Tax Senior Associate

Job Title: Senior Tax Advisor Department: Tax Services | Reports To: Tax Manager / Tax Partner | Location: Rochester, NY (Hybrid work environment) Position Summary As a Senior Tax Advisor at our mid-size regional public accounting firm, you'll take the lead on complex tax engagements and serve as a trusted advisor to our diverse client base - including privately held businesses, professional service firms, and high-net-worth individuals. This position blends hands‑on tax compliance and planning work with client relationship management and staff mentoring. We're looking for someone who enjoys working directly with clients, thrives in a collaborative team environment, and is eager to grow into a leadership role within the firm. Key Responsibilities Tax Compliance & Review Prepare and review complex federal, state, and local tax returns for individuals, partnerships, S corporations, C corporations, and trusts. Manage multiple engagements from planning through completion while ensuring accuracy and timeliness. Maintain up‑to‑date knowledge of tax regulations and filing requirements. Tax Planning & Advisory Provide proactive, strategic tax planning and consulting for clients across a variety of industries. Research and resolve complex tax issues and communicate findings clearly to clients and firm leadership. Identify opportunities for tax efficiency and risk mitigation. Client Service & Relationship Management Serve as a primary point of contact for assigned clients, building trust through responsive service and sound advice. Participate in client meetings and present tax planning strategies in an understandable, actionable way. Support the firm's business development by identifying client needs and cross‑service opportunities. Team Leadership & Development Supervise, mentor, and review the work of tax associates and interns. Provide guidance and on‑the‑job training to help staff build technical and professional skills. Contribute to a positive, team‑oriented firm culture that emphasizes collaboration and continuous learning. Qualifications Education: Bachelor's degree in Accounting or related field required. Master's in Taxation or related field a plus. Licensure: CPA license (or CPA eligibility) strongly preferred. Experience: 3–6 years of progressive tax experience in public accounting, preferably with exposure to mid‑market and privately held clients. Experience with the following industries is preferred: Manufacturing, Construction, Real Estate Technical Proficiency: Experience with major tax preparation software (e.g., CCH Axcess, UltraTax, ProSystem fx). Proficient in Microsoft Excel and accounting systems. Strong understanding of federal and state tax laws, GAAP, and business entity structures. Key Competencies Strong analytical and problem‑solving skills. Excellent interpersonal and communication abilities. Ability to manage multiple projects and deadlines with minimal supervision. Commitment to high‑quality client service and continuous professional growth. Team‑oriented, adaptable, and proactive attitude. What We Offer Competitive compensation and performance‑based bonuses. Flexible hybrid work arrangements. Comprehensive benefits package (health, dental, vision, 401(k), PTO). Continuing education and CPA support. Opportunity for advancement and direct client exposure. Salary Range: $69000-$90000 #J-18808-Ljbffr