Senior Tax Accountant - CPA Required

Benefits

• 401(k)
• Dental insurance
• Health insurance
• Training & development

Vision insurance

Senior Accountant

About the Role

The Senior Accountant takes on greater ownership of client engagements and complex accounting work, reviewing the work of Staff Accountants while managing their own workload across accounting, audit, and tax assignments. This position combines hands-on technical work with mentorship, serving as a key point of contact for clients and a resource for less experienced team members, with a clear path toward Manager as you continue to build your technical and leadership skills.

Key Responsibilities

Plan, execute, and lead audit, review, and compilation engagements

Review journal entries, reconciliations, and general ledger work prepared by Staff Accountants

Prepare and review complex individual and business tax returns

Research and apply technical accounting and tax guidance to client-specific issues

Manage multiple client engagements simultaneously, including budgets and deadlines

Supervise, train, and mentor Staff Accountants and interns

Identify and help maintain internal controls, flagging risk areas for clients

Serve as a primary point of contact for assigned clients, building and maintaining strong relationships

Communicate engagement status, findings, and recommendations to Managers and Partners

Qualifications

Bachelor's or Master's degree in Accounting

3–6 years of relevant public accounting experience in audit and/or tax

CPA license, or actively pursuing CPA certification with progress toward completion

Demonstrated ability to review the work of others and provide constructive feedback

Strong technical accounting knowledge (GAAP) and familiarity with relevant tax code

Excellent written and verbal communication skills, with client-facing experience

Working knowledge of accounting and tax software (e.g., QuickBooks, Microsoft Office; exposure to Thomson Reuters accounting suite/UltraTax is a plus)

Strong organizational skills with the ability to manage multiple engagements and deadlines

Willingness to travel to client locations within Western New York, as needed

Preferred

Active CPA license

Prior experience supervising or mentoring staff-level accountants

Industry experience in manufacturing, healthcare, real estate, or nonprofit clients

What We Offer

• Competitive Salary
• CPA Exam Materials & Licensing Support

Health, dental, and vision insurance

Company matched 401(k) Plan

Vacation Pay, Sick Pay and Paid Holidays

Flexible scheduling options, with half day Fridays during the summer

Voluntary Benefits – Accident, Critical Illness, Disability, Cancer, and Life Insurance

Collaborative, team-oriented culture with mentorship opportunities