Manager, Tax

The Bonadio Group; Delaware; Hybrid; USD 90,000 - 140,000; Full time

Job summary

The Bonadio Group in Wilmington, Delaware, seeks a Tax Manager to join our Small Business Advisory (SBA) team on a hybrid, uniquely flexible work option. You will provide timely, accurate completion of client engagements, including tax compliance, planning and research for trusts, S-Corps, and 1040s.

As a senior member, you will mentor staff, build client relationships, and contribute to cross-selling services while maintaining work-life balance and a collaborative culture.

Qualifications

• Bachelor's degree in accounting required.
• CPA or EA certification required.
• Minimum five years of CPA firm experience.
• Ability to develop and sustain client relationships; travel regionally.

Responsibilities

• Oversee client engagements including compilations, tax compliance, preparation, and planning.
• Handle trusts, S-Corps, and 1040s work scope with accuracy.
• Understand client business and industry to tailor tax solutions.
• Review working papers and ensure clear documentation.
• Manage time, budget, and client satisfaction for engagements.
• Mentor staff and provide evaluative feedback on engagements.
• Assist with business development and cross-sell services.

Skills

Relationship building

Travel flexibility

Education

Bachelor's degree in accounting

CPA or EA certification

Tools

Tax software

Microsoft Office

Job description

Overview

We have tremendous opportunities for a Tax Manager to play a key role on our tax-based Small Business Advisory (SBA) team. This position is located in Wilmington, Delaware with a hybrid and uniquely flexible work option. As a highly valued member of our Firm, you will work closely with the SBA 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
• Scope of work will focus on (but not limited to) Trusts, S-Corps, 1040's
• Develop an understanding of a client’s business and aspects of their industry
• 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 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
• Deliver projects/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
• Tax software, Microsoft Suite proficiency
• Ability and willingness to travel in the region

Hours Of Operation:

• Our office hours are from 8:000 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.

EOE/AA Disability/Veteran