Principal Accountant – High Net Worth Advisory Leader

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

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.