Tax Senior Associate

DeJoy & Co. CPAs, LLP•Rochester, NY

1d•$69,000 - $90,000•Hybrid

About The Position

As a Senior Tax Advisor at a mid-size regional public accounting firm, this position involves leading complex tax engagements and acting as a trusted advisor to a diverse client base, including privately held businesses, professional service firms, and high-net-worth individuals. The role combines hands-on tax compliance and planning with client relationship management and staff mentoring. The firm is seeking an individual who enjoys client interaction, thrives in a collaborative environment, and is motivated to grow into a leadership position.

Requirements

Bachelor's degree in Accounting or related field required.
3–6 years of progressive tax experience in public accounting, preferably with exposure to mid-market and privately held clients.
Experience with major tax preparation software (e.g., CCH Axcess, UltraTax, ProSystem fx).
Proficient in Microsoft Excel and accounting systems.
Strong understanding of federal and state tax laws, GAAP, and business entity structures.
Strong analytical and problem-solving skills.
Excellent interpersonal and communication abilities.
Ability to manage multiple projects and deadlines with minimal supervision.
Commitment to high-quality client service and continuous professional growth.
Team-oriented, adaptable, and proactive attitude.

Nice To Haves

Master's in Taxation or related field a plus.
CPA license (or CPA eligibility) strongly preferred.
Experience with the following industries is preferred: Manufacturing, Construction, Real Estate

Responsibilities

Prepare and review complex federal, state, and local tax returns for individuals, partnerships, S corporations, C corporations, and trusts.
Manage multiple engagements from planning through completion, ensuring accuracy and timeliness.
Maintain up-to-date knowledge of tax regulations and filing requirements.
Provide proactive, strategic tax planning and consulting for clients across various industries.
Research and resolve complex tax issues, communicating findings clearly to clients and firm leadership.
Identify opportunities for tax efficiency and risk mitigation.
Serve as a primary point of contact for assigned clients, building trust through responsive service and sound advice.
Participate in client meetings and present tax planning strategies in an understandable, actionable way.
Support business development by identifying client needs and cross-service opportunities.
Supervise, mentor, and review the work of tax associates and interns.
Provide guidance and on-the-job training to help staff build technical and professional skills.
Contribute to a positive, team-oriented firm culture that emphasizes collaboration and continuous learning.