What are the responsibilities and job description for the Tax Manager/Senior Manager position at Insero Advisors, LLC?
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 experience
with 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.
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/Senior
Manager duties also include:
- Work directly with our Tax Partners & Principals and would serve as a
key technical liaison with clients; involved with both compliance and
consulting projects.
- 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:
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 New
Heights, and Go Further Together. If these speak to you, we encourage you
to apply!
· Ranked the #4 Best Company to Work For in New
York 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 Experience
Requirements:
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
Salary : $95,000 - $130,000