Senior Tax Advisor/CPA

Company: Corning Federal Credit Union
Location: Corning
Posted on: May 8, 2025

Job Description:

Senior Tax Advisor/CPA

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Location:

This opportunity is available in the Corning, NY area.

Corning Credit Union is seeking an experienced Senior Tax Advisor/CPA to join our Tax Services Team. This is a full-time role but offers the option for flexibility, including a part-time schedule during the off-season, if desired.

Corning Credit Union (CCU) is one of the leading credit unions in the nation with $2.4 billion in assets and more than 160,000 members worldwide. Headquartered in Corning, NY, we also have facilities in Wilmington, NC, Myrtle Beach, SC, and Franklin County, PA.

We're committed to helping our members prosper by being a trusted advisor for financial services. CCU's vision is simple: "To provide better service to our members than they receive anywhere else in the world." Our growth is fueled by that vision, and it doesn't stop with our members. We are also committed to fostering a strong service culture within the organization. Teamwork, open communication, and valuing the individual are just a few of the key performance standards that help us provide an exceptional work environment for our outstanding team.

If you share our passion for serving others, then CCU is the place for you to build a rewarding career. In addition to the vast opportunities that exist within the organization, CCU also offers a competitive base salary and annual bonus plan along with an exceptional benefits package. With a strong emphasis on our team and dedication to excellent customer service, Corning Credit Union continues to be an employer of choice across the markets we serve.

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 Competencies

Licensed 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 Requirements

A Bachelor's degree in Business, Finance, or related field preferred. Commensurate work experience will also be considered.

Experience Requirements

7+ years of related experience required.

Communication Skills Requirements

The 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.

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