Banking and Financial Services Jobs in Middletown, NY
3 positions found
We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.
In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.
Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.
The role is remote and open to anyone with an interest in personal finance or household budgeting.
Remote working/work at home options are available for this role.
Onsite Senior Tax Manager / Tax Director Opportunity
Job Type: Full-time
About the Firm:
Weβre partnering with a well-established, fast-growing CPA firm that is looking to add a Senior Tax Manager or Tax Director to their onsite team. This is a great opportunity for someone who thrives in a collaborative environment and is ready to take on a leadership role with a clear path for growth.
Highlights of the Role:
- Lead and manage diverse tax engagements (corporations, partnerships, individuals, and trusts).
- Review and sign complex federal and state returns.
- Provide strategic tax planning and consulting on entity structuring, transactions, and compliance.
- Mentor and develop staff while managing client relationships.
- Research complex issues and provide practical, actionable solutions.
- Work closely with firm leadership on practice development initiatives.
What Theyβre Looking For:
- CPA required.
- 8+ years of progressive tax experience in public accounting, including management responsibilities.
- Strong technical expertise across corporate, partnership, and individual taxation.
- Experience with ASC 740 or transaction planning is a plus.
- Excellent leadership and client service skills.
Whatβs Offered:
- Competitive compensation package.
- Full benefits (health, retirement, PTO, etc.).
- Onsite role with a strong, collaborative team culture.
- Opportunity to step into a visible leadership position with long-term growth potent
If you're a highly motivated and looking for a opportunity with a growing public accounting firm, we'd love to hear from you!
Apply today by sending your resume to to learn more! Direct Phone: 6
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This role involves leading and managing diverse tax engagements, providing strategic tax planning and consulting, and mentoring staff while fostering strong client relationships.
Ideal candidates will have a CPA with over 8 years of progressive tax experience.
The firm offers competitive compensation, a collaborative team culture, and a clear path for growth.
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