Lead Principal Accountant, High Net Worth Advisory

Bonadio; Buffalo (NY); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Work-life balance

Flexible hours

Mentoring program

Job summary

The Bonadio Group seeks a Principal Accountant to join the Small Business Advisory team in Buffalo, NY, focusing on High Net Worth clientele. Expect close collaboration with SBA to complete engagements accurately while maintaining a strong work/life balance culture.

Candidate must have CPA or EA credentials, 7+ years CPA firm experience, and demonstrated leadership. The firm emphasizes growth, flexible hours, and robust mentoring and training programs for staff development.

Qualifications

• Bachelor’s degree in accounting required.
• CPA or EA certification required.
• 7+ years of CPA firm experience.
• Proven ability to mentor and lead teams.
• Proven ability to develop and sustain client relationships.
• Proficiency with Microsoft Office Suite, including Teams and Outlook.
• Willingness to travel as needed.

Responsibilities

• Be responsible for developing and managing client relationships and to identify new business opportunities contributing to growth and development
• Work with an engagement to team to successfully service high net worth clients across a broad spectrum of business
• Tax compliance, research, correspondence and planning
• Develop an understanding of our client’s business needs
• Review and prepare clear and concise working papers
• Work on issues of diverse scope where analysis of a 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 with development and retention of clients, including the ability to cross-sell services
• Assist clients with special projects such as budgeting and cash flow projections, tax planning and sales tax
• Deliverprojects/engagements on time, within budget and to client’s satisfaction
• Lead, train, and mentor staff inclusive of oversight on client engagements and providing evaluative feedback

Skills

Leadership & mentoring

Client relationship development

Business development

Travel willingness

Education

Bachelor's degree in accounting

CPA certification

EA certification

Tools

Microsoft Office Suite (Teams & Outlook)

Job description

The Bonadio Group seeks a Principal Accountant to join the Small Business Advisory team in Buffalo, NY, focusing on High Net Worth clientele. Expect close collaboration with SBA to complete engagements accurately while maintaining a strong work/life balance culture.

Candidate must have CPA or EA credentials, 7+ years CPA firm experience, and demonstrated leadership. The firm emphasizes growth, flexible hours, and robust mentoring and training programs for staff development.