Senior Accountant, Tax and Advisory

Job Description

Job Description

We are looking for an accomplished Senior Tax Accountant to join a well-established CPA firm in Massena, New York. In this role, you’ll support a diverse client base across individual and business taxation, and broader advisory services within a public accounting setting. The ideal candidate has experience preparing and reviewing financial statements, along with hands-on involvement in individual and business tax return work. This opportunity offers strong long-term upside, including the potential path toward partnership for the right individual. The role is well suited for someone who combines strong technical accounting knowledge with sound judgment, client focus, and the ability to manage multiple deadlines effectively.

Responsibilities:

• Oversee the preparation and review of federal and state tax filings for individuals, corporations, partnerships, nonprofit organizations, estates, trusts, and gift tax matters.

• Develop accurate tax estimates and extension filings while ensuring deadlines are met across a varied client portfolio.

• Contribute to income tax provision work, analyze tax-related balance sheet and income statement accounts, and complete supporting reconciliations.

• Respond to audit requests, client notices, and agency correspondence, and assist with special tax and accounting assignments as needed.

• Provide ongoing guidance to clients on tax planning, compliance strategy, and advisory matters for both personal and business needs.

• Support broader client service engagements through payroll tax reporting, sales tax filings, bookkeeping assistance, and write-up work.

• Maintain complete and well-organized workpapers, records, and engagement documentation throughout each stage of the assignment.

• Communicate directly with clients to obtain required information, address questions, and ensure timely follow-up on open items.

• Partner with firm leadership and colleagues on complex engagements, work review, shifting client priorities, and continuity planning tied to partner retirement.

• Use sound judgment to balance concurrent assignments, resolve technical issues, and work effectively with tax, accounting, payroll, and bookkeeping software tools.

• At least 5 years of public accounting experience with a strong record of handling complex tax engagements; tax review experience is highly valued.

• Bachelor’s degree in Accounting, Finance or a related discipline preferred; an associate degree with substantial relevant experience may also be considered.

• CPA preferred; CPA-track or CPA-eligible candidates will also be considered.

• Demonstrated knowledge of individual, corporate, partnership, nonprofit, estate, and trust taxation.

• Hands-on experience with tax return preparation, extensions, estimated payments, tax provisions, account analysis, and reconciliations at the federal and state levels.

• Familiarity with payroll tax and sales tax reporting is preferred.

• Proficiency with QuickBooks or other public accounting, tax, payroll, or bookkeeping software is required.

• Strong organizational ability, attention to detail, communication skills, and confidence learning new systems in a fast-paced client service environment.