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Ea Financial Jobs in Rochester, NY (NOW HIRING)

Financial Wellbeing Specialist

Rochester, NY · On-site

$21.10 - $35.30/hr

The purpose is to engage employees in the retirement and financial well-being components of their total rewards package. Responsibilities * Leads performing daily administration functions such as ...

Tax Manager (NorthEast)

Rochester, NY · Hybrid

$109K - $143K/yr

Join us and help families amplify and simplify their financial lives with confidence. * Mercer ... Strong tax code knowledge and general accounting skills * CPA and/or EA required * Master's degree ...

... financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World ... Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep ...

... financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World ... Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep ...

Tax Associate - TurboTax Store

Newark, NY · On-site

$58K - $78K/yr

... financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World ... Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep ...

... financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World ... Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep ...

... financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World ... Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep ...

Senior Tax Expert - Retail

Newark, NY · On-site

$32.50 - $36/hr

... financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World ... Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep ...

... financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World ... Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep ...

Retail Tax Expert

Newark, NY · On-site

$58K - $78K/yr

... financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World ... Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep ...

... financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World ... Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep ...

Retail Tax Expert

Newark, NY · On-site

$32.50 - $36/hr

... financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World ... Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep ...

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Ea Financial information

See Rochester, NY salary details

$10

$23

$39

How much do ea financial jobs pay per hour?

As of Aug 28, 2026, the average hourly pay for ea financial in Rochester, NY is $23.04, according to ZipRecruiter salary data. Most workers in this role earn between $18.03 and $25.87 per hour, depending on experience, location, and employer.

What is an EA Financial?

EA Financial professionals typically refer to individuals who work in financial roles within companies or organizations, focusing on providing expert advice, managing financial records, and ensuring compliance with financial regulations. The 'EA' can stand for Enrolled Agent, a tax advisor certified by the IRS, or it may refer to other financial professionals working in executive assistant or financial analyst roles. These professionals are responsible for preparing tax returns, representing clients before the IRS, analyzing financial data, and supporting financial decision-making. Their expertise helps organizations maintain accurate financial records and adhere to relevant laws and regulations.

How does an EA Financial typically collaborate with executives and finance teams to support organizational goals?

An EA Financial professional often acts as a bridge between senior executives and the finance department, managing schedules, preparing financial reports, and facilitating communication among stakeholders. They support budgeting, expense tracking, and may coordinate meetings where financial strategies are discussed. This role requires strong organizational skills, discretion with sensitive data, and the ability to prioritize tasks in a fast-paced environment. Collaboration is key, as EA Financial professionals regularly liaise with team members across departments to ensure alignment on financial objectives and deadlines.

What are the key skills and qualifications needed to thrive as an Executive Assistant in a financial setting?

To thrive as an Executive Assistant in finance, you need strong organizational skills, attention to detail, and a background in business administration or finance. Familiarity with financial software (like Excel, QuickBooks, or Bloomberg Terminal), calendar management tools, and often certification such as CAP or MOS is valuable. Excellent communication, discretion, and proactive problem-solving set top performers apart in this role. These skills enable efficient executive support, accurate financial coordination, and confidentiality in a high-stakes, fast-paced environment.

What is the difference between Ea Financial vs Financial Advisor?

AspectEa FinancialFinancial Advisor
CredentialsMay require specific certifications like Series 7, Series 66, or CFP depending on services offeredTypically requires CFP, Series 7, Series 66, or similar certifications
Work EnvironmentOften works within financial firms, banks, or as independent consultantsWorks in banks, financial planning firms, or independently with clients
Industry UsageCommonly used in financial services, investment firms, and bankingWidely used across financial planning, investment advising, and wealth management

Both Ea Financial and Financial Advisor roles involve financial planning and investment advice, often requiring similar certifications. However, Ea Financial may focus more on specific financial products or services within certain firms, while Financial Advisors typically provide comprehensive financial planning to individual clients. The roles overlap significantly, but the context and scope can differ based on employer and specialization.

What are popular job titles related to Ea Financial jobs in Rochester, NY?

For Ea Financial jobs in Rochester, NY, the most frequently searched job titles are:

What cities near Rochester, NY are hiring for Ea Financial jobs?

Cities near Rochester, NY with the most Ea Financial job openings:

Financial Wellbeing Specialist

Paychex

Rochester, NY • On-site

$21.10 - $35.30/hr

Full-time

Medical, Retirement, PTO

Re-posted 15 days ago


Paychex rating

7.3

Company rating: 7.3 out of 10

Based on 176 frontline employees who took The Breakroom Quiz

238th of 499 rated business services


Job description

Paychex is reimagining how businesses manage their workforce by bringing payroll, HR, benefits, and advisory services together into a singleconnected HCM platform. As Paychex and Paycor come together, we're combining innovative technology, data-driven insights, AI, and human expertise to help organizations work smarter, support their people, and achieve better business outcomes. This is an exciting time to join our team as we continue to invest in innovation, simplify client experiences, and shape the future of work. At Paychex, you'll have the opportunity to grow your career, make a meaningful impact, and be part of something bigger as One Paychex.
Overview

Responsible for the operational support of policies and programs that engage our employees in their overall well-being with emphasis on financial well-being and in partnership with emotional, physical and community well-being. The purpose is to engage employees in the retirement and financial well-being components of their total rewards package.


Responsibilities
  • Leads performing daily administration functions such as file feed transfers from external vendors to company’s HR system, data audits and statistical reporting on the retirement plans, tuition assistance and other financial well-being programs for the purpose of maintaining continuity and integrity of employee-initiated transactions and measuring employee participation.
  • Responds to employee inquiries and resolves employee issues related to the retirement and financial well-being programs for the purpose of improving the employees’ perceived value of such programs and employee experience in partnership with Payroll and/or external vendor partners
  • Remains current with changes in regulatory requirements related to retirement, M&A and financial well-being programs to help ensure the company’s retirement, tuition assistance & other financial well-being benefit operations remain in compliance. Keeps abreast of industry trends relating to areas of expertise and their potential impact on Paychex plans, programs, policies and procedures. Communicates and makes recommendations to management to improve our employees’ experience.
  • Routinely monitors Paychex intranet to ensure that the information is accurate and relevant to employees. Makes recommendations for changes as appropriate. Assists in developing employee communications campaigns to promote the Paychex retirement plan and other financial well-being programs.
  • Assists in the identification and evaluation of employee financial well-being programs, including the assisting with the implementation, and ongoing operation of the retirement and other financial well-being programs (including M&A and communication campaigns and training).
  • Identifies and implements new process improvements such as reductions in manual data entry transactions to increase efficiency and integrity of administrative functions. Assists in conducting and reviewing retirement plan annual reporting and compliance requirements which are required by government agencies to offer such plans.
  • Processes and tracks purchases, invoices, and other financial transactions with vendors and employee customers for benefit & well-being dept. related initiatives, including, consulting, memberships, M & A, employee programs, events, etc. Partners with the Benefits/HR Analyst to ensure accuracy, appropriateness and compliance of invoices.
  • Creates and facilitates training to all employees on vendor partners’ tools/resources to increase employee engagement and education in order to maximize the value of Paychex’ corporate retirement & financial wellbeing benefits/programs.
  • Maintains high level of awareness of vendor partner resources/tools; routinely inspects resources and tests tools to make recommendations to increase utilization among employees and their covered dependents. Including maximizing the value of Paychex retirement & financial well-being programs awareness & education.

Qualifications
  • Associate's Degree or equivalent work experience- Required
  • Strong MS Excel skills - Required 
  • Bachelor's Degree - Preferred
  • 3 years of experience in HR specifically Benefits & Well-being including strength in financial well-being.

Compensation
In the spirit of pay transparency, we are excited to share that the starting base pay range for this position is $21.10 - $35.30 per hour. Please keep in mind that this range is the base pay only and does not consider other components that make up the total rewards package for the position. If you are hired at Paychex, your overall compensation will be determined based on factors such as geographic location, skills, education, and/or experience which may result in total compensation outside of this range.
Live the Paychex Values
  • Act with uncompromising integrity.
  • Provide outstanding service and build trusted relationships.
  • Drive innovation in our products and services and continually improve our processes.
  • Work in partnership and support each other.
  • Be personally accountable and deliver on commitments.
  • Treat each other with respect and dignity.

  • What's in it for you?
    • We value your well-being: We provide over 21 comprehensive rewards, including medical coverage, virtual wellness classes, tuition reimbursement, 401(k) + employer match, adoption assistance, financial assistance, and much more.
    • We value your time: From paid time off to company holidays, culture days, and comprehensive work-life balance programs, we will ensure you have the flexibility you need to be your best.
    • We value your development: Our award-winning training and development programs empower our employees with ongoing learning opportunities to give you the building blocks to grow your career.
    • We value your perspective: Our company culture reflects the diversity of our employees. We want you to be you and your voice to be heard.
    • We value our communities: We offer paid time off for volunteerism and promote many company-wide and local initiatives that benefit organizations you care about.

    • Note: The benefits described apply to full-time employees. Benefits for part-time, contract, and intern roles may vary.

      Not sure if you meet every requirement?
      At Paychex, we know that great talent comes in many forms. If you're passionate about the role but don't check every box, we still encourage you to apply. You might be the right fit - either for this position or another opportunity with us.

      Paychex is an equal opportunity employer. We are committed to fostering a respectful and inclusive workplace where all individuals are treated fairly and evaluated based on their qualifications, experience, and merit. We comply with all applicable federal, state, and local laws prohibiting discrimination in employment.Qualifications:
      • Associate's Degree or equivalent work experience- Required
      • Strong MS Excel skills - Required 
      • Bachelor's Degree - Preferred
      • 3 years of experience in HR specifically Benefits & Well-being including strength in financial well-being.
      Education:UNAVAILABLEEmployment Type: FULL_TIME

    What Paychex employees say

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    About Paychex

    Sourced by ZipRecruiter

    Consult with America's businesses, leveraging Paychex key referral channels and partnerships to educate stakeholders on our services, and provide consultative solutions to increase market share and drive revenue.

    Industry

    Human resources consulting services

    Company size

    10,000+ Employees

    Headquarters location

    Rochester, NY, US

    Year founded

    1971

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