementsThe communication skills needed to effectively perform this position include the ability to:

Read and comprehend moderate to advanced instructions, correspondence, and memos. Write moderate to advanced correspondence within professional etiquette standards. Effectively present information in one-on-one and small group situations to members, clients, vendors, and other employees of the Credit Union.

Physical Requirements Reasonable accommodations may be made to enable individuals with disabilities to perform the role.

Ability to work within a moderately noisy, fast paced environment.

Regular use of computers is required.

Specific vision abilities required by this position include close vision and the ability to adjust focus from close range to long range. Compensation – The Senior Tax Advisor/CPA base salary pay range is $85,000 to $120,000 per year. Hiring rates are dependent on several factors, including years of related work experience, education, and geographic location. Corning Credit Union also offers an annual bonus plan as part of its comprehensive compensation package. Corning Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. ADP Privacy Policy |

ADP Legal PolicyMinimum Salary:

85000

Maximum Salary:

120000

Salary Unit:

Yearly