Joseph R. Greene, CPA

Joe grew up in Syracuse, NY, and earned a B.S. in Accounting from SUNY Geneseo in 2010, followed by an M.S. in Accountancy from the Simon Business School at the University of Rochester in 2012. After graduation, he began his career at a Big Four accounting firm, gaining extensive experience in tax and audit services for publicly traded and international companies.

Joe then transitioned to a Fortune 500 company, where he focused on tax strategy and financial planning & analysis (FP&A). In this role, he managed and reported on a corporate budget exceeding $500 million annually. With a passion for making a more direct impact, Joe later became the Director of FP&A at a high-growth company in Rochester, NY, where he contributed to strategic decision-making during a period of rapid change.

In 2024, Joe joined Evans and Bennett, bringing his broad expertise in tax, accounting, and financial management to serve small and medium-sized businesses and non-profits with a personal, client-focused approach.

Joe lives in Fairport with his wife and two young children.  Joe is a long-tenured season ticket holder for the Syracuse Orange football team and enjoys golf and pickleball.

Professional Affiliations

  • Rochester Chapter President-Elect - New York State Society of CPAs (NYCPA)

  • SUNY Geneseo Business Advisory Council – Western NY Chapter

  • Member of the American Institute of Certified Public Accountants (AICPA)

Licenses & Accreditations

  • Certified Public Accountant – New York State

  • Wine & Spirit Education Trust – Level II Certified

Education

  • SUNY Geneseo, B.S. Accounting

  • Simon School of Business at the University of Rochester, M.S. Accountancy