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Income Research Management Jobs in Rochester, NY

... research, correspondence and planning * Responsible for managing trust and estate-related filings ... Create and execute advanced tax planning strategies related to income, investments, equity ...

Finance Specialist

Rochester, NY · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Perform ad hoc research as necessary and prepare comprehensive evaluations, proposals, and ... Coordinate scheduling, management report requests, and other data requests for internal and ...

Finance Specialist

Rochester, NY · On-site +1

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Perform ad hoc research as necessary and prepare comprehensive evaluations, proposals, and ... Coordinate scheduling, management report requests, and other data requests for internal and ...

Showing results 21-40

Income Research Management information

See Rochester, NY salary details

$49.3K

$97.3K

$171.2K

How much do income research management jobs pay per year?

As of Aug 13, 2026, the average yearly pay for income research management in Rochester, NY is $97,255.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,000.00 and $113,000.00 per year, depending on experience, location, and employer.

What is the difference between Income Research Management vs Income Analyst?

AspectIncome Research ManagementIncome Analyst
ResponsibilitiesOversees income research projects, manages teams, develops strategies for income data analysisAnalyzes income data, prepares reports, supports research activities
Required SkillsLeadership, project management, advanced analytical skillsData analysis, reporting, proficiency in financial tools
CertificationsOften requires relevant finance or research certificationsTypically requires finance or accounting certifications
Work EnvironmentOffice-based, team management, strategic planningOffice or remote, focused on data analysis and reporting

Income Research Management roles focus on overseeing income research projects and managing teams, while Income Analysts primarily analyze income data and prepare reports. Both roles require analytical skills and relevant certifications, but the management position involves leadership and strategic planning, whereas the analyst role is more data-focused.

What job categories do people searching Income Research Management jobs in Rochester, NY look for? The top searched job categories for Income Research Management jobs in Rochester, NY are:
What cities near Rochester, NY are hiring for Income Research Management jobs? Cities near Rochester, NY with the most Income Research Management job openings:

Tax Manager - High Net Worth

Bonadio

Rochester, NY • On-site

$80K - $100K/yr

Full-time

Posted 17 days ago


Job description

Overview

We have tremendous opportunities for a Tax Manager to play a key role working with our High Net Worth clients. As a highly valued member of our Firm, you will work closely with the team to provide timely, accurate, and reliable completion of client engagements.Come join an organization that focuses on work/life balance for all of our employees!

Responsibilities:

  • Overall successful completion of client engagements including compilations, tax compliance, preparation, research, correspondence and planning
  • Responsible for managing trust and estate-related filings (Form 1041) and enacting a consultative approach on topics impacting wealth planning, succession, and family tax strategy.
  • Create and execute advanced tax planning strategies related to income, investments, equity compensation, trusts, estates, wealth preservation, and closely held business interests.
  • Review and prepare clear and concise working papers
  • Work on issues of diverse scope where analysis of situation or data requires evaluation of a variety of factors, including an understanding of current business trends
  • Develop effective working relationships with internal and external clients\
  • Assist clients with special projects
  • Deliverprojects/engagements on time, within budget and to client's satisfaction
  • Manage, mentor, and develop staff inclusive of oversight on client engagements and providing evaluative feedback


Required qualifications:

  • A minimum of a bachelor's degree in accounting
  • CPA or EA certification
  • A minimum of five years of relevant CPA firm experience
  • Ability to develop and sustain business relationships for the purpose of increasing the client base
  • Proficiency with tax software, Microsoft Office Suite
  • Ability and willingness to travel as required
  • Salary range is between $80,000 and $100,000

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!

All communications from The Bonadio Group regarding recruitment and hiring will come from an@bonadio.comemail 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 orcareers@bonadio.com.

EOE/AA Disability/Veteran