Tax Manager

StraussGroup - Executive Search Consultants; City of Rochester (NY); On-site; USD 80,000 - 125,000; Full time

Job summary

StraussGroup - Executive Search Consultants is helping a locally owned public accounting firm in Rochester, NY, recruit a Tax Manager to lead tax planning, preparation, and client relationships.

The role requires reviewing tax returns, managing workloads, and developing staff while identifying new business opportunities. Strong communication and regulatory knowledge are essential.

Qualifications

• Bachelor's degree in accounting is required.
• Minimum of 5 years’ experience in the accounting field.
• Knowledge of CCH Axcess and QuickBooks Online preferred.
• Strong knowledge of federal and state regulations.
• Proficient with Microsoft 365 and the ability to assimilate new programs.

Responsibilities

• Review tax returns and staff work for accuracy, compliance, and completeness.
• Business entity and complex personal tax return preparation.
• Manage workloads, delegate tax work to staff, and monitor deadlines.
• Perform assessments and offer solutions to clients.
• Oversee various project-based work.
• Conduct research and planning then make recommendations to partners and clients.
• Identify and recommend new business opportunities for the firm.
• Business development and managing client relationships.
• Provide assistance to partners on project-based work.
• Act as a resource for interns and tax staff; establish good staff relations.

Skills

Communication skills

Team player

Professionalism

Interpersonal skills

Education

Bachelor's degree in accounting

Tools

CCH Axcess

QuickBooks Online

Job description

Our client, a locally owned public accounting firm in Rochester NY, is looking to add a Tax Manager to their growing team. This position is a great career opportunity for an experienced accounting professional. The firm is comprised of dedicated accountants who understand the importance of building strong, lasting relationships with their clients. They believe that by truly getting to know what’s important, they can offer their clients accounting guidance that aligns with both immediate needs and future goals.

The Opportunity

As a privately owned firm, they focus solely on providing expert accounting solutions — from meticulous tax planning and preparation to insightful business consulting and financial reporting. The experienced team brings deep knowledge and a commitment to excellence in each client relationship. They are dedicated to three underlying principles: professionalism, responsiveness, and quality.

The main responsibilities of the role include the following:

• Review tax returns and the work of the accounting staff, ensuring accuracy, compliance, and completeness & provide feedback to staff
• Business entity and complex personal tax return preparation
• Manage workloads and delegate tax work to staff. Monitor tax deadlines to ensure preparedness
• Perform assessments and offer solutions to clients
• Oversee various project-based work
• Conduct research and planning then make recommendations to partners and clients
• Identify and recommend new business opportunities for the firm
• Business development and managing client relationships
• Provide assistance to partners on project-based work
• Act as a resource for interns and tax staff & establish good working relationships with all staff members

Requirements

The successful candidate will possess the following:

• Bachelor's degree in accounting
• Minimum of 5 years’ experience in the accounting field
• Knowledge of CCH Axcess and Quickbooks Online software, preferred
• Strong knowledge of federal and state regulations
• Strong computer skills including Microsoft 365 and the ability to assimilate new programs
• Strong work ethic and team player
• High degree of professionalism and the ability to deal sensitively with confidential material
• Strong interpersonal communication skills including verbal and written
• Desire to develop and build client relationships, providing a positive client experience as well as to foster the overall growth of the firm

At this time, the good faith estimate of the annual base salary range for this position is $80,000 to $125,000. Where a successful applicant is slotted within this range will vary based on legitimate criteria, such as experience and skill level.