Tax Senior Associate

Job Description

Job Description

Job Title: Senior Tax Advisor

Department: Tax Services Reports To: Tax Manager / Tax Partner Location: Rochester, NY (Hybrid work environment)

Position Summary

As a Senior Tax Advisor at our mid-size regional public accounting firm, you'll take the lead on complex tax engagements and serve as a trusted advisor to our diverse client base - including privately held businesses, professional service firms, and high-net-worth individuals. This position blends hands-on tax compliance and planning work with client relationship management and staff mentoring.

We're looking for someone who enjoys working directly with clients, thrives in a collaborative team environment, and is eager to grow into a leadership role within the firm.

Key Responsibilities

Tax Compliance & Review

• Prepare and review complex federal, state, and local tax returns for individuals, partnerships, S corporations, C corporations, and trusts.
• Manage multiple engagements from planning through completion while ensuring accuracy and timeliness.
• Maintain up-to-date knowledge of tax regulations and filing requirements.

Tax Planning & Advisory

• Provide proactive, strategic tax planning and consulting for clients across a variety of industries.
• Research and resolve complex tax issues and communicate findings clearly to clients and firm leadership.
• Identify opportunities for tax efficiency and risk mitigation.

Client Service & Relationship Management

• Serve as a primary point of contact for assigned clients, building trust through responsive service and sound advice.
• Participate in client meetings and present tax planning strategies in an understandable, actionable way.
• Support the firm's business development by identifying client needs and cross-service opportunities.

Team Leadership & Development

• Supervise, mentor, and review the work of tax associates and interns.
• Provide guidance and on-the-job training to help staff build technical and professional skills.
• Contribute to a positive, team-oriented firm culture that emphasizes collaboration and continuous learning.

Qualifications

• Education: Bachelor's degree in Accounting or related field required. Master's in Taxation or related field a plus.
• Licensure: CPA license (or CPA eligibility) strongly preferred.
• Experience: 3–6 years of progressive tax experience in public accounting, preferably with exposure to mid-market and privately held clients. Experience with the following industries is preferred: Manufacturing, Construction, Real Estate
• Technical Proficiency:
• Experience with major tax preparation software (e.g., CCH Axcess, UltraTax, ProSystem fx).
• Proficient in Microsoft Excel and accounting systems.
• Strong understanding of federal and state tax laws, GAAP, and business entity structures.

Key Competencies

• Strong analytical and problem-solving skills.
• Excellent interpersonal and communication abilities.
• Ability to manage multiple projects and deadlines with minimal supervision.
• Commitment to high-quality client service and continuous professional growth.
• Team-oriented, adaptable, and proactive attitude.

What We Offer

• Competitive compensation and performance-based bonuses.
• Flexible hybrid work arrangements.
• Comprehensive benefits package (health, dental, vision, 401(k), PTO).
• Continuing education and CPA support.
• Opportunity for advancement and direct client exposure.
• Salary Range: $75000-$90000