Tax Manager/Senior Manager

**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’ balance between work and life.

• **Seeking candidates who have tax experiencewith 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, one 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 for underground parking in a secure garage. We also have comfortable break rooms fully stocked with complimentary drinks and snacks.**

**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:**

• Reviewing difficult personal and business

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/SeniorManager 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 NewHeights, and Go Further Together**. If these speak to you, we encourage you

to apply!

• Ranked the **#4** **Best Company to Work For in NewYork** 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 different 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 ExperienceRequirements:**

Minimum of a Bachelor of

Science in Accounting (Masters 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.

In the spirit of

pay transparency, we are excited to share the starting base pay range for

this position is $95,000 - $130,000 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

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, Mgmt. 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.