Manager, Tax for Small Business Advisory (SBA)

The Bonadio Group; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

The Bonadio Group is seeking a Manager for their Tax for Small Business Advisory team. This role involves managing client engagements, tax compliance, and developing strong client relationships. The ideal candidate will have a Bachelor's degree, CPA certification, and at least five years of experience in a CPA firm. Join a team that values diversity and offers growth opportunities.

Qualifications

• At least five years of relevant CPA firm experience.
• Ability to develop and maintain business relationships.
• Willingness to travel locally as needed.

Responsibilities

• Complete client engagements including tax compliance and planning.
• Develop effective relationships with internal and external clients.
• Manage, mentor, and develop staff overseeing client engagements.

Skills

Client Relationship Management

Tax Compliance

Research

Tax Planning

Analytical Skills

Education

Bachelor's degree in accounting or related field

CPA or EA certification

Tools

Microsoft Office Suite

Job description

Manager, Tax for Small Business Advisory (SBA)

Join to apply for the Manager, Tax for Small Business Advisory (SBA) role at The Bonadio Group.

Overview

We have a tremendous opportunity for a Tax Manager to play a key role on our Small Business Advisory (SBA) team in Wilmington, Delaware. The Small Business Advisory team primarily works with small businesses, adding value as an integral part of their internal accounting team.

As part of our talented team of accountants, you will contribute to the successful completion of client engagements. At The Bonadio Group, we pride ourselves on developing professionals who continually learn, develop, and grow into trusted advisors. You will build strong relationships with clients, work in diverse environments, and help develop strategies to service their business needs.

Responsibilities

• Complete client engagements successfully, including tax compliance, research, correspondence, and tax planning.
• Understand clients’ businesses and industries.
• Review and prepare clear working papers.
• Analyze diverse issues, considering current business trends.
• Develop effective relationships with internal and external clients.
• Assist in client development and retention, including cross-selling services.
• Support clients with projects like budgeting, cash flow projections, tax planning, and sales tax.
• Deliver projects on time, within budget, and meet client satisfaction.
• Manage, mentor, and develop staff, overseeing client engagements and providing feedback.

Required Qualifications

• Bachelor's degree in accounting or related field.
• CPA or EA certification.
• At least five years of relevant CPA firm experience.
• Ability to develop and maintain business relationships to grow the client base.
• Proficiency with Microsoft Office Suite, including Teams and Outlook.
• Willingness to travel locally as needed.

Hours of Operation

• Office hours are 8:00 a.m. to 5:00 p.m., Monday through Friday.
• Summer hours: 8:00 a.m. to 5:00 p.m., Monday through Thursday, and 8:00 a.m. to 12:00 p.m. on Friday.
• Flexibility is valued; additional hours may be required during peak times.

We are committed to an inclusive work environment, fostering diversity and equal opportunity. Our growth and innovation are driven by our diverse perspectives. Join us to work with great people and clients, make a difference, and grow your career. Apply online and get on board with us!

The Bonadio Group does not accept unsolicited resumes from third-party recruiters without a formal agreement. All communications will come from an @bonadio.com email address, and our process includes a discussion with our Talent Management team. For questions, contact us at [phone] or [e-mail].

EOE/AA Disability/Veteran