500 Linden Oaks, Suite 150

Rochester, New York 14625

Direct Dial: (585) 203-1211

Fax: (585) 286-3858

Website: www.senecafinancialadvisors.com

Tax Manager

Job Description

Seneca Financial Advisors LLC is an independent financial, tax, and investment planning firm, providing highly personalized, comprehensive wealth management services to affluent individuals. We are looking for an initiative-taking, detail-oriented tax professional seeking an opportunity in a growing practice. This is a position collaborating directly with the firm’s advisors and clients and managing the firm’s tax planning and compliance practice. Seneca provides a competitive compensation and benefits package, including 401k plan, health, life and disability insurance and paid vacation.

Responsibilities
Produce and deliver accurate and timely work product to partners

• Preparation/review of federal and state tax returns for individuals and partnerships.
• Tax planning and projections: Review and analyze all sources of income/deductions, including investment income and capital gains and losses, and project total for year; estimate tax, figure timing of payments, review and update quarterly estimated tax payments; consider tax-saving strategies, run “what-if” scenarios.
• Cash flow analyses and retirement projections. o Review and analyses of issues relating to benefits and compensation, multi-state taxation, sophisticated investments, etc.
• Preparation of tax-related analyses/materials for client meetings.
• Research federal and state income tax issues.

Manage staff

• Proactively address the client list; assign staff to clients for continuity and maintain continuity.
• Utilize and train staff in tax research.
• Control the workflow.
• Manage budgets and assign work to produce efficient use of budgets, staff, etc.

Manage practice

• Implement, revise, and follow appropriate procedures for all tax services, from start to end.
• Initiate and prepare Newsletters and client communications (Alerts).
• Status lists – keep up to date and communicate with partners.
• Work within budgets for client tax work and communicate about cost/complexity with partners to help set these budgets; develop quotes for cost of tax work.
• Keep partners informed as to status of projects (returns, estimated taxes and projections).
• Communicate with clients and partners to get information and resolve issues.
• Educate team members – advisors, as well as tax staff – regarding tax law changes, new planning ideas, etc.; circulate technical developments applicable to our practice to keep us up to date and informed.

Qualifications

• 5+ years of experience preparing individual income tax returns.
• Bachelor’s degree required - MBA or JD a plus.
• CPA Certification required.
• CFP or PFS Certification or desire to provide personal financial planning a plus.
• Proficient with CCH Axcess & SurePrep tax software; must have above-average
• Microsoft Excel skills; familiarity with BNA Tax Planner is a definite plus.
• Effective communication skills required – ability to communicate with clients, partners, and staff regarding status of work, issues, etc.
• Strong managerial, organizational, and analytical skills, with attention to detail.
• Collaborative.

Job Type: Full-time

Pay: $103,863.26 - $113,640.85 per year

Benefits:

• 401(k)
• 401(k) matching
• Disability insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Work from home

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Bonus pay

COVID-19 considerations:
We are following CDC recommendations and have a safety plan as required by the New York HERO Act.

Application Question(s):

• Strong attention to detail is a must for this role. How do you ensure accuracy?

Education:

• Bachelor's (Preferred)

Experience:

• preparing tax returns: 5 years (Preferred)

Work Location: Hybrid remote in Rochester, NY 14625

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