Principal Accountant, High Net Worth

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

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


• 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

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 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 peopleandto fostering and managing diversity in the workplace as an integral partofourpractice and service to clients.Our firm valuesthe 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,Bonadiois always on the cutting edge of growth and innovation. With our great mentoring and training programs, you’ll be exposed toa varietyof work,havethe ability tohelp clients succeed, andbe able to pave your own path forward.

EOE/AA Disability/Veteran