Overview:

The Bonadio Group is seeking a Tax Compliance & Planning Analyst to join our Corporate Finance team in Rochester, New York. This position will play a key role in supporting the firm's tax compliance and planning functions by ensuring accurate payroll and sales & use tax configuration, assisting with the resolution of tax variances and exceptions, and supporting the firm's year-end tax reporting and planning. 
 

The ideal candidate will have strong attention to detail, foundational knowledge of payroll and indirect taxes, and a proactive mindset for identifying discrepancies and supporting clean, accurate financial records that align with the firm’s strategic tax objectives. 

Responsibilities:
 

Payroll Tax Oversight & Reconciliation 

Work closely with HR/Payroll teams to ensure payroll tax configurations in the payroll system are accurate and up-to-date across all jurisdictions 

Monitor and assist in resolving payroll tax exceptions, discrepancies, and variances in collaboration with the payroll provider 

Reconcile payroll tax-related general ledger accounts monthly 

Support periodic audits of payroll tax data and assist in implementing corrective actions 

Monitor tax law changes impacting payroll reporting and communicate implications to leadership 

Work closely with HR/Payroll teams to resolve tax notices and inquiries from federal, state and local agencies 
 

Sales & Use Tax Support

Handle all aspects of sales and use tax compliance across applicable jurisdictions, including filings, reconciliations, and exemption certificate management 

Collaborate cross-functionally with appropriate teams to ensure accurate tax treatment on purchases and vendor invoices 

Reconcile sales and use tax accounts and complete variance research 

Monitor tax law changes impacting sales/use tax reporting and communicate implications to leadership 

Maintain accurate records of tax-exempt purchases and sales and ensure exemption documentation is current 
 

Firm Tax Planning & Reporting Support

Assist in collecting, organizing, and validating tax-related data to support year-end tax planning and firm tax return preparation 

Collaborate with tax preparers and/or internal tax team members to facilitate timely and accurate filing of the firm’s tax return 

Reconcile tax-related GL accounts, including partner-related distributions, fringe benefits, and other firm-level deductions 

Assist in gathering documentation and schedules for tax preparers 

Prepare tax projections, compliance schedules and internal tax-related reports for firm leadership 
 

Other Responsibilities 

Develop and maintain internal controls and procedures related to tax reporting and compliance 

Assist in special projects, audits, or analysis as required 

Required Qualifications:

A minimum of a bachelor's degree in accounting, finance, or related field 

A minimum of two years of experience in accounting, payroll operations, or tax compliance support 

A minimum of two years working with payroll systems, accounting software, general ledger systems and tax reporting tools  (e.g., Intacct. Workday, ADP. Avalara. etc.)

A minimum of two years working with multi-state payroll tax and/or sales & use tax processes 

Proficiency in Excel including data analysis and pivot tables

Solid understanding of payroll and indirect tax concepts (even if not directly responsible for filings) 

Proven ability to interpret tax regulations and translate them into practical application 

The salary range for this position is between $70,000 and $85,000 and is commensurate with experience.

Hours of Operation:

Our office hours are from 8:00 a.m. until 5:00 p.m. Monday through Friday

Our summer hours are from 8:00 a.m. until 5:00 p.m. Monday through Thursday, and from 8:00 a.m. until 12:00 p.m. on Friday  

We pride ourselves on our flexibility; however, the ability to work additional hours will be needed at peak times

At The Bonadio Group, we believe that an inclusive work environment allows all of our people to achieve their greatest potential and the greatest results for our clients and communities. Bonadio is committed to the principle of equal treatment and opportunity for all people. The Firm is committed to fostering and managing diversity in the workplace as an integral part of its practice and service to clients. The Firm values the rich variety of perspectives and experiences offered by those of different backgrounds. This diversity strengthens our institution and enables it to better respond to our clients’ needs in an increasingly global profession. 

In the fast-changing accounting industry, The Bonadio Group is always on the cutting edge of growth and innovation. With our great mentoring and training programs, you’ll be exposed to diversity of work, the ability to tackle more interesting issues, and have a path to Partnership.  You’ll be working with great people and great clients where you can truly make a difference.  Apply online, get on board, and grow with us.  You’ll be glad you did!

The Bonadio Group is unable to accept unsolicited resumes from third-party recruiters who do not have a written contractual agreement for a specific position along with approval to submit from the Talent Management team.

All communications from The Bonadio Group regarding recruitment and hiring will come from an @bonadio.com email address and our process includes a discussion with our Talent Management team. If you have any questions or concerns, please contact us immediately at (800) 487-7624 or careers@bonadio.com. 

EOE/AA Disability/Veteran