Tax Supervisor/Manager/Senior Manager (Middle Market -Large Company Client Focus)
- Location
- Rochester
- Workplace
- Hybrid
- Compensation
- $78k – $115k
About this role
Tax Supervisor/Manager/Senior Manager (Middle Market -
Large Company Client Focus)
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’ balance
between work and life.
Seeking candidates who have experience with either Middle
Market and/or Large Company tax clients focusing on larger multi-state,
international, or complex returns. We are willing to look at candidates
who may be looking for either a Supervisor or Manager or Senior Manager level
position (level based on experience).
Location: Rochester, NY office. For most of
our positions at Insero, one can work in the office every day or if you like,
in a hybrid structure working up to 3 days from home.
*We relocated to a newly remodeled office 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 for underground parking in a secure garage.
General Department Information:
The Rochester Tax practice in the firm is not a high volume
1040 practice but is instead a tax practice focusing on complex tax compliance
and projects within Fortune 500 companies as well as tax consulting across
small and middle market companies including: multi-state, multi-national, real
estate, manufacturing (amongst other industries) companies. Majority of
our small business clients are in the 1-10 million sales volume and middle
market practice are closely held businesses in the 20 million – 200 million+
sales volume many of which have global and multi state issues.
One would work directly with our Tax Partners & Principals
and would serve as a key technical liaison with clients; involved with both
compliance and consulting projects.
Responsibilities:
- Preparing difficult business returns.
- Reviewing tax returns/work files for completeness, accuracy
and compliance; communicates with and trains staff on areas needing
improvements.
- Engages in complex tax planning and develops creative ideas
to reduce tax liabilities.
- Reviewing tax research methodology, alternatives and
conclusions.
- Monitors tax deadlines to ensure that returns are prepared
on a timely basis; communicates 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.
- Understanding and completing the steps in conducting
research projects; preparing written conclusions, subject to Manager or
Principal review.
- Assisting audit and accounting staff with non-complex tax
questions.
- Understanding tax accruals.
- Responding to routine IRS or state tax notices and if
needed, participating in IRS audits, and administrative hearings.
- Mentoring and developing other tax professionals in the
department.
Manager/Senior Manager duties also include:
- 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.
- Manages workloads and work products of other tax staff
members; delegates tax work to staff.
- Acts as key client contact person for select engagements.
- Contributes to the client service team by producing quality
work with quick turnaround and attentive service.
- Trains accountants and interns to prepare effective
responses to tax notices and reviews for accuracy.
- Informs clients (or staff member) of tax options available
and possible outcomes through clear and concise memos, emails or letters.
- Initiates new work for existing clients.
Firm Overview:
Insero is a New York-based accounting and business advisory
practice focused on the 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!
The Insero Way – Our culture is guided by
our core values and motivates result-orientated 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!
Awards & Recognition:
- #4
Best Company to Work For in New York - 2026 (ranked #1 in 2025 & 2024,
2022)
- Best
Accounting Firms to Work For (2012–2025)
- #1
Best Accounting Firm & Most Innovative Workplace (2025 & 2024,
Rochester Business Journal)
- #4
Best Places to Work for Career Growth
Requirements
Qualifications:
Minimum
of 4 years' experience working in a public accounting firm with current tax
experience servicing middle market and/or large company clients with a strong
background in Partnerships, S Corporations, and C Corporations. A minimum of an additional 2 years
supervisory experience is required for a management level position. Thorough knowledge
of the tax issues facing multinational US companies or publicly traded
entities, especially in the areas of tax compliance and consulting services
tailored to organizations with domestic operations with the goal of tax
minimization. Comprehensive technical skills in ASC 740 and FIN 48. 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 w/150 credit hours and CPA eligibility required. Supervisors
normally have a minimum of 4 years’ experience working in public accounting (or
equivalent experience as deemed appropriate by the firm). 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.
In the spirit of
pay transparency, we are excited to share that the starting base pay range for
this position is $78,000 - $115,000 annually. Please keep in mind that this
range is base pay only and does not consider other components that make up the
total rewards package for the position such as eligibility to receive
discretionary spot bonus incentives. This range is a
reasonable estimate of the current salary range for this position. Actual
compensation is influenced by a variety of factors including but not limited to
skills, experience, qualifications, and/or education and geographic
location. It is not typical for a candidate to be hired at or near the
top of the range for their role and compensation decisions are dependent on the
capabilities and experience of the candidate. Incentives, if any, depend on
various factors, including, without limitation, individual and firm
performance.
*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.
Benefits
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