Attorney in Rochester, NY

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In-House

Rochester, NY

Attorney in Rochester, NY

Non-practicing Attorney

Min 6 yrs required

No

Job Title: Tax Senior Manager - Personal Financial Services

Job Responsibilities:
As a Tax Senior Manager in the Personal Financial Services practice within the company, you will be an integral part of a team that provides business advisory needs to private companies, including audit, tax compliance, and planning. Your role will involve helping clients improve their operational efficiency and focus on business strategy, experiencing the full business life cycle from inception to growth, maturity, and transition. Key responsibilities include:

- Analyzing tax efficiencies related to income tax, investment, insurance, risk, and other lifestyle investment planning to establish a foundation for financial longevity.
- Assisting high net worth individuals and private wealth management structures with advisory needs such as audit, tax compliance, and planning to improve operational efficiency and focus on personal wealth strategy.
- Encouraging team members to voice their opinions and inviting input from all, including quieter members.
- Effectively dealing with ambiguous and unstructured problems and situations.
- Initiating open and candid coaching conversations at all levels.
- Balancing big picture thinking with managing relevant details.
- Anticipating stakeholder needs and developing potential solutions before they are required.
- Contributing technical knowledge in your area of specialization.
- Navigating the complexities of cross-border and/or diverse teams and engagements.
- Leading open conversations with teams, clients, and stakeholders to build trust.
- Upholding the company's code of ethics and business conduct.

Education and Experience Information:
Basic Qualifications:
- Minimum Degree Required: Bachelor Degree
- Required Fields of Study: Accounting
- Minimum Years of Experience: 6 years

Certification(s) Required:
- CPA, Member of the Bar, or other tax, technology, or finance-specific credentials may qualify for this opportunity.

Preferred Qualifications:
- Demonstrated abilities and proven record of success as a team leader in consulting with high net worth individuals in areas such as financial planning, wealth transfer planning, and business succession planning or trust and estate work.
- Comprehensive technical skills with Form 1040 for high net worth individuals and Form K1 production and compliance.
- Considerable experience identifying and addressing client needs.
- Experience leading as a business advisor, developing new relationships, and selling new services with a "One Firm" service mindset.
- Preferred familiarity with a CRM system.
- Knowledge of automation and digitization in a professional services environment, including financial planning, wealth transfer planning, and business succession planning or trust and estate work.
- Experience working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients.
- Utilizing digitization tools to reduce hours and optimize engagements.
- Advancing pricing strategy through the use of pricing tools and influencing a shift to alternative fee arrangements.

Salary Information:
The salary range for the Tax Senior Manager position is $119,300 - $328,000, with eligibility for an annual discretionary bonus. Actual compensation within this range will depend on individual skills, experience, qualifications, location, and applicable employment laws. Additionally, the company offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more.

Jul 23, 2025
Jun 16, 2025
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