Principal Accountant, High Net Worth

The Bonadio Group; North Bailey (NY); On-site; USD 90,000 - 120,000; Full time

Job summary

The Bonadio Group in New York seeks a Principal Accountant to lead high net worth client engagements within our SBA practice, delivering timely, accurate work and mentoring staff.

You will focus on building client relationships, tax planning, budgeting, and cross-selling opportunities, with a commitment to work/life balance and flexible hours where possible. Travel may be required to serve clients and engagements.

Qualifications

• Bachelor’s degree in accounting or related field.
• CPA or EA certification.
• Minimum of seven years of CPA firm experience.

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

Skills

Mentoring & leadership

Client relationship management

Business development / cross-selling

Team supervision

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. 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

Salary and Office Hours

The salary range for this position is between $90,000-$120,000 and is commensurate with experience.

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.

Company Culture

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 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.

Diversity & Inclusion

EOE/AA Disability/Veteran