TAX MANAGER

Allied CPAs, PC; City of Rochester (NY); Hybrid; USD 85,000 - 125,000; Full time

Benefits offered by this job

Mileage reimbursement

Job summary

Allied CPAs, PC is seeking a Tax Manager based in Rochester or Buffalo, NY. The role focuses on reviewing tax returns, supervising staff, and ensuring compliance while contributing to client service and business development.

The position requires a bachelor’s degree in accounting and at least five years’ accounting experience. A CPA designation is preferred and knowledge of CCH Axcess is a plus.

Qualifications

• Bachelor’s degree in accounting is required.
• Minimum of 5 years’ experience in the accounting field is required.
• A CPA designation is preferred.
• Knowledge of CCH Axcess software is 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.

Responsibilities

• Review tax returns and the work of the accounting staff, ensuring accuracy, compliance, and completeness & provide feedback to staff.
• May include 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.
• Assist partners with project-based work.
• Act as a resource for interns and tax staff and establish good working relationships with all staff members.

Skills

Tax expertise

Leadership

Staff supervision

Communication

Analytical skills

Client relationships

Education

Bachelor's degree in accounting

CPA designation preferred

CCH Axcess knowledge

Tools

Microsoft 365

Job description

Tax Managers should have well-developed leadership, interpersonal, technology, communication, and analytical skills. Tax Managers are expected to develop on both a personal and professional level during their tenure with the company.

PRIMARY RESPONSIBILITIES

Review tax returns and the work of the accounting staff, ensuring accuracy, compliance, and completeness & provide feedback to staff.

May include 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.

Assist partners with project-based work.

Act as a resource for interns and tax staff & establish good working relationships with all staff members.

WORKSITE LOCATION & CONDITIONS

This position is based in our Rochester or Buffalo office and may offer the flexibility to work remotely on an as-needed basis.

This is a full-time position, forty (40) hours per week, with additional hours as needed. Additional hours required during tax season.

Travel to client locations may be required. Mileage is reimbursable at the IRS mileage rate.

COMPENSATION

Range of $85,000 - $125,000 annually; dependent upon experience and education.

ABOUT YOU

EDUCATION AND EXPERIENCE

A bachelor’s degree in accounting is required.

A minimum of 5 years’ experience in the accounting field is required.

A CPA designation is preferred.

Knowledge of CCH Axcess software is 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, provide a positive client experience and foster the overall growth of Allied CPAs P.C.

ABOUT US

Our Vision: Create an inspiring atmosphere that provides every team member the opportunity to flourish and produce an exceptional experience for clients.

Our Mission: We work in partnership to help our clients & employees realize their vision of success.

Our Core Values: Awareness, commitment, creativity, energy, integrity, kindness, partnership, and wisdom.

Our Employees: We realize that credit for our success goes to every one of our employees and we are committed to providing the best possible climate for maximum development and achievement of goals.

Our Environment: We have always sought to develop a spirit of teamwork, encouraging individuals to work together to attain a common goal.

Disclaimers

Our firm has a commitment to the principles of fair employment and the elimination of all discriminatory practices. We are an equal opportunity employer and will extend equal opportunity to all individuals without regard to race, religion, color, sex (including pregnancy, sexual orientation and gender identity), national origin, disability (physical or mental), veteran status, age, genetic information, or any other status protected under applicable federal, state, or local laws.

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