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 ComplianceReview
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Prepare and review complex federal, state, and local tax returns for individuals, partnerships, S corporations, C corporations, and trusts.
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Manage multiple engagements from planning through completion while ensuring accuracy and timeliness.
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Maintain up-to-date knowledge of tax regulations and filing requirements.
Tax PlanningAdvisory
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Provide proactive, strategic tax planning and consulting for clients across a variety of industries.
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Research and resolve complex tax issues and communicate findings clearly to clients and firm leadership.
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Identify opportunities for tax efficiency and risk mitigation.
Client ServiceRelationship Management
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Serve as a primary point of contact for assigned clients, building trust through responsive service and sound advice.
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Participate in client meetings and present tax planning strategies in an understandable, actionable way.
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Support the firm's business development by identifying client needs and cross-service opportunities.
Team LeadershipDevelopment
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Supervise, mentor, and review the work of tax associates and interns.
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Provide guidance and on-the-job training to help staff build technical and professional skills.
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Contribute to a positive, team-oriented firm culture that emphasizes collaboration and continuous learning.
Qualifications
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Education: Bachelor's degree in Accounting or related field required. Master's in Taxation or related field a plus.
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Licensure: CPA license (or CPA eligibility) strongly preferred.
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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
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Technical Proficiency:
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Experience with major tax preparation software (e.g., CCH Axcess, UltraTax, ProSystem fx).
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Proficient in Microsoft Excel and accounting systems.
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Strong understanding of federal and state tax laws, GAAP, and business entity structures.
Key Competencies
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Strong analytical and problem-solving skills.
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Excellent interpersonal and communication abilities.
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Ability to manage multiple projects and deadlines with minimal supervision.
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Commitment to high-quality client service and continuous professional growth.
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Team-oriented, adaptable, and proactive attitude.
What We Offer
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Competitive compensation and performance-based bonuses.
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Flexible hybrid work arrangements.
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Comprehensive benefits package (health, dental, vision, 401(k), PTO).
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Continuing education and CPA support.
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Opportunity for advancement and direct client exposure.
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Salary Range: $69000-$90000
