About The Role
Are you an experienced tax leader seeking a high-impact directorial role with a firm that genuinely puts people and culture first?
Founded over 40 years ago, we are a premier public accounting practice in Western New York. Driven by a mission to help clients and employees realize their vision of success, we pair technical expertise with a supportive, non-hierarchical culture built on kindness, integrity, and true partnership.
We are seeking a Tax Director to join our leadership team in Rochester, Buffalo, or Perry, NY (with hybrid remote flexibility). Reporting directly to the Partner in Charge of Tax, you will streamline operations, solve complex tax matters, and help mentor our rising talent.
Key Responsibilities
- Tax Leadership & Review: Review and sign complex individual, business, and informational tax returns, ensuring strict compliance with federal, state, and local regulations.
- Technical Research & Advisory: Identify and research intricate tax issues, develop clear resolutions, and author written technical conclusions.
- Departmental Operations: Oversee the tax department's project management systems to maximize operational efficiencies and workflow seamlessness.
- Team Mentorship: Supervise and mentor staff, overseeing personalized education and career growth plans.
- Partner Collaboration: Work alongside executive leadership on high-level initiatives and identify opportunities to introduce innovative client service lines.
- Client Engagement: Build strong client relationships, deliver an exceptional client experience, and foster overall practice growth.
Qualifications & Experience
- Credentials & Education: Active CPA license and a Bachelor's degree in Accounting required.
- Experience: 10 to 15+ years of progressive public accounting experience, demonstrating strong tax review and project management capabilities.
- Software Stack: Experience with CCH Axcess, SurePrep, and SafeSend is preferred; strong Microsoft 365 skills required.
- Core Competencies: Exceptional written and verbal communication, high professional integrity, and the ability to manage confidential material discreetly.
- Collaborative Mindset: A team-first attitude with a passion for building client relationships and supporting team achievement.
Worksite & Conditions
- Location: Based in Rochester, Buffalo, or Perry, NY with flexibility to work remotely on an as-needed basis.
- Schedule: Full-time (40 hours/week) with standard seasonal hours during peak tax periods.
- Travel: Occasional client travel as needed (fully reimbursed at current IRS mileage rates).
Compensation & Benefits
- Work-Life Integration: Flexible schedules, hybrid remote options, and realistic seasonal expectations Flexible schedules, hybrid remote options, and realistic seasonal expectations.
- Professional Growth: Firm-sponsored CPE, leadership development programs, and clear partnership opportunities.
- Comprehensive Rewards: Competitive compensation, performance incentives, 401(k) retirement plan with match, generous PTO, and full health/life benefits packages.