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Senior Tax Manager
Rochester, NY
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Senior Tax Manager

 

About the Opportunity

We are currently seeking a Senior Tax Manager to serve as a functional tax leader in our compliance, advisory and annuity division. In this role, you will focus on trusts and estates accounting and direct day-to-day operations of a team of internal employees.

 

Responsibilities

  • Estate and trust fiduciary accounting, including state and federal income tax returns, gift tax returns, and private foundation returns
  • Compute and review commissions and calculate unitrust and annuity payments
  • Review and prepare computations of trustee’s commissions in terminating trusts
  • Prepare annual guardianship accounting reports

 

Required Education and Skills

  • Bachelor’s degree in Accounting or related field
  • Certified Public Accountant (or eligible)
  • Extensive experience in trust and estate taxation

 

What We Offer                                                                                                                

  • Competitive salary: $110,000 - $130,000
  • Hybrid Work Environment: 2 Days Remote
  • Benefits: Medical, Dental, Vision, Flexible PTO, 401k, Profit Sharing
  • Opportunities for advancement
  • CPA Exam Reimbursement (with up to a $25,000 bonus)
  • Paid Professional Dues and Licenses



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