Tax Manager

AP Professionals
March 21, 2024
Job Type
Salary Lower Range
Salary Upper Range
Salary Option


AP Professionals is proud to partner exclusively with our client as they create a new position. If you are an extrovert that has a love for taxes, but doesn’t enjoy the hustle of busy season, then is the perfect company for you! Additionally, there is an opportunity for additional compensation. The role will focus on preparing individual tax returns and growing the tax practice. This unique opportunity is with a well-respected wealth advisory firm that has a long history in Rochester, NY. The firm is known for forming long-lasting relationships with a wonderful group of clients including business owners, physicians, working professionals, and multiple generations of the same family and with national reach. This tight knit culture embraces communication, teamwork, standardization, steadiness, and collaboration. The ideal candidate is highly motivated, relationship driven, and detail oriented with a constant desire to exceed expectations. This is your chance to have autonomy and join a team of smart and dynamic individuals who enjoy making a noticeable positive impact in clients’ lives.  Don’t miss out on this incredible once in a lifetime opportunity!


  • Prepare, review, and submit complex, multistate, business, and individual returns.
  • Perform financial statement compilations and reviews for clients and/or their small businesses.
  • Develop effective working relationships with clients to provide innovative accounting, tax planning, consulting, and/or compliance solutions.
  • Advise on and select tax software.
  • Establish the tax planning billing structure.
  • Ability to identify and research tax and accounting issues, develop resolutions, and prepare written conclusions.
  • Ability to effectively manage schedule and deadlines.
  • Assist with the development, training and mentoring of staff and interns as the tax practice grows over time.
  • Research tax solutions to complicated tax issues or errors from incorrect tax filings.
  • Identify legal tax savings and recommend ways to improve profits.
  • Assist with federal, state, and local tax compliance and regulations.
  • Remain current with tax changes and industry trends by participating in continuing education, professional organizations, professional networking and reading professional publications.


  • Bachelor’s degree in accounting required.
  • Licensed CPA required.
  • Personal Financial Specialist (PFS™) preferred.


  • 5+ years of experience in a public accounting firm with a combination of individual, small business, tax and/or audit experience (or a concentration in tax or audit).

Knowledge, Skills, Abilities, and Other Characteristics

  • Ability to work in a fast-paced environment.
  • Experience in preparing estate and trust tax returns is preferred but not necessary.
  • Excellent organizational, verbal, and written communication skills.
  • Ability to work independently both in the office and at client locations.
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