We are seeking an experienced tax preparer to work with a Senior Tax Advisor (Certified Public Accountant) in preparing personal tax returns for our client base as well as running tax estimates and tax planning scenarios throughout the year.
The position also entails assisting a Senior Financial Planner (Certified Financial Planner) with crafting financial plans for new clients as well as financial plan updates for existing clients. Significant opportunity exists for career advancement and growth, within a supportive office environment.
Candidate must be comfortable working in a small group office and must be comfortable living permanently in a small rural upstate New York region. Corning New York is a vibrant community that attracts many intelligent and artistic people, through the major employer, Corning Incorporated and surrounding Universities (Cornell, Ithaca, Binghamton, Elmira College, Alfred University). Several of the Finger Lakes are close by, including Keuka Lake, Seneca Lake and Cayuga Lake, as well as a multitude of hiking trails.
Candidates must possess an accounting degree and/or prior individual tax preparation experience. Prior training and/or experience preparing financial plans are a plus.
A minimum of a completed Bachelor's Degree or equivalent is required.
Proof of education completion, at least three personal references and consent for a full background check are required.
Additional Salary Information: A competitive professional salary will be offered based on the quality and fit of past experience. A retirement plan with matching contributions will be offered.
About Alsworth Capital Management
We provide consultation and guidance on nearly every interaction you have with money. We manage investment portfolios, which are tailored for your unique financial circumstances and social consciousness. We help you understand your cash flow and we develop a living financial plan to help you pursue your financial goals. We help you manage financial risks and navigate the constantly evolving tax and legal rules that impact your finances.
Our primary goal is to be your partner in managing your finances. We make ourselves available for phone calls, emails and face-to-face meetings to maintain active consultation throughout the year. We have an office in Corning New York and we travel to meet with clients at their home or office. Many of our clients live outside of New York State and while technology allows for regular contact, we still travel frequently to encourage the understanding that only direct interaction can provide.