Tax Manager

About us

We are an independent, locally owned accounting and advisory firm with a long history of serving businesses and individuals across Central New York. Founded in the mid-20th century, our firm has grown into a respected practice with a broad range of services including tax planning and compliance, audit and assurance, custom accounting solutions, and business consulting. We serve clients from multiple offices throughout the region and support a diverse client base across industries including construction, agribusiness, manufacturing, professional services, and not-for-profit organizations. Our tax team takes a proactive approach to helping clients understand and navigate evolving tax laws, minimize liabilities, and take advantage of strategic opportunities. Our affiliation with a global network of independent accounting firms provides access to additional expertise and resources, while we continue to deliver personal service and responsive support.

Key Responsibilities

• Plan, supervise, and review complex tax engagements for corporations, partnerships, and individuals
• Handle fiduciary and trust returns, multi-state filings, and specialized compliance areas
• Conduct and document thorough tax research and analysis
• Stay current with IRS, state, and local tax law developments
• Respond to tax authority inquiries and support clients through examinations or notices
• Mentor, train, and support the development of tax staff
• Provide constructive performance feedback and lead by example
• Support business development by cultivating client relationships and identifying new opportunities
• Partner with firm leadership to provide insight and contribute to service enhancements

Qualifications

• Bachelor's or advanced degree in Accounting, Finance, or related field
• 8+ years of tax experience in public accounting preferred
• CPA license required (or actively pursuing licensure where applicable)
• Strong technical understanding of federal and state tax codes with proven research skills
• Excellent written and verbal communication skills
• Ability to manage multiple projects and deadline-driven engagements
• Proficiency with tax software such as CCH Axcess Tax, CCH Engagement, and Microsoft Office tools is preferred
• Team-oriented with strong interpersonal skills and a client service mindset