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Audit manager jobs in Rochester, NY

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  • Audit Supervisor

    Springline Advisory 3.8company rating

    Audit manager job in Rochester, NY

    About Our Team: EFPR, a Springline company, is a regional firm with the reach and resources of a national powerhouse. As a founding firm member of Springline Advisory, we bring expanded capabilities, deeper expertise, and even greater opportunities to serve our clients-while staying true to the personalized, high-touch service and vibrant culture that sets us apart. This is an exciting time to join our firm as we redefine the middle-market accounting and business advisory space. We proudly invest in our people with a winning blend of values, expertise, and ambition. Our people-first approach empowers our team members to thrive within a culture that supports growth, innovation, and collaboration. Our commitment to investing in talent means flexibility, professional development, enhanced benefits, and a range of career paths to explore. About the Role: As a Supervisor on the Audit team, you will play a key role in delivering customized solutions to clients while ensuring engagements are completed efficiently and in accordance with the firm's quality standards. You will utilize available resources to drive timely execution, foster strong client relationships, and collaborate with the team to uphold excellence in service delivery. What You'll Do: Lead audit and assurance engagements, serving as in-charge and overseeing compilation preparation. Identify and assess risk areas; collaborate with managers to tailor audit programs and execute appropriate testing and review. Assign, supervise, and mentor audit associates and seniors, providing feedback and coaching to promote growth and quality results. Communicate audit findings and develop recommendations that support client success. Drive engagement progress across a variety of audit tasks to minimize direct partner or manager intervention. Participate in professional development sessions to stay current on industry trends and standards. Apply the AICPA Code of Professional Conduct and relevant industry regulations to uphold integrity and excellence in audit engagements. Utilize and understand the rules, regulations, and Code of Professional Conduct of the American Institute of Certified Public Accountants (AICPA). Demonstrate strong knowledge of Generally Accepted Accounting Principles (GAAP), Governmental Accounting Standards Board (GASB), Other Comprehensive Basis of Accounting (OCBOA), unique or specialized accounting principles, and financial statements presentations. Engage in professional development and firm-sponsored training to stay at the forefront of industry best practices. About You: Bachelor's degree in accounting or related field is required; Master's degree is preferred. Licensed CPA in good standing or actively working towards passing the CPA exam is preferred. At least 3 years of experience in public accounting or relevant Display advanced knowledge of accounting principles and regulations. Collaborative mindset: You thrive in a team environment and embrace continuous learning. Adept at working at a fast pace while maintaining precision and meeting deadlines. Effective communicator with strong verbal and writing skills, including advising and communicating solutions and issues to clients. Proficient in using relevant audit software. Open to occasional travel. Why Join Us: We're growing rapidly and constantly evolving, allowing our team members to share their unique perspectives, solve new challenges, and own their careers. We're committed to supporting your happiness, health, and overall well-being by providing comprehensive benefits and perks, including: Flexible Work Environment: With EFPR's 2080 Annual Hours Policy for Accounting professionals, EFPR continues to be leader in the Public Accounting Industry. 2080 combined with our Flex Policy, and our competitive compensation and benefits package, EFPR remains a destination employer. This flexibility allows you to balance your work and personal life while contributing to an exciting vision and team. Dynamic and Innovative Work: An opportunity to play a critical role within a rapidly growing firm with a supportive and collaborative culture. Growth Opportunities: A dynamic and supportive environment where your contributions will directly impact the firm's growth and success and share in the rewards. Collaborative Culture: A team-oriented culture that values innovation, entrepreneurial spirit, and growth mindset. Competitive Compensation: A comprehensive salary and benefits package, including performance-based incentives and growth opportunities.
    $86k-132k yearly est. 57d ago
  • Director of Accounting

    Provision People

    Audit manager job in Rochester, NY

    Our award-winning client is seeking a Director of Accounting to join their team.A mission-driven non-profit organization in Rochester, NY seeks a highly experienced Director of Accounting to provide financial leadership and oversee all accounting and financial reporting activities. The ideal candidate will have a strong background in non-profit finance, including experience with federal and New York State funding models, and a proven track record of successful team leadership. This position requires a strategic thinker with excellent communication and interpersonal skills, capable of building strong relationships with internal and external stakeholders. Responsibilities: Oversee day-to-day accounting and financial reporting operations, including personnel and systems. Manage the timely preparation and distribution of all financial reports (regulatory, consolidated fiscal, quarterly, budget, monthly, and annual financial statements). Coordinate the independent audit and other external financial reports. Ensure compliance with all regulations, GAAP, and contractual requirements related to financial records and accounting systems. Develop financial projections and analyses to support agency decision-making. Develop, implement, and enforce financial policies, procedures, and internal controls. Maintain relationships with external parties, including regulatory agencies and funders, to resolve payment and reporting issues. Provide financial leadership to the organization, including monthly closing processes, financial reporting for leadership and the board, and analytical support. Oversee the annual operating and capital budgeting process. Manage the financial aspects of the adult guardianship program. Oversee the preparation and submission of program vouchers. Provide leadership and mentorship to direct reports (Accounting Manager, Contract/Voucher Manager, Client Financial Analyst). Required Qualifications: Bachelor's degree in accounting, finance, business administration, or a related field (required). Master's degree (preferred). CPA (preferred). 10+ years of progressive non-profit finance and accounting experience (required). 5+ years of management/director-level finance leadership experience (required). Experience with federal and New York State non-profit human service funding models and requirements (essential). Deep understanding of non-profit finance (accounting, budgeting, financial analysis, operations, reporting, and revenue cycle) (essential). Knowledge of GAAP (essential). Proven ability to lead and manage teams, projects, and multiple priorities. Excellent communication, interpersonal, and relationship-building skills. Ability to interact effectively with all levels of the organization.
    $117k-181k yearly est. 60d+ ago
  • Real Estate Audit Supervisor

    Withumsmith+Brown

    Audit manager job in Batavia, NY

    Withum is a place where talent thrives - where who you are matters. It's a place of endless opportunities for growth. A place where entrepreneurial energy plus inclusive teamwork equals exponential results. Explore different industries. Learn new skills. Connect with our diverse teams of professionals to gain insight into the career you envision. Your Career Starts with You. Experience the Transformative Power of Withum Plus You - that's the Power in the Plus! This Real Estate Audit Supervisor role will be based out of any of our east coast offices office. You'll work alongside an integrated team of seasoned, well-known CPAs and industry leaders. In this position, you will take a lead role on all aspects of audit engagements, from planning to completion, to include supervision/mentoring of staff and building/maintaining relationships with clients in our real estate practice. Withum's brand is a reflection of our people, our culture and our strength. Withum has become synonymous with teamwork and client service excellence. The cornerstone of our success can truly be accredited to the dedicated professionals who work here every day, whose mission is to help our clients grow and thrive - to be in a position of strength. But our commitment goes beyond our clients as we continue to live the Withum Way, promoting personal and professional growth for all team members, clients, and surrounding communities. How You'll Spend Your Time: Leading the engagement team on the planning and execution of audits, reviews, and compilations for real estate clients including REITs, developers, real estate funds and property managers Overseeing the day-to-day operations of the audit engagement from staffing, planning, risk assessment, fieldwork and reporting Providing supervision and support to the engagement staff and promote open communication to the engagement manager and partner Collaborating with managers and partners on client issue resolution and make recommendations for any legal, regulatory and accounting issues that arise during an audit engagement Reviewing general ledger accounts and financial statements for reliability and compliance Managing multiple engagements concurrently with various teams Creating and tracking engagement budgets to review for inefficiencies that may arise during the audit Conducting constructive discussions with team members on their evaluations and providing counsel accordingly Serving in professional development programs as an instructor or discussion leader The Kinds of People We Want to Talk to Have Many of The Following: Bachelor's degree in accounting or finance CPA or CPA eligible At least 4 years of public accounting experience, with experience leading multiple engagements and supervising staff Experience auditing real estate or related organizations Excellent analytical, technical, and auditing skills including familiarity with US GAAP due to the complexity of the engagements in this sector Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships Strong leadership, training, and mentoring skills, coupled with excellent verbal, written, and presentation skills to represent the Firm well to client's management Excellent analytical, organizational, project management skills, strong attention to detail, and proven innovative problem-solving skill The compensation for this position ranges from $80,000-$155,000. In addition to the base compensation, Withum offers a competitive benefits package and bonus program (for eligible roles) based on individual and firm performance. Final offer amounts are based on multiple factors such as the specific role, hiring location, as well as the individual's skills, experience and qualifications. For additional information on our benefits, visit our website at ******************************** #LI-JK1 #LI-Hybrid WithumSmith+Brown, PC is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of race, color, creed, religion, ancestry, age, sex, (including pregnancy), genetic information, marital status, domestic partnership status, familial status, affectional or sexual orientation, gender identity, citizenship status, national origin, disability or handicap, veteran status, weight, height, or any other classification protected by federal, state, or local law.
    $80k-155k yearly Auto-Apply 1d ago
  • Real Estate Audit Supervisor

    Withum

    Audit manager job in Batavia, NY

    Withum is a place where talent thrives - where who you are matters. It's a place of endless opportunities for growth. A place where entrepreneurial energy plus inclusive teamwork equals exponential results. Explore different industries. Learn new skills. Connect with our diverse teams of professionals to gain insight into the career you envision. Your Career Starts with You. Experience the Transformative Power of Withum Plus You - that's the Power in the Plus! This Real Estate Audit Supervisor role will be based out of any of our east coast offices office. You'll work alongside an integrated team of seasoned, well-known CPAs and industry leaders. In this position, you will take a lead role on all aspects of audit engagements, from planning to completion, to include supervision/mentoring of staff and building/maintaining relationships with clients in our real estate practice. Withum's brand is a reflection of our people, our culture and our strength. Withum has become synonymous with teamwork and client service excellence. The cornerstone of our success can truly be accredited to the dedicated professionals who work here every day, whose mission is to help our clients grow and thrive - to be in a position of strength. But our commitment goes beyond our clients as we continue to live the Withum Way, promoting personal and professional growth for all team members, clients, and surrounding communities. How You'll Spend Your Time: * Leading the engagement team on the planning and execution of audits, reviews, and compilations for real estate clients including REITs, developers, real estate funds and property managers * Overseeing the day-to-day operations of the audit engagement from staffing, planning, risk assessment, fieldwork and reporting * Providing supervision and support to the engagement staff and promote open communication to the engagement manager and partner * Collaborating with managers and partners on client issue resolution and make recommendations for any legal, regulatory and accounting issues that arise during an audit engagement * Reviewing general ledger accounts and financial statements for reliability and compliance * Managing multiple engagements concurrently with various teams * Creating and tracking engagement budgets to review for inefficiencies that may arise during the audit * Conducting constructive discussions with team members on their evaluations and providing counsel accordingly * Serving in professional development programs as an instructor or discussion leader The Kinds of People We Want to Talk to Have Many of The Following: * Bachelor's degree in accounting or finance * CPA or CPA eligible * At least 4 years of public accounting experience, with experience leading multiple engagements and supervising staff * Experience auditing real estate or related organizations * Excellent analytical, technical, and auditing skills including familiarity with US GAAP due to the complexity of the engagements in this sector * Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships * Strong leadership, training, and mentoring skills, coupled with excellent verbal, written, and presentation skills to represent the Firm well to client's management * Excellent analytical, organizational, project management skills, strong attention to detail, and proven innovative problem-solving skill The compensation for this position ranges from $80,000-$155,000. In addition to the base compensation, Withum offers a competitive benefits package and bonus program (for eligible roles) based on individual and firm performance. Final offer amounts are based on multiple factors such as the specific role, hiring location, as well as the individual's skills, experience and qualifications. For additional information on our benefits, visit our website at ******************************** #LI-JK1 #LI-Hybrid WithumSmith+Brown, PC is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of race, color, creed, religion, ancestry, age, sex, (including pregnancy), genetic information, marital status, domestic partnership status, familial status, affectional or sexual orientation, gender identity, citizenship status, national origin, disability or handicap, veteran status, weight, height, or any other classification protected by federal, state, or local law.
    $80k-155k yearly 21d ago
  • Audit Director- Commercial

    Capital One 4.7company rating

    Audit manager job in Richmond, NY

    Capital One's Audit function is a dedicated group of professionals focused on delivering top-quality assurance services to the organization's Audit Committee. Audit professionals are experienced, well-trained and credentialed, and operate within a collaborative, agile environment to deliver value-added opinions and recommendations. Audit's vision to provide high value, independent, proactive insights, to innovate with technology, and to be a top-notch talent destination, creates a dynamic and challenging atmosphere for both personal growth and professional opportunity. Inspired by our colleagues, we are risk identifiers, challengers, influencers, and transformational leaders who drive impactful work for the enterprise. Capital One is seeking an energetic and self-motivated Audit Director to join its Commercial Bank Audit team. This key role is responsible for overseeing all facets of audit deliverables, with a specific focus on Capital One's Commercial Capital Markets, Swap Dealer, Treasury Management, and Lending portfolios as well as people leadership responsibilities. The Director will ensure adherence to internal policies, regulatory requirements, and industry best practices, identifying potential risks, assessing control effectiveness, and recommending improvements. Importantly, the Director will also be responsible for managing and leading a team of auditors that meets the bank's high bar for people leadership and culture Beyond audit execution, the Director will play a crucial role in the strategic development of the annual audit plan. This includes providing valuable input based on a comprehensive understanding of the commercial landscape, emerging risks, and business priorities, contributing to a proactive audit approach that adequately covers critical areas. A core responsibility of this role is ensuring the Audit team consistently maintains compliance with all organizational and professional ethical standards. This involves fostering a culture of integrity, objectivity, and independence within the team, and ensuring all audit activities are conducted in accordance with established guidelines and professional auditing standards. The Director will serve as a guardian of ethical conduct, upholding the highest standards of the profession. Responsibilities: Lead and/or execute operational related audits within Capital One, including the supervision of audit staff on related audit engagements. Proactively monitor the assigned audit universe for changing risks and needed updates. Lead continuous monitoring activities and updates to risk assessments, audit universe, and audit plan. Review engagement planning documentation and audit programs to ensure adequate coverage of risk and sufficient rationale for audit scope. Supervise and coordinate work assignments amongst audit team members. Provide timely feedback, on-the-job training and coaching to audit staff and direct reports. Establish and maintain good relationships with key business and audit partners. Leverage specialized knowledge and skills, providing management with insight into their area of subject-matter focus. Effectively represent internal audit at management meetings, internal forums, and to external organizations. Provide subject matter expertise to audit partners and ensure comprehensive audit coverage of owned risk domains. Assess relevance of audit findings, potential exposures, materiality, improving or deteriorating trends, and demonstrate awareness of big picture issues. Interpret business priorities, anticipate issues and obstacles, and apply to scope of role. Deliver appropriate, succinct and organized information, tailoring communication style to audience. Effectively review and compile relevant, material findings and recommendations into readable and concise audit reports. Communicate complex results and implications, incorporating different perspectives into deliverables. Manage timely and quality delivery of multiple tasks, including audits, projects, special assignments, and administrative activities. Self-prioritize and independently complete multiple tasks across the team and department. Demonstrate the ability to successfully meet deadlines. Here's what we're looking for in an ideal teammate: You are a critical thinker who seeks to understand the business and its control environment. You believe insight and objectivity are core elements to providing assurance on the effectiveness and efficiency of Capital One's governance, risk management, and internal control processes. You possess a relentless focus on quality and timeliness. You adapt to change, embrace bold ideas, and are intellectually curious. You like to ask questions, test assumptions, and challenge conventional thinking. You develop influential relationships based upon shared risk objectives and trust to deliver outstanding business impact and elevate Audit's value proposition. You're a firm believer that a rich understanding of data, innovation, and technology will only make you a better auditor. This will require leveraging the power of data analytics and furthering your technical expertise. You're a teacher. You do the right thing and lead by example. You have a passion for coaching and investing in the betterment of your team. You lead through change with candor and optimism. You create energy and an environment that fosters trust, collaboration, and belonging, making it easy to attract, hire, and retain top talent. This role is hybrid meaning associates typically spend 3 days per week in-person at one of our offices listed on this job posting. Fridays are enterprise- wide virtual work days. Monday - Thursday are the in-person days available for associates to spend time together working in our beautifully-designed team areas. Basic Qualifications: Bachelor's degree or military experience At least 10 years of experience in auditing Commercial Banking lines of business (Lending, Capital Markets, Swap Dealer) At least 5 years of experience in banking or financial services At least 3 years of experience in people management At least 3 years of experience managing audit engagements Preferred Qualifications: Master's Degree in Accounting, Finance, Economics, or Business Administration Professional certification such as Certified Public Accountant (CPA), Certified Internal Auditor (CIA), Chartered Financial Analyst (CFA) or a relevant certification. 12+ years of experience in internal auditing, first or second line or a combination 7+ years of experience in banking or financial services 7+ years of experience in leadership or supervisory roles 1+ years of experience performing data analysis in support of internal auditing At this time, Capital One will not sponsor a new applicant for employment authorization for this position. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Charlotte, NC: $181,800 - $207,500 for Audit Director Chicago, IL: $181,800 - $207,500 for Audit Director McLean, VA: $200,100 - $228,400 for Audit Director New York, NY: $218,300 - $249,100 for Audit Director Plano, TX: $181,800 - $207,500 for Audit Director Richmond, VA: $181,800 - $207,500 for Audit Director Riverwoods, IL: $181,800 - $207,500 for Audit Director Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
    $218.3k-249.1k yearly Auto-Apply 60d+ ago
  • Accounts Payable Manager

    Insero Talent Solutions

    Audit manager job in Rochester, NY

    Accounts Payable Manager - Job Description Industry: Auto Parts Distribution & Multi-State Warehouse Operations The Accounts Payable Manager oversees all aspects of the company's accounts payable function for a large, multi-state auto parts distribution organization. This role ensures timely and accurate processing of high-volume invoices related to inventory purchases, freight, logistics, warehouse operations, and corporate services. The Accounts Payable Manager is responsible for leading the AP team, optimizing processes, ensuring compliance with internal controls, and maintaining strong relationships with key suppliers, carriers, and warehouse partners across all locations. Responsibilities Operational Management Manage the end-to-end accounts payable workflow, including invoice matching, PO reconciliation, and payment processing for inventory and non-inventory purchases. Perform day-to-day payables work, while overseeing a high-volume of invoice processing related to parts suppliers, freight carriers, warehouse operations, and third-party logistics vendors. Ensure accurate coding of invoices and adherence to company policies, contractual terms, and state-specific tax regulations. Coordinate weekly payment runs and review ACH, wire, check, and credit card payments. Monitor vendor statements and aging reports to resolve discrepancies promptly. Support month-end and year-end close activities, including accruals and AP reporting. Team Leadership & Development Supervise and mentor AP staff across multiple locations, setting clear expectations and performance standards. Provide coaching, training, and cross-functional support to ensure efficient, consistent workflows. Manage workloads and staffing needs to maintain productivity in a fast-paced, high-volume environment. Vendor & Supplier Management Serve as the primary escalation point for major parts suppliers, freight carriers, and warehouse service providers. Maintain strong vendor relationships through timely communication and issue resolution. Oversee vendor onboarding, W-9 collection, and database maintenance Collaborate with Procurement and Supply Chain teams to resolve PO discrepancies, receiving issues, and pricing conflicts. Process Improvement & Systems Optimization Evaluate and streamline AP processes to improve efficiency and accuracy, focusing on inventory invoice flow, freight billing, and warehouse-related transactions. Identify opportunities for automation, including OCR tools, AP workflow systems, and enhancements within the company's ERP. Partner with IT, Finance, Procurement, and Warehouse Operations to implement process improvements and support system upgrades. Compliance & Internal Controls Ensure compliance with company policies, US GAAP, contractual terms, and relevant state tax requirements. Monitor adherence to internal controls, segregation of duties, and audit requirements. Provide audit support by preparing documentation and explaining processes to internal and external auditors. Qualifications Education & Experience Bachelor's degree in Accounting, Finance, Business Administration, or related field preferred. 5+ years of accounts payable experience, including 2+ years in a supervisory or management role. Experience working in distribution, manufacturing, auto parts, or multi-location operations strongly preferred. Proficiency with ERP systems and AP automation tools required. Great Plains experience a plus. Skills & Competencies Strong understanding of inventory purchasing workflows, and freight invoicing. Ability to manage high-volume AP operations with accuracy and attention to detail. Excellent problem-solving skills, especially in resolving receiving discrepancies and supplier disputes. Strong leadership, communication, and relationship-building abilities. Proficient in Excel and financial systems.
    $62k-85k yearly est. 19d ago
  • US Seasonal Tax-Private Tax-Manager

    EY 4.7company rating

    Audit manager job in Rochester, NY

    At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. **Seasonal Tax Manager - Private Client Services - *Remote* ** Private Client Services (PCS) is a growing practice within EY, and you'll see that growth reflected in our career opportunities. The team has a dedicated focus toward serving privately held companies and their owners and their families. These clients span from family-owned businesses to private equity owned companies. One thing they all have in common is they are high growth private companies. As many companies choose to no longer go public, this is an ever increasing and exciting group of companies from start-up companies all the way to multibillion-dollar global private enterprises. With a diverse portfolio of interesting and challenging work, you'll make an impact on some of the most technically demanding tax planning and compliance projects around. You'll be part of a growing global team, acting as a key point of contact for a wide range of clients and colleagues. In return, you can expect plenty of support designed with your own personal skills and experience. EY is a dynamic place to develop not only your technical tax knowledge, but also your professional leadership and business acumen. **The opportunity** You'll join the team at a critical time, leveraging your expertise to help support our clients. In return, you can expect the support of some of the most engaging colleagues around. You'll receive hourly, over-time eligible pay, and a unique opportunity to enhance or refine your skills within one of our high performing tax teams. **Your key responsibilities** As a seasonal tax manager your main priority could include reviewing complex individual tax returns, income tax planning of high-net-worth individuals and families, partnership tax compliance, or S Corp tax compliance for our Private Tax clients. Expectations around hours are discussed during the interview process for each role, so you'll be able to share your availability and know what to expect prior to coming aboard. In this role you'll be able to work remotely from within the United States, with no travel required. **Skills and attributes for success** + A strategic eye toward prioritizing when working on multiple complex projects + Influencing skills, and the confidence and curiosity to question existing processes + The ability to produce technical writing and research in a tax context + Experience performing high quality review of complex tax returns + Knowledge/experience in handling High Net Worth and Individual Tax Returns, or complex partnership compliance + Experience with federal and state personal and trust income tax + A thorough understanding of estate and wealth planning + Experience researching tax issues to develop effective tax planning strategies and translate complex data from a range of sources into client-ready insights and deliverables + Comfort with working remotely in a virtual team environment **To qualify for the role you must have ** + Valid US Certified Public Accountant (CPA) license or active state bar membership + A bachelor's degree in Accounting, Finance, Business, or a related discipline + A minimum of 4 years of relevant experience in tax compliance for private client individuals, partnerships, and/or S Corps + Strong analytical skills, written/verbal communication skills, interpersonal; problem-solving ability and attention to detail **Ideally, you'll also have** + A proven record of excellence in tax accounting for financial statements with a top or mid-tier firm **What we look for** We're interested in strong team players who support their colleagues in reaching their goals while also considering their own workload and deliverables. We're looking for people with a genuine passion for tax, and the future of tax, and are inspired to help our clients meet complex tax obligations. If you have a strong quality focus, the desire to develop meaningful relationships, and the ambition to deliver above and beyond expectations, this role is for you. **What we offer you** At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + The salary range for this job in all geographic locations in the US is $90/hr to $120/hr. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .
    $90-120 hourly 23d ago
  • SAP Enterprise Asset Management (EAM) Manager

    PwC 4.8company rating

    Audit manager job in Rochester, NY

    **Specialty/Competency:** SAP **Industry/Sector:** Not Applicable **Time Type:** Full time **Travel Requirements:** Up to 80% At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve their strategic objectives. In SAP supply chain and operations at PwC, you will specialise in providing consulting services for SAP supply chain and operations applications. You will analyse client needs, implement software solutions, and offer training and support for seamless integration and utilisation of SAP supply chain and operations applications. Working in this area, you will enable clients to optimise their supply chain processes, improve operational efficiency, and achieve their strategic objectives. Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: + Analyse and identify the linkages and interactions between the component parts of an entire system. + Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion. + Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables. + Develop skills outside your comfort zone, and encourage others to do the same. + Effectively mentor others. + Use the review of work as an opportunity to deepen the expertise of team members. + Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate. + Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. The Opportunity As part of the SAP Supply Chain and Operations team you are expected to lead the creation and implementation of impactful enterprise asset management solutions. As a Manager you are responsible for supervising, developing, and coaching teams, managing client service accounts, and driving assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. You are responsible for leading every aspect of complex Generation and/or Utility engagements using the SAP Enterprise Asset Management (EAM) suite. Responsibilities - Lead the creation and implementation of enterprise asset management solutions - Supervise, develop, and coach teams to achieve top-quality deliverables - Manage client service accounts and drive client engagement workstreams - Oversee every aspect of complex Generation and Utility engagements - Independently analyze and solve complex problems - Assure successful planning, budgeting, and execution of projects - Foster a culture of continuous improvement and innovation - Utilize technology to enhance service delivery What You Must Have - Bachelor's Degree - 5 years of experience What Sets You Apart - Leading SAP EAM suite engagements - Experience with SAP S4 Hana and SAP ECC - Designing and deploying SAP EAM solutions - Leading large-scale transformation deployments - Practice development in EAM talent recruiting - Sales lifecycle and client relationship management - Proposal management and presentation skills - Functional implementations in various management areas - Industry knowledge in power generation and renewables Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: *************************************** The salary range for this position is: $99,000 - $232,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
    $99k-232k yearly 60d+ ago
  • Tax Manager - Federal / Corporate Tax

    Deloitte 4.7company rating

    Audit manager job in Rochester, NY

    Are you a strategic and creative federal tax professional who likes solving complex federal tax issues? Do phrases like "accounting for income taxes," "tax advisory," and "tax controversy" pique your interest? Do you enjoy providing federal tax compliance and consulting services to large global and dynamic midsize clients across a variety of industries? If you answered "Yes" to any of these questions, you should consider a career in Deloitte's Business Tax Services (Federal tax) practice! Recruiting for this role ends on May 31st 2026. What You'll Do As a Tax Manager within the Business Tax Services group, you will provide federal tax consulting and compliance services to a diverse client base in various industry sectors. You will work directly with the client, manage the tax engagement team, have access to an elite group of specialists when needed, and be connected to a strong support system from firm leadership to ensure you are set up for success in your role and career. Responsibilities will include: + Maintaining and developing strong client relationships on various federal tax consulting/compliance engagements. + Advising clients on a variety of tax issues including accounting for income taxes, FTA (periods, methods & credits), tax provisions, tax compliance, business restructuring, and tax controversy. + Overseeing complex federal tax compliance and consulting projects requiring tax analysis for a variety of entities and their affiliates. + Managing engagement workflow, engagement team resources, and engagement billing. + Providing leadership, counseling, and career guidance for the development and motivation of the engagement team. The Team At Deloitte Tax LLP, our Business Tax Services team is a dynamic team with professionals of varying backgrounds and provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk profiles. Business Tax subject matter experts and industry specialists provide services and solutions relevant to our client's business. Our team will assist with global tax challenges and transform the tax department to create greater impact and efficiency within our client's organization. Our spectrum of business tax services is relevant for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized services including research and development, government incentives, and tax management consulting. Join us, and help clients optimize their tax functions and take strategy to the next level. (1) Learn more about Deloitte Business Tax Services. Qualifications Required: + Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days per week + Bachelor's degree in accounting, finance, or related field + Limited immigration sponsorship may be available + 5+ years' experience in federal tax compliance, federal tax accounting and provisions, tax analysis, and tax research + Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve + One of the following active accreditations obtained: + Licensed CPA in state of practice/primary office if eligible to sit for the CPA + If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as Masters of Tax, JD, and/or LLM + Solid understanding with accounting for income taxes in accordance to ASC740 + Previous Big 4 or large CPA firm experience + Strong management experience + Excellent research and writing skills + Excellent presentation and communications skills The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $93,660 to $213,200. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. Information for applicants with a need for accommodation: ************************************************************************************************************ btstax All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
    $93.7k-213.2k yearly 49d ago
  • Manager, Federal Tax - Asset Management

    KPMG 4.8company rating

    Audit manager job in Rochester, NY

    At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future, and what we stand for as a firm KPMG is currently seeking a Manager to join our Business Tax Services practice. Responsibilities: * Oversee client portfolios of various size and scope within the alternative investment fund industry (private equity, real estate and/or hedge funds) * Act as the first point of contact for internal and external clients * Manage teams of tax professionals/assistants working on client projects * Assess tax impact on clients of rules and law changes, develop tax arguments to support conclusions and make recommendations to clients * Facilitate risk and financial performance of engagements, including billing, collections, and the budget for projects * Deliver high quality tax services to clients Qualifications: * Minimum five years of recent tax experience in the alternative investment industry * Bachelor's degree from an accredited college/university; Licensed CPA, EA or JD/LLM, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list * Proficient in the taxation of partnerships and tiered investment fund structures * Excellent verbal and written communication skills with the ability to articulate complex financial information KPMG LLP and its affiliates and subsidiaries ("KPMG") complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work. Follow this link to obtain salary ranges by city outside of CA: *********************************************************************** California Salary Range: $96800 - $187500 KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state, or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
    $96.8k-187.5k yearly 23d ago
  • Senior Relationship Manager Commercial Banking

    ESL All Companies 4.5company rating

    Audit manager job in Rochester, NY

    Hours: 40 Schedule: This position is hybrid and remote eligible for up to 40% of the time. The office location for this position is at ESL Corporate Headquarters in Rochester, NY. Hours are Monday - Friday 8:00 a.m. - 5:00 p.m. Must remain flexible to meet current and future business needs. Pay: Starting Salary: $160,500 Pay Range: $141,788 - $178,747 This position includes eligibility to participate in incentive program to be discussed at interview Purpose of Position: Accountable for the generation of new commercial banking relationships along with management responsibilities of a portfolio of all types of C&I customers including the more complex relationships. Achieve individual sales goals and expand existing relationships through outbound sales calling efforts and networking within the business community. Actively refer to other lines of business across the organization as appropriate. Accountabilities: Ensure Business Development and Sales Objectives are met in compliance with established assignments and ESL policies and procedures Actively prospects through disciplined external calling efforts. Focus on companies with revenues in excess of $5 million with an emphasis on larger companies. New business development loan production goals in the range of $15-20 million annually. Actively network through internal and external business events. Actively manage the assigned portfolio to ensure retention and expansion of relationships. Identify and assess credit opportunities using established ESL underwriting standards and closing requirements. Document activities in Nextgen Proactively manage the assigned portfolio to ensure retention and expansion of relationships. Portfolios likely to exceed $60 million and include some larger, more complex relationships. Ensure annual credit reviews are completed on a timely basis. Adhere to member focused Customer Experience Service Standards. Actively engage in personal and professional development. Qualifications: Bachelor's degree or 4 years of equivalent directly related experience and training in aspects of Commercial Banking Bachelor's degree preferred Minimum 7 years of progressively responsible commercial lending experience, including financial analysis and underwriting, with a minimum of 4 years in a relationship management capacity. Extensive knowledge of commercial credit and noncredit products including SBA products and programs. Highly developed time management, leadership and time management skills Excellent analytical, planning, communication, negotiation and interpersonal skills Effective PC skills in Word, Excel and PowerPoint Demonstrates alignment with ESL's Core Values, mission, vision, and Purpose to help our community thrive and prosper We're committed to diversity, equity, and inclusion. ESL recognizes the importance of a culture that embraces diversity and values individual differences. We are committed to cultivating a diverse workforce at all levels that mirrors the communities we serve. We welcome applications from people with diverse perspectives and backgrounds. We strive to create an inclusive, respectful and equitable environment, which makes ESL a great place to work! #LI-JF1 #LI-Hybrid
    $141.8k-178.7k yearly 60d+ ago
  • Finance & Accounting Operations Manager

    Salzman Group Inc.

    Audit manager job in Rochester, NY

    Job DescriptionDescription: We are seeking a highly skilled and proactive Finance & Accounting Operations Manager to oversee the daily operations of a multi-entity, multi-currency Accounting function-while also participating hands-on in transactional work. This role integrates department leadership with active responsibilities across accounting operations, purchasing oversight (international and domestic), cashflow management, reconciliations, financial controls, and systems improvement. The ideal candidate thrives in a fast-paced environment, is comfortable shifting between strategic oversight and detailed transactional work, and can coordinate financial operations across several business entities. Requirements: Hands-On Accounting & Daily Operations: Perform daily and weekly accounting transactions across multiple entities, including: Bank reconciliations Credit card reconciliations Inventory, prepaid, and accrual reconciliations Intercompany reconciliations and settlements Multi-currency general ledger maintenance and journal entries Process and review accounts payable and accounts receivable Maintain accurate supporting schedules, reports, and documentation Assist in preparing financial statements, internal reporting, budgets, and cashflow forecasts Complete sales tax filings, audits, and compliance requirements Ensure accuracy, integrity, and confidentiality of financial data Purchasing & Cashflow Oversight: Oversee international and domestic purchasing processes Coordinate vendor payments, terms, and timelines to support optimized cashflow Work cross-functionally to ensure purchasing aligns with forecasting and inventory needs Track currency impacts to purchasing decisions and payments Monitor daily, weekly, and monthly cashflow requirements for all entities Leadership & Department Management: Oversee day-to-day operations of the Accounting department while actively contributing to the work Supervise, mentor, and support accounting team members Set and communicate expectations regarding accuracy, timeliness, and productivity Develop, implement, and enforce internal controls and accounting procedures Review staff work for accuracy, consistency, and compliance Coordinate month-end and year-end close across entities Serve as the primary internal point of contact for accounting and finance-related questions Process Improvement & Systems Management: Identify opportunities to improve workflows, automation, and efficiency Support ERP migration, system upgrades, and continuous improvement initiatives Build and refine accounting schedules, dashboards, and reporting tools Partner with leadership to ensure accurate, timely, and insightful financial data drives decision-making Cross-Functional Collaboration: Collaborate with Operations, Warehouse, Purchasing, Sales, Customer Support, Marketing, and Leadership Assist other departments with accounting-related questions, training, and problem solving Help resolve discrepancies quickly and support cross-departmental projects Requirements Bachelor's degree in Accounting, Finance, or related field 3-7+ years of hands-on accounting experience, including reconciliations and month-end close Experience in a multi-entity and/or multi-currency environment strongly preferred Prior supervisory experience or team leadership required Strong understanding of GAAP, financial reporting, and internal controls Proficiency with accounting/ERP systems such as QuickBooks, Acumatica, or Odoo Advanced Excel skills High level of accuracy, attention to detail, and organization Ability to balance leadership with daily transactional responsibilities Strong communication and interpersonal skills High degree of professionalism, confidentiality, and integrity Perks of the Position Dynamic and fast-growing multi-entity e-commerce environment Competitive health and dental insurance plans 401k plan with Company contribution Vacation time, sick time, and paid holidays Fully stocked kitchen with snacks, breakfast and lunch provide daily Company-sponsored DashPass Unlimited espresso, coffee, cappuccinos, and lattes Employee discounts on coffee and premium brewing equipment
    $92k-132k yearly est. 5d ago
  • Business Relationship Manager I- Officer

    JPMC

    Audit manager job in Rochester, NY

    If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management. Job Responsibilities Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000 Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements Required qualifications, capabilities, and skills Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients' behalf and follow through with commitment Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint Preferred qualifications, capabilities, and skills Bachelor's degree in Finance or related field or equivalent work experience Strong current business network
    $88k-130k yearly est. Auto-Apply 60d+ ago
  • Manager of Financial Reporting/Budget Department

    Description This

    Audit manager job in Rochester, NY

    (Resume and civil service application required) This is a management position responsible for developing, coordinating, and managing the financial and organizational performance reporting process for a school district. Reporting process is the process used to gather, consolidate, understand and analyze data and distribute and communicate data to key stakeholders. Duties involve developing consolidated financial and operational reports on a regular basis and improving existing policies and procedures. The employee reports directly to, and works under the general supervision of the Director of Budget or other higher-level staff member. Does related work as required. Graduation from high school or possession of an equivalency diploma plus EITHER: (A) Graduation from a regionally accredited or New York State registered college or university with a Masters degree in Business Administration, Finance, Accounting, or Economics, plus two (2) years paid full-time or its part-time equivalent experience in budget analysis, financial analysis, or accounting, including two (2) years in the operation of a computer using software related to the reporting and analyses of financial data; OR, (B) Graduation from a regionally accredited or New York State registered college or university with a Bachelors degree in Business Administration, Finance, Accounting, or Economics, plus four (4) years experience as defined in (A) above, two (2) years of which must have involved the operation of a computer using software related to the reporting and analyses of financial data; OR, (C) Graduation from a regionally accredited or New York State registered college or university with a Bachelors degree, plus six (6) years paid full-time or its part-time equivalent experience as defined in (A) above, two (2) years of which must have involved the operation of a computer using software related to the reporting and analyses of financial data; OR, (D) An equivalent combination of education and experience as defined by the limits of (A) and (B) and (C) above sufficient to indicate ability to do the work. SPECIAL REQUIREMENTS: If you are appointed, you will be required to have a valid license to operate a motor vehicle in New York State or otherwise demonstrate your capacity to meet the transportation needs of the job. (All need not be performed in a given position. Other related activities may be performed although not listed.) Develops financial and headcount reports generated from the general ledger, human resource computer system records, and budget database; Develops financial and headcount variance reports generated from department heads and organizational leaders; Compiles operational reports and statistical reports on items such as, but not limited to, program results, student enrollment, and dropout rates; Provides financial and headcount reports, variance reports, and operational reports to various staff such as the Chief Financial Officer, and to outside agencies; Coordinates the development and design of new systems, policies and procedures for improving the efficiency of the financial and operational performance reporting of the school district including determining types of reports to be generated based on recipient, the format, and timeline, and developing procedures to monitor costs and program results; Develops and monitors benchmarking metrics, with the assistance of various school personnel, to improve the efficiency and performance of the school district; Coordinates development of database system improvements. FULL PERFORMANCE KNOWLEDGE, SKILLS, ABILITIES AND PERSONAL CHARACTERISTICS: Thorough knowledge of financial and budgetary reporting practices and procedures; thorough knowledge of financial systems utilized by the school district; good knowledge of financial policies and operating procedures of the school district; analytical and organizational skill; ability to assimilate data; ability to develop operational and statistical reports; ability to develop financial and headcount reports and variance reports utilizing a computer; ability to communicate effectively both orally and in writing; ability to establish and maintain effective professional relationships; ability to prepare financial reports utilizing a computer; ability to assess current policies and procedures and make improvements that increases efficiency; ability to coordinate development of database system improvements; good judgment; physical condition commensurate with the demands of the position.
    $94k-140k yearly est. Auto-Apply 22d ago
  • Accounting Manager/Supervisor

    Robert Half 4.5company rating

    Audit manager job in Rochester, NY

    We are looking for an experienced Accounting Manager/Supervisor to join our client's team in Rochester, New York. Supporting individual clients through accurate tax preparation, strategic planning, and financial oversight. This role supervises staff, reviews client financials, and ensures timely, compliant delivery of engagements. Responsibilities: + Partner with the team to complete projects accurately and on schedule. + Prepare and review S corporation, partnership, and individual tax returns of moderate complexity. + Develop and implement tax strategies to maximize client benefits. + Lead, mentor, and train staff accountants and bookkeepers. + Review financial statements for accuracy and compliance. + Maintain strong client and team relationships. + Ensure confidentiality and uphold professional standards. + Manage priorities to meet deadlines and budgets. + Assist with special projects such as tax planning, sales tax compliance, and financial reporting. + Contribute to technical knowledge and firm growth. + Perform additional duties as assigned. Requirements - Bachelor's in Accounting - Certified Public Accountant (CPA) or IRS Enrolled Agent designation preferred. - Minimum of 3 years of experience in accounting or a related field. - Proficiency in preparing and reviewing partnership, individual, and S corporation tax returns. - Strong knowledge of tax planning strategies and their practical implementation. - Experience in supervising and training accounting staff. - Ability to review financial statements and external reports for accuracy and compliance. - Familiarity with sales tax regulations and financial statement preparation. - Exceptional organizational and communication skills to manage multiple projects effectively. Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) .
    $82k-112k yearly est. 22d ago
  • Financial Center Manager

    Northwest Bank 4.8company rating

    Audit manager job in Rochester, NY

    As a Financial Center Manager, you will be responsible for overseeing the daily operations of the financial center while ensuring exceptional customer service, achieving sales goals, fostering employee development, and maintaining operational soundness. Your role will encompass a variety of duties aimed at driving growth, efficiency, and customer satisfaction. Essential Functions • Sales Goal Achievements: Develop and implement strategies to meet or exceed sales targets for various banking products and services, that may include loans, deposits, and/or investments. Lead by example by actively engaging in sales activities and motivating staff to achieve their sales objectives. • Individual Goal Achievement: Work closely with each team member to set clear, measurable goals aligned with organizational objectives. Provide guidance, support, and resources to help team members achieve their individual targets. Regularly monitor progress utilizing sales tools and provide effective coaching to ensure continuous improvement. • Operational Soundness: Accountable for all operational activities within the financial center, including financial center cash management, compliance with regulatory requirements, and adherence to internal policies and procedures. Implement risk management practices to safeguard assets, minimize fraud, and maintain a secure banking environment. Collaborate with support functions to streamline processes and enhance operational efficiency. • Leadership Portraying the Northwest Bank Culture: Uphold a customer-centric culture within the financial center by ensuring that every customer interaction is prompt, courteous, and efficient. Address customer inquiries, concerns, and complaints promptly to ensure high levels of satisfaction and retention. Implement initiatives to improve the overall customer experience and loyalty. • Employee Development: Provide guidance, coaching, and mentorship to financial center staff to enhance their product knowledge, sales skills, and customer service abilities. Conduct regular documented performance evaluations utilizing the HR tool, to identify training needs, and support career development opportunities for team members. • Compliance and Regulations: Adhere to all bank policies, procedures, and regulatory requirements to ensure compliance and mitigate risk. Maintain confidentiality and always protect customer information. • Community Engagement and CRA Efforts: Represent Northwest Bank in the local community by participating in events and initiatives. • Ensure compliance with Northwest's policies and procedures, and Federal/State regulations • Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education High School Diploma or equivalent preferred Preferred Work Experience 2 - 3 years Banking and/or retail experience 2 - 3 years Sales leadership experience 2 - 3 years Management experience Knowledge, Skills, and Abilities • Ability to identify existing and potential problems, obtain and evaluate relevant information, identify possible causes of the problems, and suggest an alternative course of action including innovative or creative approaches • Ability to allocate and effectively use information, personnel, time, and other resources necessary for implementation of Northwest's strategic plans • Ability to make decisions, render judgments, and take action on tasks within the scope of given authority in a timely fashion • Ability to develop, evaluate, and implement alternative courses of action, based on correct assumptions concerning resources and guidelines, and support decisions or recommendations with data or reasoning • Ability to present and express ideas and information effectively and concisely in an oral and/or written mode in a manner appropriate for the audience • Ability to listen and comprehend what others are saying and facilitate the open exchange of ideas and information • Ability to motivate and provide direction in the activities of others, appropriately assigning work and authority, in the accomplishment of goals; providing advice and assistance as required • Ability to understand and appropriately apply procedures, requirements, regulations, and policies; maintain credibility with others on specialty matters The pay range for this position is generally $55,000 - $80,000 per year plus a structured incentive compensation plan. Actual pay is based on various factors including but not limited to the successful candidate's experience, skills, and knowledge. Additional bonus earning opportunities and benefits are also available. Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
    $55k-80k yearly Auto-Apply 11d ago
  • Financial Services - Wealth and Asset Management - Tax Manager

    EY Studio+ Nederland

    Audit manager job in Akron, NY

    At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! The opportunity EY's FSO tax practice provides comprehensive and specialized tax assistance tailored to the unique needs of the asset management industry. You would join our tax professionals who are knowledgeable and experienced with varied and specialized facets of hedge fund, private equity fund and mutual fund taxation, including fund and organizational structuring, tax minimization planning, on-call advice, and tax compliance. Your key responsibilities As a manager in our Wealth & Asset Management practice, you will be responsible for managing and coordinating tax compliance and advisory work for clients. You would work on key client issues in domestic federal, international and state and local taxation with a focus on implementing tax strategies that align with the client's business objectives. You will manage tax compliance accounts for hedge funds and or private equity funds. You will review extensive securities analysis, make appropriate tax adjustments, and provide sign-off for the production and delivery of K-1's and partnership tax returns. You will be responsible for reviewing partnership agreements and private placement memorandums for tax implications of items such as book and tax allocations, stuffing provisions, management and incentive fees as well as run the day to day activities on the accounts that are spread across various locations. Skills and attributes for success Solid technical knowledge - you will have to review partnership book/tax allocations including aspect such as incentive fee re-allocation, side pocket, transfer partnership interest, fill up/down The ability to teach or assist in firm in - house trainings Ability to analyze trading reports for tax character and book tax differences, such as wash sales, constructive sales, straddles, and other securities issues. Build impactful relationships with new and existing clients and maintain relationship with firm leadership Create a positive and trusting environment where team members know each other and feel a part of their team Able to identify key tax technical issues and raise the appropriate questions before the work is sent for review to the partner or senior manager - and consult when necessary To qualify for the role you must have A Bachelor's degree and a minimum of 5 years of related work experience; or an advanced degree in tax or law and a minimum of 4 years of related work experience CPA license or a licensed Attorney is required or the ability to achieve either within a one year from hire date A minimum of 5 years of relevant tax experience or equivalent experience in the financial services industry Familiarity with the financial services industry gained through direct involvement with managed investment vehicles Broad exposure to federal income taxation and exposure to state and local tax Ideally, you'll also have Excellent managerial, leadership, organizational, and verbal/written communication skills Demonstrated skills in mentoring and training others What we look for Hard working team player who is comfortable partnering with others as well as working independently. Detailed oriented performer who can multi-task and meet deadlines. Open mindedness and creative solutions to the job every day. What we offer you At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more. We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $115,000 to $210,800. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $138,000 to $239,600. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. Are you ready to shape your future with confidence? Apply today. EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. EY | Building a better working world EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at **************************.
    $138k-239.6k yearly 60d+ ago
  • FY26 US Seasonal Tax-Private Tax-Manager

    FP&A 4.3company rating

    Audit manager job in Akron, NY

    At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. Seasonal Tax Manager - Private Client Services - *Remote* Private Client Services (PCS) is a growing practice within EY, and you'll see that growth reflected in our career opportunities. The team has a dedicated focus toward serving privately held companies and their owners and their families. These clients span from family-owned businesses to private equity owned companies. One thing they all have in common is they are high growth private companies. As many companies choose to no longer go public, this is an ever increasing and exciting group of companies from start-up companies all the way to multibillion-dollar global private enterprises. With a diverse portfolio of interesting and challenging work, you'll make an impact on some of the most technically demanding tax planning and compliance projects around. You'll be part of a growing global team, acting as a key point of contact for a wide range of clients and colleagues. In return, you can expect plenty of support designed with your own personal skills and experience. EY is a dynamic place to develop not only your technical tax knowledge, but also your professional leadership and business acumen. The opportunity You'll join the team at a critical time, leveraging your expertise to help support our clients. In return, you can expect the support of some of the most engaging colleagues around. You'll receive hourly, over-time eligible pay, and a unique opportunity to enhance or refine your skills within one of our high performing tax teams. Your key responsibilities As a seasonal tax manager your main priority could include reviewing complex individual tax returns, income tax planning of high-net-worth individuals and families, partnership tax compliance, or S Corp tax compliance for our Private Tax clients. Expectations around hours are discussed during the interview process for each role, so you'll be able to share your availability and know what to expect prior to coming aboard. In this role you'll be able to work remotely from within the United States, with no travel required. Skills and attributes for success A strategic eye toward prioritizing when working on multiple complex projects Influencing skills, and the confidence and curiosity to question existing processes The ability to produce technical writing and research in a tax context Experience performing high quality review of complex tax returns Knowledge/experience in handling High Net Worth and Individual Tax Returns, or complex partnership compliance Experience with federal and state personal and trust income tax A thorough understanding of estate and wealth planning Experience researching tax issues to develop effective tax planning strategies and translate complex data from a range of sources into client-ready insights and deliverables Comfort with working remotely in a virtual team environment To qualify for the role you must have Valid US Certified Public Accountant (CPA) license or active state bar membership A bachelor's degree in Accounting, Finance, Business, or a related discipline A minimum of 4 years of relevant experience in tax compliance for private client individuals, partnerships, and/or S Corps Strong analytical skills, written/verbal communication skills, interpersonal; problem-solving ability and attention to detail Ideally, you'll also have A proven record of excellence in tax accounting for financial statements with a top or mid-tier firm What we look for We're interested in strong team players who support their colleagues in reaching their goals while also considering their own workload and deliverables. We're looking for people with a genuine passion for tax, and the future of tax, and are inspired to help our clients meet complex tax obligations. If you have a strong quality focus, the desire to develop meaningful relationships, and the ambition to deliver above and beyond expectations, this role is for you. What we offer you At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more. The salary range for this job in all geographic locations in the US is $90/hr to $120/hr. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. Are you ready to shape your future with confidence? Apply today. EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. EY | Building a better working world EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at **************************.
    $90-120 hourly 60d+ ago
  • Manager, Accounts Payable

    Coopercompanies 4.1company rating

    Audit manager job in Victor, NY

    CooperVision, a division of CooperCompanies (NASDAQ:COO), is one of the world's leading manufacturers of soft contact lenses. The Company produces a full array of daily disposable, two-week and monthly contact lenses, all featuring advanced materials and optics. CooperVision has a strong heritage of solving the toughest vision challenges such as astigmatism, presbyopia and childhood myopia; and offers the most complete collection of spherical, toric and multifocal products available. Through a combination of innovative products and focused practitioner support, the company brings a refreshing perspective to the marketplace, creating real advantages for customers and wearers. For more information, visit ********************* Job Summary: The Manager of Accounts Payable will be responsible for leading and managing the accounts payable operations and activities which includes the supervision of staff and the achievement of cash financial outcome objectives, within a Shared Service Center. The role will assist in designing, implementing, and evaluating solutions that meet business/functional objectives, and continuous improvement targets, in a rapid growth business environment. As a leader in the Finance department, you will help to drive efficiency, accuracy, and adherence to company policies. This role requires the applicant to have the upmost attention to detail, be self-driven, and a desire to grow professionally. Knowledge, Skills and Abilities: Excellent interpersonal, written, and oral communication skills Demonstrated skills in problem solving and resource management. Data Analysis skills, proficiency with computers and strong MS excel skills. Ability to digest complex information and communicate to others in a logical and actionable manner. Ability to effectively collaborate and partner with others to solve problems and/or achieve objectives. Ability to lead, manage and motivate others to support objectives and to achieve goals (even if not direct reports). Knowledge of general accounting and SOX a must. Ability to adjust and work effectively in a dynamic, changing environment. Ability to efficiently manage time, multi-task with competing priorities. Work Environment: Normal office environment. Sedentary to light physical effort necessary to perform the job. Extensive computer work. Experience: Minimum 5 years of relevant accounts payable experience a must. Minimum 3-5 years successfully managing direct reports in an Accounts Payable / Shared Services environment. Experience with Oracle, Microsoft Dynamics 365, QuickBooks, preferred. Experience working in a Sox environment. Education: Bachelor's degree in Accounting, Finance, or related field For U.S. locations that require disclosure of compensation, the starting base pay for this role is between $77,970.00 and $111,385.00 per year and may include cost of living adjustments. The actual base pay includes many factors and is subject to change and modification in the future. This position may also be eligible for other types of compensation and benefits. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity workplace. #LI-SD1 Essential Functions & Accountabilities: Develops and maintains strong relationships across Shared Services teams, and internal/external customer groups. Partners with key stakeholders and gains support for Shared Services programs and initiatives. Supervises the daily routine of the Accounts Payable Department including invoice processing, banking, vendor maintenance, and disbursements. Partner with Procurement staff and PO requisitioners to implement, train and support best practices for the procure-to pay (P2P) process. Effectively work cross-functionally and cross-regionally to support Shared Services initiatives. Ensures accurate transaction processing and timely communication to internal and external partners. Partner with Corporate Treasury Department to manage banking operations and virtual card program for vendor payments. Prepare and analyze reporting to create and/or manage key performance indicators (KPI's). Monitor and analyze accounts payable processes and recommend improvements to increase efficiency and accuracy. Ensure accurate and timely month-end and year-end close processes for accounts payable. Provides guidance and leadership to functional teams and implements policies and strategies that support business priorities and strategic direction. Effectively present and communicate results and analysis to management to assist in driving business decisions. Lead and/or support the design and development of Shared Services operational plans that model outstanding people management practices and resource utilization, resulting in a high-performing service delivery culture. Staff and develop the Accounts Payable team, including development of individual and team goals, performance measures. Evaluate team/individual performance, enable and foster ongoing professional development. Assure staff members are effectively engaged and motivated in the delivery of service and business objectives. Promote a culture of customer-centered service delivery and continuous improvement, to ensure that service level agreements (SLA's) are achieved, and customer needs and expectations are met. Responsible for the 1099 process and vendor master file management. Manage SOX compliance. Work closely with internal and external audit to assist with internal controls and to provide documentation and support as needed. Ensure compliance with tax regulations, accounting standards, and internal policies. Lead and/or support efforts to maximize working capital for the company. Provide monthly accounts payable forecasting. Lead and/or support projects and initiatives. Work with IT and other business units to design, test and implement solutions. Assumes other responsibilities as needed and/or assigned by Management. Travel Requirements: Some travel may be required; Estimated to be 1-2 times per year
    $78k-111.4k yearly Auto-Apply 1d ago
  • Retail Assistant Branch Manager

    Woodforest National Bank 3.6company rating

    Audit manager job in Rochester, NY

    Take the next step toward your new career today! Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation.Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest shareholder.We focus on building relationships and discovering opportunities to better serve our communities and understand the financial needs of every customer we serve. At Woodforest we care and prove it by volunteering with local charities and foodbanks to give back to the communities we serve. By joining Woodforest you will become a part ofone ofthe largest employee-owned banks in the country! The Retail Assistant Branch Manager is responsible for aligning direction with the Retail Branch Manager in driving results and supporting the mission in the growth of consumer and business customer relationships, community engagement, and instore partner relationships, while delivering the Woodforest Experience to every customer, every day, every time. *Key Responsibilities:* * Assist Manager in achieving branch sales and revenue goals by proactively identifying, marketing, and recommending banking products and services beneficial to the customer. * Must be a "Keeper of the Woodforest Culture" and possess the ability to create energy around Retail objectives and initiatives. Assist Manager in developing and leading innovative strategies to grow, retain and deepen consumer and business relationships. Proactively grow business deposits and loans through inside and outside business calling. * Enhance customer experience and the reputation of the Bank by warmly and sincerely greeting, engaging, and developing relationships with customers, community members, and retail partners. * Embrace and leads a technology driven customer experience. * Lead, partner and execute a community engagement strategy with a Community Development Relationship Manager in order to be an engaged and intrinsic community partner. * Inspire and coach team members to reach their full potential and act as a positive role model. * Demonstrate flexibility to perform every other duty as assigned. *Other Responsibilities:* * Exhibit operational excellence through diligent adherence to policies and procedures. * Ability to maintain the highest level of confidentiality, follow directions, and apply proper policies, procedures and guidelines. Practice branch security procedures and protect customer confidentiality and privacy. * Perform branch servicing duties such as paying and receiving, cash and vault balancing; ordering cash, cards, reports, audits and control checks; maintaining and servicing automated teller machines; and cleaning work areas. * Practice prudent expense management. * Address customer questions and concerns by telephone and in person or refer to appropriate internal resource with ownership until final resolution. *Competencies Required:* * Must be proactive when seeking business outside of the branch. * Inspired, goal oriented, disciplined, team leader with strong interpersonal skills, sales aptitude, and comfortable with outside sales. * Must be open to direct coaching and feedback. * Ability to work flexible or extended working hours to meet business needs; demonstrated reliability. * Demonstrate a passion for taking care of people by exhibiting effective problem-solving abilities, the ability to maintain composure and convey a positive attitude while interacting with customers as well as internal team members. * Knowledge of/or ability to quickly learn products, services, policies, procedures, regulatory guidelines, as well as engaging in as sales and service process. * Ability to maintain the highest level of confidentiality, follow directions, and apply proper policies, procedures and guidelines. * Excellent organizational skills with the ability to prioritize workload and multi-task in a fast-paced environment while maintaining accuracy and attention to detail. * Ability to understand instructions, forms, applications, and be familiar with financial statements and credit reports. Minimum Qualifications/Experience: · 3 years of relevant and transferrable sales and/or customer service experience: OR an Associate's degree and 2 years of relevant and transferrable sales and/or customer service experience; OR a Bachelor's degree and 1 year of relevant and transferrable sales and/or customer service experience. · Demonstrable leadership ability and experience. Prior supervisory experience is helpful. · Previous instore banking experience is preferred, but not required. · Must be positive and engaging. Formal Education & Certification: · High School Diploma or equivalent required. Work Status: · Full-Time. Supervisory Responsibility: · Mentor or lead a team of more junior staff but does not typically have formal management responsibility for personnel decisions. Travel: · Up to 25% or more outside of branch or as needed by customer. Working Conditions: · Conditions include standing most of the time, may involve walking, moving, bending, stooping or sitting for brief periods, and occasionally lifting and carrying items up to 30 lbs. Disclaimer: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Nothing herein restricts management's right to assign or reassign duties and responsibilities to this job at any time. Woodforest is an Equal Opportunity Employer, including Disability and Veterans. **Job:** **Branch Banking* **Organization:** **New York* **Title:** *Retail Assistant Branch Manager* **Location:** *New York-Rochester* **Requisition ID:** *070610* **Salary Range:** *$20.60 to $28.84 per hour*
    $20.6-28.8 hourly 14d ago

Learn more about audit manager jobs

How much does an audit manager earn in Rochester, NY?

The average audit manager in Rochester, NY earns between $90,000 and $224,000 annually. This compares to the national average audit manager range of $82,000 to $178,000.

Average audit manager salary in Rochester, NY

$142,000
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