Senior Tax Accountant - In Office

Senior CPA / Tax Manager – Full-Time, In-Office (Patterson, NY)

We are seeking an experienced CPA / Senior Tax Manager to join an established accounting practice in Patterson, NY on a full-time, in-office basis.

This is a senior, client-facing role for someone who can take ownership of tax preparation, review, client relationships, and day-to-day technical accounting matters. The ideal candidate has significant experience working with individuals and small businesses and is comfortable serving as a trusted advisor to long-standing clients.

This position is particularly well suited for an experienced public accounting professional who wants to play a key leadership role in an established local practice and help guide its next phase of growth.

Key Responsibilities

Tax Preparation & Review

• Prepare and review federal and state income tax returns for Individuals, S corporations, Partnerships, C corporations, and Trusts and estates
• Review tax returns prepared by other team members for accuracy, completeness, and technical compliance
• Research and resolve complex tax issues
• Ensure returns are completed accurately and on schedule during tax season
• Assist clients with estimated tax payments, extensions, notices, and other tax compliance matters
• Identify tax planning opportunities during the preparation and review process

Client Relationship Management

• Serve as a primary point of contact for a portfolio of long-standing individual and business clients
• Develop a strong understanding of clients' businesses, financial situations, and tax needs
• Communicate tax results and recommendations clearly to clients
• Respond promptly and professionally to client questions throughout the year
• Build trusted, long-term client relationships and help maintain high client retention
• Participate in client transition meetings with existing firm leadership

Year-Round Tax Planning & Advisory

• Review prior-year tax returns and current-year financial information to identify tax planning opportunities
• Prepare tax projections and estimated tax calculations
• Advise small-business owners on entity structure, compensation, retirement planning, deductions, and other common tax matters
• Conduct year-end planning discussions with clients
• Stay current on federal and New York tax law developments and communicate relevant changes to clients

Accounting & Small-Business Support

• Review client financial statements, bookkeeping, and general ledger activity when necessary to support tax preparation
• Work with QuickBooks and other accounting records to identify and resolve discrepancies
• Assist clients with payroll, sales tax, bookkeeping, and general small-business accounting questions
• Coordinate with internal bookkeeping and accounting staff to ensure accurate financial information is available for tax preparation

Team Leadership & Practice Management

• Provide technical guidance and support to junior accountants and tax preparers
• Review staff work and provide constructive feedback
• Help manage tax-season workflow, client deadlines, and workload prioritization
• Assist with maintaining consistent documentation and quality-control standards
• Work closely with ownership to improve processes, technology, and client service
• Help support the ongoing transition and modernization of an established accounting practice

Ideal Candidate Qualifications

• Active CPA license strongly preferred
• EA candidates with significant public accounting experience may also be considered
• 7–10 years of public accounting and tax experience
• Significant experience preparing and reviewing individual and business tax returns
• Strong knowledge of federal and New York State taxation
• Experience working with small businesses, closely held companies, and individual taxpayers
• Prior experience managing or reviewing the work of other tax professionals strongly preferred
• Excellent client-service and communication skills
• Strong attention to detail and ability to manage multiple deadlines during busy season
• Comfortable independently handling client questions and technical tax matters
• Proficiency with tax preparation and accounting software; experience with Drake Tax and QuickBooks is particularly helpful
• Comfortable using Microsoft 365 and modern document-management technology
• Reliable, organized, professional, and able to take ownership of responsibilities

Position Details

• Location: Patterson, NY
• Schedule: Full-time, Monday through Friday
• Work Arrangement: 80%-100% in-office
• Year-round position
• Competitive compensation based on experience
• Opportunity to become a key senior leader within an established and growing accounting practice

Why Join Us?

This is an opportunity to join an established accounting practice with a loyal, long-standing client base while playing an important role in its next chapter.

You will have meaningful responsibility from day one, direct interaction with clients, and the ability to help shape the firm's processes, technology, service offerings, and future growth.

We are looking for someone who wants more than simply preparing tax returns — we want a trusted senior professional who can become an important part of the firm's leadership and client relationships for years to come.