Tax Manager/Senior Manager

Posted On 05/20/2026 Job Information Work Experience: 5+ years Public Accounting / CPA Firm Salary Range: $95,000 - $130,000 City: Rochester State / Province: New York Zip Code: 14604 Job Description Tax / Manager / Senior Manager We are looking for dynamic tax professionals to join our growing team. We offer tremendous growth and development opportunities to assist with both your personal and professional goals. Are you ready for a new challenge? If you are interested in working in a vibrant firm with stimulating assignments and growth potential, this is the opportunity for you. We are not your typical CPA firm; we truly recognize and value our employees’s balance between work and life. Seeking candidates who have tax experience with either complex 1040s, high net worth clients, small businesses, and partnerships. We are willing to look at candidates who may be looking for either a Manager or Senior Manager level position (level based on experience). Location: Rochester, NY office. For most of our positions at Insero, you can work in the office every day or, if you like, in a hybrid structure working up to 3 days from home. Our office is located in the heart of downtown Rochester. There is easy access to great restaurants and events, and featured amenities such as collaboration spaces, game room, and firm‑paid underground parking in a secure garage. We also have comfortable break rooms fully stocked with complimentary drinks and snacks. Responsibilities: Review difficult personal and business returns/work files for completeness, accuracy, and compliance; communicate with and train staff on areas needing improvements. Engage in complex tax planning and develop creative ideas to reduce tax liabilities. Review tax research methodology, alternatives, and conclusions. Monitor tax deadlines to ensure that returns are prepared on a timely basis; communicate with managers during the preparation process to identify any tax issues needing addressing and to pull jobs so that they reach the technical review stage timely. Understand and complete the steps in conducting research projects; prepare written conclusions, subject to Manager or Principal review. Assist audit and accounting staff with non‑complex tax questions. Understand tax accruals. Respond to routine IRS or state tax notices and, if needed, participate in IRS audits and administrative hearings. Mentor and develop other tax professionals in the department. Manager/Senior Manager duties also include: Work directly with our Tax Partners & Principals and serve as a key technical liaison with clients; involved with both compliance and consulting projects. Serve as a front‑line client advisor, developing strong, lasting relationships with clients and ensuring the highest quality in service delivery and compliance. Lead complex tax planning and strategy engagements, offering innovative and practical solutions to minimize tax liabilities and achieve client goals. Review and evaluate tax research, methodology, and conclusions to ensure accuracy and quality. Manage workloads and work products of other tax staff members; delegate tax work to staff. Act as key client contact person for select engagements. Contribute to the client service team by producing quality work with quick turnaround and attentive service. Train accountants and interns to prepare effective responses to tax notices and reviews for accuracy. Inform clients (or staff members) of tax options available and possible outcomes through clear and concise memos, emails or letters. Initiate new work for existing clients. Firm Overview Insero is a New York‑based accounting and business advisory practice focused on manufacturing and distribution, construction and real estate, professional services, and non‑profit sectors. Our practice serves private clients as well. One of our core values is that we are passionate about people. We don’t just talk about our values; we live them. That’s why we’ve consistently been recognized as the best place to work! Our culture is guided by the Insero Way, which motivates result‑oriented associates. Our values form the foundation of our daily practices. We believe great teams are built on shared values: Be Passionate about People, Deliver Excellence, Grow to New Heights, and Go Further Together . If these speak to you, we encourage you to apply!

• Ranked the #4 Best Company to Work For in New York in the Medium Companies category (State, NYS‑SHRM and Best Companies Group) 2026, ranked #1 in 2025 & 2024, ranked #3 in 2023 and again #1 in 2022.
• Best Accounting Firms to Work For (National, Accounting Today and Best Companies Group) 2012-2025.
• #1 Best Accounting Firm and Most Innovative Workplace, Reader Rankings (Local, Rochester Business Journal) 2025 and 2024, consistently ranked since joining in 2018.

Requirements Qualifications: Minimum of 4 years’ experience working in a public accounting firm with current tax experience with all entity types. Experience servicing complex 1040s/high net worth individuals and small businesses (mix of S Corps and Partnership returns) would be ideal. A minimum of an additional 2 years supervisory experience is required for a management level position. A proven record of simultaneously managing multiple projects and engagement teams for various clients. CPA license is highly recommended/preferred. Education and Experience Requirements: Minimum of a Bachelor of Science in Accounting (Master’s in Tax a plus). CPA/EA required. Managers who possess more supervisory experience and normally have a minimum of 6+ years’ experience in tax working within public accounting would be considered for the mid‑upper end of the range. Manager Level Bonus Program: Managers are eligible for a discretionary MBO based annual bonus. The program consists of having proven accomplishments in established areas: Client Service, People and Growth. We offer competitive salaries, an outstanding paid time off program (5 weeks), 16 paid holidays, remote/hybrid work flexibly, 401(k) plan with firm contributions, tuition reimbursement program, 100% employer‑paid parking, management bonus program, a variety of different medical plan options along with opt‑out dollars if you do not need medical coverage. In addition, we offer tremendous growth and development opportunities to assist with both your personal and professional goals. #J-18808-Ljbffr Insero & Co. CPAs, LLP