Senior Tax Manager: Growth & Client Leadership

The Keystone Distinction Group; Latham (NY); On-site; USD 115,000 - 165,000; Full time

Job summary

The Keystone Distinction Group in the Capital Region seeks an experienced Tax Manager/Senior Manager to lead client relationships and tax engagements. The role offers an established regional portfolio, a local team, and support from a larger organization, with path potential to Principal or Partner.

Residency in the Capital Region is preferred or relocation is welcome. Responsibilities include managing relationships with closely held businesses and high-net-worth individuals, supervising staff,

Qualifications

• Bachelor’s degree in accounting or related field.
• Active CPA license strongly preferred.
• Progressive public-accounting experience.
• Strong tax compliance and planning knowledge.
• Experience with partnerships, S corporations, C corporations and individual returns.
• Experience serving closely held or owner-operated businesses.
• Demonstrated client-relationship management capabilities.
• Previous staff supervision, coaching or team-leadership experience.
• Ability to manage multiple engagements and deadlines.
• Strong communication skills, professional judgment and executive presence.
• Current Capital Region residency or a genuine willingness to relocate.

Responsibilities

• Manage relationships with closely held businesses, business owners and high-net-worth individuals.
• Oversee federal and state tax compliance, planning and advisory engagements.
• Review returns for partnerships, S corporations, C corporations and individuals.
• Advise clients on tax-planning opportunities and broader business matters.
• Manage engagement timelines, budgets and client expectations.
• Supervise Albany-area employees.
• Coordinate client work and resources across offices.
• Help transition and strengthen longstanding client relationships.
• Maintain high standards of technical quality and client service.
• Support selected accounting, bookkeeping and advisory engagements as appropriate.
• Build relationships in the Capital Region business community.
• Identify opportunities to expand relationships and develop new business.
• Participate in the office’s long-term growth and strategic direction.

Skills

Tax compliance

Client relationship mgmt

Staff supervision

Office leadership

Education

Bachelor’s degree in accounting or related field

CPA license (active)

Job description

The Keystone Distinction Group in the Capital Region seeks an experienced Tax Manager/Senior Manager to lead client relationships and tax engagements. The role offers an established regional portfolio, a local team, and support from a larger organization, with path potential to Principal or Partner.

Residency in the Capital Region is preferred or relocation is welcome. Responsibilities include managing relationships with closely held businesses and high-net-worth individuals, supervising staff,