- Field
- Tax
- Location
- Latham, NY
- Work model
- Onsite
- Level
- Exec
- Pay
- $115k to $165k
What you would own
- Manage relationships with closely held businesses, business owners and high-net-worth individuals.
- Oversee federal and state tax compliance, planning and advisory engagements.
- Review returns for partnerships, S corporations, C corporations and individuals.
- Advise clients on tax-planning opportunities and broader business matters.
- Manage engagement timelines, workflow, budgets and client expectations.
- Supervise, coach and develop Albany-area employees.
- Coordinate client work and technical resources across multiple offices.
- Help transition and strengthen longstanding client relationships.
- Maintain high standards of technical quality and client service.
- Support selected accounting, bookkeeping, review and advisory engagements as appropriate.
- Build relationships within the Capital Region business community.
- Identify opportunities to expand existing relationships and develop new business.
- Participate in the office's long-term growth and strategic direction.
What they are looking for
- Bachelor's degree in accounting or a related field.
- Active CPA license strongly preferred.
- Progressive public-accounting experience.
- Strong tax compliance and planning knowledge.
- Experience with partnerships, S corporations, C corporations and individual returns.
- Experience serving closely held or owner-operated businesses.
- Demonstrated client-relationship management capabilities.
- Previous staff supervision, coaching or team-leadership experience.
- Ability to manage multiple engagements and competing deadlines.
- Strong communication skills, professional judgment and executive presence.
- Current Capital Region residency or a genuine willingness to relocate.
- Preferred Experience Current or previous Manager or Senior Manager title.
- Experience advising family-owned and closely held businesses.
- Experience working with high-net-worth individuals.
- Exposure to reviews, compilations, bookkeeping or accounting engagements.
- Experience inheriting or transitioning established client relationships.
- Business-development or community-networking experience.
- Experience helping grow an office, practice or service line.
- An established professional network in the Capital Region.
- Why Consider This Opportunity?
- Established, tax-focused client portfolio.
- Relationship-driven work rather than high-volume individual tax preparation.
- Existing local team and longstanding client relationships.
- Support and technical resources from a respected regional organization.
Everything above is the hiring company’s own words, with the company name taken out. The name, the team, and the interview steps come with the first conversation.