Principal Accountant, High Net Worth

The Bonadio Group; North Bailey (NY); Presencial; USD 90.000 - 120.000; Jornada completa

Descripción de la vacante

The Bonadio Group is seeking a Principal Accountant to lead engagement teams servicing high net worth clients and to build strong client relationships. You will oversee tax compliance, planning, and working papers, and mentor staff to ensure quality and growth of our Small Business Advisory practice.

Ideal candidates hold a Bachelor’s in accounting with CPA or EA certification, 7+ years of CPA firm experience, and are willing to travel to serve our clients.

Formación

• Bachelor’s degree in accounting; CPA or EA certification.
• 7+ years of CPA firm experience.
• Ability to mentor and lead teams.
• Develop and sustain client relationships to grow the firm.
• Proficiency with MS Office including Teams and Outlook.
• Willingness to travel as needed.

Responsabilidades

• Develop and manage client relationships and identify new business opportunities.
• Lead engagement teams to service high net worth clients.
• Tax compliance, research, planning and preparation of working papers.
• Deliver projects on time and within budget; client satisfaction.
• Mentor staff and provide evaluative feedback.
• Cross-sell services and assist with business development.

Conocimientos

CPA certification

Mentoring leadership

Business development

MS Office (Teams/Outlook)

Travel willingness

Educación

Bachelor's degree in accounting

Herramientas

Microsoft Office Suite

Teams

Outlook

Descripción del empleo

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 developmentWork with an engagement to team to successfully service high net worth clients across a broad spectrum of businessTax compliance, research, correspondence and planningDevelop an understanding of our client’s business needsReview and prepare clear and concise working papersWork 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 clientsAssist with development and retention of clients, including the ability to cross-sell servicesAssist clients with special projects such as budgeting and cash flow projections, tax planning and sales taxDeliver projects/engagements on time, within budget and to client's satisfactionLead, train, and mentor staff inclusive of oversight on client engagements and providing evaluative feedbackRequired Qualifications:A minimum of a bachelor's degree in accountingCPA certification or EA certificationA minimum of seven years of relevant recent CPA firm experienceProven ability to provide mentoring and leadership to teamProven ability to develop and sustain business relationships for the purpose of increasing the firms client baseProficiency with Microsoft Office Suite inclusive of Teams and OutlookWillingness and ability to travel as neededThe 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 FridayOur 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 needsWe 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]/AA Disability/Veteran