Tax Manager

Job Description

Elevate LLC | Partner Firm Opportunity

Location: Rochester, New York

Salary: $90,000-$150,000 (depending on experience & expertise)

About Elevate

Elevate LLC is a next-generation professional services platform built to partner with entrepreneurial, growth-focused accounting, tax, and advisory firms. Our mission is to empower firms and their leaders by providing capital, operational support, technology, and strategic guidance to help them scale while preserving their independence and culture.

A partner firm of Elevate located in Rochester, New York is seeking an experienced Tax Manager (future partner) to lead and manage multiple operations of the tax practice and deliver quality tax services. There is no need to sell or bring your own book of business, and the firm will support you in progressing toward partnership. This is a high-impact role within Elevate’s broader national platform. The team works hard during tax season and has a more flexible approach for the rest of the year.

Key Responsibilities

• Lead and manage multiple operations of the tax practice and deliver quality tax services.
• Deliver a full range of tax services in compliance with laws and regulations within specified timeframes.
• Build relationships with clients and provide excellent planning, consulting, technical expertise, and small business support.
• Keep businesses and individuals compliant with local, state, and federal tax regulations.
• Provide innovative tax planning while reviewing business and individual income tax returns.
• Mentor, supervise, and delegate duties to staff.
• Collaborate with Elevate’s leadership team and shared services to leverage technology, innovation, and best practices across the platform.

Qualifications

• Active CPA or EA license required.
• 7+ years of relevant tax experience.
• Excellent knowledge of tax accounting, tax compliance, and all types of tax returns.
• Working knowledge of debits and credits is required. QuickBooks and financial statement experience are a plus, but the tax aspect is most important for this role.
• Strong leadership and personnel management skills.
• Exceptional client service and the ability to build excellent client relationships.
• Strong at meeting deadlines and solving problems.
• Team player, willing to roll up your sleeves and prepare tax returns when needed.

Compensation & Benefits

We value our team members and are committed to their success and well-being. As part of our comprehensive benefits and compensation package, we offer:

• Medical, Dental, and Vision plans
• 401(k) plan
• Generous Paid Time Off (PTO)
• Paid Firm Holidays
• Discretionary Performance Bonus

Eligibility for benefits is determined based on position, hours worked, and other criteria. Specific details will be provided during the hiring process.

Elevate and its related subsidiaries are equal opportunity employers. The Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law.