Tax Manager

W3Global; Latham (NY); On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

16 paid holidays (2026)

Dress for your day

Career development program

CPA Exam reimbursement up to $25,000

Professional dues and licenses

Medical, dental and vision benefits

401 K & Profit-sharing plans

Firm events and social opportunities

Job summary

W3Global in Latham, NY is seeking a Tax Manager to join our office. You will work in a collaborative environment and develop direct relationships with clients while directing engagement teams to meet client expectations.

The role offers leadership opportunities, tax planning for clients' full business needs, and exposure to federal and state tax matters. CPA pursuit is encouraged though not required, and professional development is supported.

Qualifications

• Bachelor or master's degree in accounting or related discipline.
• Minimum 5 years of work experience in public accounting.
• Ability to work collaboratively with others; CPA pursuit desired though not required.

Responsibilities

• Supervises staff, in-charge and seniors, and guides progress.
• Provides staff with industry information to improve client service.
• Identifies problems in clients' operations and suggests solutions.
• Develops new client contacts and profitable engagements.
• Maintains effective verbal and written communication.
• Monitors engagement budgets to ensure timely and profitable completion.
• Delivers quality tax planning aligned with client business needs.
• Performs detailed reviews of tax work papers and returns.
• Handles federal/state regulatory matters and tax audits.
• Interacts with clients' attorneys, brokers, and tax authorities.

Skills

Collaborative

Teamwork

Public accounting experience

Education

Bachelor's or Master's in accounting

Job description

About company

Our company mainly focuses on forward-thinking, client centered approach that has guided the Firm since inception. Under the leadership of our Managing Partner we have over 200 employees with locations in Rochester, Elmira, Latham, Canandaigua, and Queensbury. Our deep routed culture is comprised of dedicated and hard-working professionals who want to make a difference in the communities we serve. We are one of the most respected and successful accounting firms in the region and is proud of our commitment to our clients and our people.

Job Description

About company

Our company mainly focuses on forward-thinking, client centered approach that has guided the Firm since inception. Under the leadership of our Managing Partner we have over 200 employees with locations in Rochester, Elmira, Latham, Canandaigua, and Queensbury. Our deep routed culture is comprised of dedicated and hard-working professionals who want to make a difference in the communities we serve. We are one of the most respected and successful accounting firms in the region and is proud of our commitment to our clients and our people.

About Role

We are seeking a Tax Manager to join our Latham office.

In this position, you will work in a collaborative environment and experience a team approach to serving clients while developing direct relationships.

As a Tax Manager, you will be encouraged and supported to learn and grow personally and professionally. This role will provide the opportunity to serve as the client contact for basic questions and information. Additionally, you will coach, advise, and direct team members in meeting client, and engagement expectations.

Responsibilities

• Supervises staff, In-charge and seniors, provides feedback to them and evaluates their progress, and offers guidance and direction
• Provides staff with industry specific information to increase client service quality
• Recognizes significant problems and opportunities in clients' operations and develops recommendations for solutions with management where appropriate
• Develops new client contacts and relationships that are beneficial to the firm
• Serves as model for effective communication, both verbal and written
• Develops and understands the concepts of engagement / project profitability and budget monitoring to ensure that jobs are concluded timely and profitably
• Demonstrates the ability to provide quality tax planning to clients that encompasses the clients' full business needs
• Performs detailed reviews of work papers, reports, tax returns, management letters, and performs audit procedures as required
• Handles federal and state regulatory reporting matters as appropriate, including responding to notices and representing clients during a tax audit
• Appropriately deals directly with client's attorney or broker, taxing authority agents, and other third parties

Qualifications & Skills

• Bachelor or master's degree in accounting or related discipline
• A minimum of 5 years work experience within public accounting
• Ability to work collaboratively with others
• Interest in pursuing CPA certification desired, though not a requirement

Benefits

• We offer 16 paid holidays in 2026, a separate vacation package + unlimited sick time
• Dress for your day
• Career development program
• Professional development opportunities
• CPA Exam Reimbursement with up to a $25,000 bonus
• Paid Professional Dues and Licenses
• Comprehensive medical, dental and vision benefits
• 401 K & Profit-sharing plans
• Firm events that provide fun ways to socialize with your colleagues