What are the responsibilities and job description for the Senior Tax Accountant/Supervisor (Middle Market -Large Company Client Focus) position at Insero Advisors, LLC?
Senior
Tax Accountant/Supervisor
We are looking for dynamic Tax professionals with
Business/Corp Tax experience 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 team members and balance between work and life.
Department Overview:
Summary: Senior Tax
Accountant will be responsible for the timely completion of tax compliance and
consulting engagements including preparation and/or review of tax returns,
research memos, estimates, extensions, and notices.
*Seeking candidates who
have tax experience working on either Middle and/or Large Company Tax clients -
(experience with clients who have annual revenues in the 25-400 million range)
Responsibilities:
· Preparing difficult business returns.
· Reviews tax returns/work files for completeness,
accuracy and compliance; communicates with and trains staff on areas needing
improvement.
· 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.
· Performs tax research and helps train staff to
do the same; schedules annual tax research training session for all tax staff.
· 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 IRS or state tax notices.
· Training interns/staff to be able to prepare
effective responses to tax notices and reviews for accuracy and supervising
workflow of Tax Accountants/Interns on less complex returns.
· Identifying problems and opportunities for
research or work other than compliance.
Requirements
Education
and Experience
Bachelor's
degree (Masters in Tax is a plus) in accounting is required, a CPA license is a
plus; along with a minimum of 3 years tax experience within a public accounting
firm. Ideal tax experience servicing complex individuals / 1040 returns and business clients (mix of S Corps and Partnership returns)
Qualified candidates will have
experience with all different entity types. Ideal tax experience servicing middle market and/or large company
clients with a background in Partnerships, S Corporations, and C Corporations. Have a working knowledge of
Paperless systems such as GoFileRoom and tax software such as Caseware & ProSystems. Have
a professional demeanor with excellent communication skills. Enjoy working with
people and understand the importance of nurturing and building the firm's
clientele. Be ethical, conscientious, detail oriented, and well organized.
We’re growing—across our services, our teams, and our impact. If you’re ready for new challenges, meaningful client relationships, and the opportunity to shape your own career path, this is your chance to do it with a firm that truly walks the talk on culture. Insero is a leading accounting and business advisory firm serving clients across New York State. Our core value—Be Passionate About People—guides everything we do. Our culture is authentic, supportive, and recognized.
Awards
& Recognition:
- #4 Best Company to Work For in
New York - 2026 (ranked #1 in 2025 & 2024, 2022)
- Best Accounting Firms to Work
For (2012–2025)
- #1 Best Accounting Firm &
Most Innovative Workplace (2025 & 2024, Rochester Business Journal)
Benefits
We offer competitive
salaries, an outstanding paid time off program (4-5 weeks based on level), 16
paid holidays, remote/hybrid work flexibly, 401(k) plan with firm
contributions, tuition reimbursement program, 100% employer paid parking, spot
bonus program, CPA bonus, a variety of different medical plan options along
with opt-out dollars if you do not need medical ins coverage. In addition, we
offer tremendous growth and development opportunities to assist with both your
personal and professional goals.
At Insero, we’re
committed to transforming the employee experience, beyond industry standards to
enable you to build your ideal career. Let us show you how life at Insero is
different:
· We offer
excellent advancement opportunities as well as advisor and mentor programs.
· We
invest heavily in training and technology.
· We focus
on flexibility, with an amazing hybrid working environment giving you the
ability to work in the office as well as from home/remote.
· We serve
a wide variety of clients and offer many compliance and consulting services,
giving our team members opportunities to explore different areas of practice.
· There
are also many opportunities to get involved from day one, including our
initiatives for outreach, innovation, wellness, and diversity, equity, and
inclusion.
Salary : $70,000 - $92,000