Principal Accountant, High Net Worth

Bonadio Group; Buffalo (NY); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Flexible working hours

Mentoring and training programs

Job summary

The Bonadio Group is seeking a Principal Accountant in Buffalo, NY to join their Small Business Advisory team focusing on High Net Worth clientele. This role involves developing client relationships, tax compliance, and project management.

With a commitment to work-life balance, they offer a supportive environment for professional growth and training. The ideal candidate holds a Bachelor's degree in accounting, has CPA or EA certification, and extensive CPA firm experience.

Qualifications

• Minimum seven years of relevant CPA firm experience.
• Proven ability to develop and sustain business relationships.
• Willingness to travel as needed.

Responsibilities

• Develop and manage client relationships to identify new business opportunities.
• Tax compliance, research, correspondence, and planning.
• Deliver projects on time and within budget.

Skills

Client relationship management

Tax compliance and planning

Microsoft Office Suite

Mentoring and leadership

Education

Bachelor's degree in accounting

CPA certification or EA certification

Job description

## Principal Accountant, High Net WorthApplylocations: Buffalo, NYtime type: Full timeposted on: Posted 2 Days Agojob requisition id: 20260173**Overview:**We have tremendous opportunities for a Principal Accountant to play a key role on our Small Business Advisory (SBA) team with a focus on High Net Worth clientele. We have an opening for candidates residing in and around Buffalo, New York. 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:*** 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* Deliver projects/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**Required Qualifications:*** A minimum of a bachelor's degree in accounting* CPA certification or EA certification* A minimum of seven years of relevant recent CPA firm experience* Proven ability to provide mentoring and leadership to team* Proven ability to develop and sustain business relationships for the purpose of increasing the firms client base* Proficiency with Microsoft Office Suite inclusive of Teams and Outlook* Willingness and ability to travel as needed**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, with Flex Friday scheduling available in accordance with firm policy and business needs* We pride ourselves on our flexibility; however, the ability to work additional hours will be needed at peak timesAt 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 and to fostering and managing diversity in the workplace as an integral part of our practice and service to clients. Our 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, Bonadio is always on the cutting edge of growth and innovation. With our great mentoring and training programs, you’ll be exposed to a variety of work, have the ability to help clients succeed, and be able to pave your own path forward. Apply online, get on board, and grow with us. You’ll be glad you did!The Bonadio Group is unable to accept unsolicited resumes from third-party recruiters who do not have a written contractual agreement for a specific position along with approval to submit from the Talent Management team.*All communications from The Bonadio Group regarding recruitment and hiring will come from an **@bonadio.com** email address and our process includes a discussion with our Talent Management team. If you have any questions or concerns, please contact us immediately at [phone] or**[e-mail]**.***EOE/AA Disability/Veteran**