7 Tax Planning jobs in Albany
Tax Manager
Posted 13 days ago
Job Viewed
Job Description
Tax Manager Fusco Personnel is actively recruiting for a Tax Manager to join the leader in the healthcare industry here in the Capital Region. This is an opportunity to administer the day-to-day operations of the Corporate Finance Department’s Financial Reporting functions. Responsibilities Coordinates departmental activity associated with outside audits Review and interpretation of all FASB opinions and other accounting body data Review of tax forms including IRS Form 990 – Annual Informational Tax Return, Charitable Contributions Report – CHAR 500, and all other reports requiring financial data which are not related to cost funding Approve journal entries prepared by various Finance personnel as required Qualifications BS or BBA in Accounting CPA or MBA preferred Minimum of five years’ experience with 2-3 years of Public Accounting or similar experience Salary $135-140k Fusco Personnel takes great pride in successfully matching talent and culture for our valued clients. We accomplish this through the hard work and expertise of our exemplary specialty recruiters and staff. Whether you are contemplating your next career move, or you are seeking the key players to bring your business to the next level – consider contacting our experts. Fusco Personnel is a NYS Certified Women Business Enterprise (WBE) and an Affirmative Action/Equal Opportunity, Race/Gender/Veterans/Disability Employer
Financial Planning Analyst
Posted 9 days ago
Job Viewed
Job Description
A wealth management / financial planning firm in the Albany area is seeking a Financial Planning Analyst due to growth. Responsibilities include: preparing reports, projections and recommendations for financial planning; retirement planning; taxes; estate flowcharts; some investment management duties; working directly with clients; various other duties typical of a financial planner.
Requirements
Qualified candidates will have a BA in business or related field plus a minimum of 3+ years of experience in the public accounting or financial planning field. For confidential consideration or more information, contact Jordon Heffler.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
Advisor, Financial Planning & Analysis
Posted 9 days ago
Job Viewed
Job Description
Finance business partner for supply chain service offering.
Responsibilities include month end and mid-month variance analysis and projections to forecast and budget, business case development and other ad hoc support to 3PL business as necessary.
**_Responsibilities_**
+ Business partner to business operations director(s)
+ Own monthly results analysis, focused on volume, rate, mix analysis
+ Build cross functional businesses cases / deal models
+ Support customer facing conversations to educate and problem solve
+ Partner with accounting and core cross functional teams
+ Revamp reporting and business story telling mechanisms
**_Qualifications_**
+ 4-8 years of experience preferred
+ Bachelor's degree in related field preferred, or equivalent work experience preferred
+ Intermediate/Advanced Microsoft Excel skills preferred
+ Business partnering and strong communication skills preferred
+ Data visualization and querying complex data a plus
+ Experience with SAP a plus
**Anticipated salary range:** $79,700 - $113,800
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with myFlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 8/04/2025 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (
Director of Financial Planning and Analysis
Posted 2 days ago
Job Viewed
Job Description
We encourage remote, highly qualified individuals to consider this career development opportunity!
The Director of Financial Planning and Analysis responsibilities cover the following areas:
+ Operational Budgeting
+ Cost Accounting
+ Business Planning and Financial Projections
+ Service Line / Profitability Reporting including physician practices
+ Labor Productivity Management
+ Monthly Financial Close Process support
+ Key Customer Service / Business Partner responsibility for other leaders
Operational Budgeting responsibilities include:
+ Manage the annual operating budget preparation process with assistance from supporting staff, and ensure proper documentation of budget process and procedures
+ Prepare budget timetable in partnership with Senior Management and complete budget preparation in accordance with said timeline
+ Meet with Directors and Managers throughout the organization to facilitate the generation of departmental budgets and provide for quality control review of those departmental budget submissions.
+ Coordinate completion of the operating budget package that is submitted for approval to the Finance/Planning Committee and Board of Trustees
+ Monitor departmental budget compliance on a monthly basis and implement initiatives to foster budget compliance across the organization.
Cost Accounting responsibilities include:
+ Supervise the operation of the cost accounting / service line profitability system and ensure the system is properly maintained
+ Coordinate periodic (daily, weekly, etc.) reporting of labor productivity management system and maintain functionality of productivity management tool
+ Maintain existing service line profitability reporting functionality based on periodic updates to cost accounting system
+ Ensure that users (department managers) of the cost accounting system are adequately trained on available reports, report generation and their responsibility to periodically review and approve cost accounting data applicable to their departments
+ Supervise the preparation of financial analysis of existing programs as requested
Business Planning and Financial Projections responsibilities include:
+ Assist Vice Presidents, Directors and Managers in completing business plans and projections for existing or proposed new ventures in a timely manner.
+ Coordinate completion of financially related Certificate of Need (CON) schedules as necessary.
+ Assist the CFO with completion of financial feasibility studies, as applicable.
+ Research and implement a solution to adopt a rolling budget / forecast function within the organization as soon as practically possible
Service Line Reporting responsibilities include:
+ The timely and accurate completion of various, periodic financial and statistical performance reports for Ellis various service lines, including the Ellis Medical Group (a multi-specialty group physician practice) and extended business operations (i.e. Southern Saratoga campus, and other new initiatives)
+ The presentation of the aforementioned financial performance reports to service line leaders, senior management and service line cabinet members at periodically scheduled meetings as applicable.
+ Maintain a high-quality financial reporting sytem to ensure the integrity, consistency and comparability of service line financial and statistical reports, including the appropriate allocation of indirect costs between all service line financial reports.
+ Assist and support service line leaders and senior management to understand financial report information and the impact on their service line operations.
Labor Productivity Management responsibilities include:
+ Ensure accuracy of data routinely uploaded to labor productivity tool
+ Understand the nature of various labor productivity standards incorporated in labor productivity tool
+ Act as subject-matter expert / super-user regarding labor productivity tool in use at Ellis, and respond to labor productivity questions posed by Ellis leaders in a timely manner
General Responsibilities include:
+ Complete other special projects, requests and duties as assigned by the CFO.
+ Demonstrate strong supervision and leadership of budget, cost accounting and service line reporting staff, including coaching and ongoing feedback to improve overall departmental performance, retain staff and provide opportunities for staff development and advancement.
+ Ensure that the department operates in a strong internal customer service manner that meets and exceeds the expectations of all staff including Senior Leaders, Directors, Managers and Supervisors.
+ Conduct routine, periodic outreach meetings with service line directors and operational vice-presidents to foster the development of an effective Finance business partner concept
EDUCATION AND EXPERIENCE REQUIREMENTS:
+ The Director of Financial Planning and Analysis should have a Bachelors or Masters degree in accounting or a Masters in Business Administration. Licensure as a Certified Public Accountant is preferred.
+ The Director of Financial Planning and Analysis must have a minimum of 10 years accounting experience, 5 years of which should be in positions with managerial responsibility. Further, experience of 5 years should be directly related to the healthcare field in the areas of budgeting, cost accounting, or financial reporting.
+ Must possess excellent analytical and problem-solving skills as well as the ability to work and communicate effectively with all levels of management, physicians and Board of Trustees members.
+ Must also have strong proficiency with information technology systems including databases, spreadsheets and report-writing systems.
PRIMARY RESPONSIBILITIES OF THE POSITION
+ Completion of service line financial and statistical performance reports with presentation to established audiences.
+ Preparation of specified reports in a timely and accurate, based on pre-determined reporting schedule.
+ Successfully presents periodic service line financial reports to management and at cabinet meetings, as scheduled.
+ Maintain a high-quality financial reporting system to ensure integrity, consistency and comparability of information presented to management and other report end-users, including accurate indirect cost allocations.
+ Insure that all work and reports are reviewed prior to issuance to end-users.
+ Consult with service line leaders and other Finance Department personnel to improve reporting processes.
+ Determine that indirect costs are allocated in a consistent manner across all service lines.
+ Maintain frequent contact with service line leaders and applicable vice-presidents provides excellent support and customer service to those individuals and their designees.
+ Expand the automation of financial report preparation by using Ellis current IT system resources more effectively.
+ Measured by reduction in time period required to produce periodic financial and statistical reports and reduction in the use of manual spreadsheets / data entry in order to produce service line reports.
+ Adheres to hospital policies and procedures related to mandatory education and annual health assessment
PHYSICAL REQUIREMENTS:
+ Should be able to push/pull, lift/move 15 lb., be able to perform moderately difficult manual manipulations such as using a keyboard, writing, and filing for extended periods of time, must be able to perform tasks which require hand-eye coordination such as data entry, typing and using photo copiers. Mobility requirements may include the ability to be stationary at a workstation for a prolonged period time in addition to being able to squat or be mobile for a reasonable length of time and distance. Communication requirements include the ability to comprehend the spoken English language in addition to being able to communicate and read the English language.
Ellis Medicine is committed to creating a diverse environment and is proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex/gender, age, national origin, disability, genetic information, predisposition or carrier status, military or veteran status, prior arrest, or conviction record, marital or familial status, sexual orientation, transgender status, gender identity, gender expression, reproductive health decisions, or domestic violence victim status.
Salary Range: $49.55-79.28/hour Pay is based on experience, skills, and education. Exempt positions under the Fair Labor Standards Act (FLSA) will be paid within the base salary equivalent of the stated hourly rates. The pay range may also vary within the stated range based on location.
Advisor, Financial Planning & Analysis - Supply Chain
Posted 9 days ago
Job Viewed
Job Description
Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions.
**_Responsibilities_**
+ Support Global Supply Chain and Operations team in achieving financial goals, managing key initiatives, and partnering cross-functionally
+ Responsible for supporting a complex portfolio of replenishment and distribution centers across North America, partnering with site leaders to understand performance and drive operational results
+ Responsible for Financial Reporting, Planning and Analysis, Monthly forecast, Long-Range planning (Annual Budget) and Monthly results reporting and analytics
+ Assist in driving month-end close responsibilities
+ Develop analytics and ad-hoc analysis to support Inventory and Tangible Capital, Capital Expenditures, and Transportation
+ May contribute to the development of policies and procedures
+ Completes work independently; receives general guidance on new projects
+ Works cross functionally across various levels of leadership to clearly articulate financial performance in partnership with operational metrics
**_Qualifications_**
+ Bachelor's degree in finance or related field preferred, or equivalent work experience preferred
+ 4-8 years of experience preferred
+ SAP knowledge preferred
+ Strong technical skills in Excel, Power BI, and Tableau preferred
+ Strong communication and analytical skills
+ Experience in supply chain or related field preferred but not required
**Anticipated salary range:** $79,700 - $113,800
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with myFlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 8/04/2025 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (
2026 | Americas | Albany | Wealth Management, Financial Planning | New Analyst
Posted 10 days ago
Job Viewed
Job Description
About the program
Our New Analyst Program is a full-time program for final year undergraduate and graduate students. As a new analyst, you will learn about our businesses, develop important relationships, and build career-enhancing skills.
As a participant, you will:
- Learn about the firm and how we do business
- Gain the skills and knowledge necessary to support our businesses
- Have unlimited access to the training and guidance to help you prepare for the next level
- Build your professional network and interact with colleagues across the firm
- Each applicant has the opportunity to apply to up to 4 separate business / location combinations in any given recruiting year. Any additional application will be auto withdrawn. In order to apply to an additional opportunity, you must withdraw a current application that has not been turned down.
- A single applicant should not create multiple email addresses to apply to additional opportunities
About the Team
About the division
Wealth Management includes Private Wealth Management, Goldman Sachs Ayco and Private Banking, Lending & Deposits.
Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.
Partner Tax Preparation Advisor Manager
Posted 9 days ago
Job Viewed
Job Description
**Industry/Sector:** Not Applicable
**Time Type:** Full time
**Travel Requirements:** Up to 20%
A career in Finance, within Internal Firm Services, will provide you with the opportunity to help PwC in all aspects of our Finance internal function including financial planning and reporting, data analysis, and assisting leadership with overall strategy. You'll focus on recording and analysing financial transactions, paying and receiving invoices, maintaining financial statement ledger accounts, and preparing analysis and reconciliations of bills to detect fraud.
Our Internal Tax team provides internal services related to financial services, treasury and taxation. As part of our team, you'll help the team provide a full range of taxation services to PwC related to complex financial reporting, cost management, tax planning, investment management and transaction processing.
To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.
As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:
+ Develop new skills outside of comfort zone.
+ Act to resolve issues which prevent the team working effectively.
+ Coach others, recognise their strengths, and encourage them to take ownership of their personal development.
+ Analyse complex ideas or proposals and build a range of meaningful recommendations.
+ Use multiple sources of information including broader stakeholder views to develop solutions and recommendations.
+ Address sub-standard work or work that does not meet firm's/client's expectations.
+ Use data and insights to inform conclusions and support decision-making.
+ Develop a point of view on key global trends, and how they impact clients.
+ Manage a variety of viewpoints to build consensus and create positive outcomes for all parties.
+ Simplify complex messages, highlighting and summarising key points.
+ Uphold the firm's code of ethics and business conduct.
The Opportunity
As part of the Finance team, you are responsible for managing individual tax compliance and planning for executives within a global network of professional services firms. As a Manager, you lead teams and manage client accounts, focusing on strategic planning and mentoring junior staff. You are accountable for achieving project success and maintaining exemplary standards, while leveraging technology and innovation to enhance delivery. This role requires building and maintaining trusted client relationships at the executive level and utilizing project management skills to manage resource requirements and project workflow.
Responsibilities
- Lead and oversee individual tax compliance and planning for executives
- Manage client accounts with a focus on strategic planning and team mentoring
- Achieve project success by maintaining exemplary standards and leveraging technology
- Build and sustain trusted relationships with executive-level clients
- Utilize project management skills to handle resource needs and project workflow
- Inspire and develop junior staff through practical coaching and guidance
- Embrace innovation to enhance service delivery
- Uphold the firm's code of ethics and business conduct
What You Must Have
- Bachelor's Degree in Accounting, Finance
- 4 years of experience
- Certified Public Accountant (CPA), Enrolled Agent or Member of the Bar
What Sets You Apart
- Master's Degree preferred
- Demonstrating understanding of Partnership K-1 income
- Leveraging a network of internal stakeholders
- Managing individual tax compliance/reviews for executives
- Utilizing firm-issued technologies
- Leveraging technical skills with reviewing individual tax returns
- Leading and collaborating with team members virtually
- Building and maintaining trusted client relationships
- Managing a team by leading teams to create trust
Learn more about how we work: 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: 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: salary range for this position is: $73,500 - $244,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. 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:
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