Private Wealth Manager

Bonadio Group; City of Rochester (NY); Hybrid; USD 125,000 - 175,000; Full time

Job summary

The Bonadio Group seeks an experienced Private Wealth Tax Manager in Rochester, NY to lead complex compliance engagements for high-net-worth individuals, families, and family offices. You will coordinate services for trusts, estates, and related entities while driving proactive planning and client satisfaction.

Role requires CPA/JD/EA with at least five years of public accounting tax experience, strong technical knowledge of fiduciary, estate, and multistate matters, and proficiency with tax

Qualifications

• Strong technical knowledge of individual taxation and multistate matters.
• Experience with fiduciary income, estate, and gift tax preferred.
• Experience supervising staff and mentoring professionals.

Responsibilities

• Manage and review complex individual and partnership tax returns.
• Provide proactive tax planning and consulting to high-net-worth clients.
• Coordinate with attorneys, financial advisors, and family office personnel.
• Oversee engagement scope, budgets, staffing, workflow, and billing.
• Coach staff and review work for technical accuracy.

Skills

Tax research

Analytical thinking

Project management

Communication skills

Staff supervision

Mentoring

Education

Bachelor's degree in taxation, accounting, or related field

CPA license

JD

Enrolled Agent (EA)

Tools

Tax software

Microsoft Office

Job description

Overview:The Bonadio Group is seeking an experienced tax professional to join our Private Wealth Tax Services team. This role will serve high-net-worth and ultra-high-net-worth individuals, multi-generational families, family offices, trusts, estates, and related investment entities. The Private Wealth Manager will lead complex compliance engagements, provide proactive planning and consulting, develop team members, and help strengthen the day-to-day delivery capacity needed to support the Firm's growing private wealth client base.Responsibilities:Manage and review complex individual, partnership, and related tax returns.Provide proactive tax planning, consulting, and compliance services to high-net-worth and ultra-high-net-worth clients and their related entities.Coordinate integrated service for individuals, trusts, estates, family investment entities, closely held businesses, and family office structures.Analyze complex investment structures, partnership K-1s, alternative investments, and multistate filing obligations.Identify, research, and resolve technical tax issues and communicate practical recommendations clearly to clients and advisors.Coordinate with attorneys, financial advisors, trust professionals, family office personnel, and other trusted advisors.Manage engagement scope, budgets, staffing, workflow, billing, risk considerations, and filing deadlines.Review work prepared by staff and seniors and provide coaching, technical guidance, and career development support.Assist clients with tax notices, examinations, and correspondence from taxing authorities.Identify opportunities to improve processes, leverage technology, and enhance the client and team experience.Required Qualifications:A minimum bachelor's degree in taxation, accounting, law, or a related fieldAn active CPA license, JD, or EAA minimum of five years of public accounting or equivalent tax experienceExperience serving high-net-worth individuals, families, family offices, family investment entities, or closely held businessesStrong technical knowledge of individual taxation and experience with partnership and multistate tax mattersStrong tax research, analytical, project management, and communication skillsExperience supervising and mentoring professional staffAbility to manage multiple priorities and deadlines in a collaborative, fast-paced environmentProficiency with tax software and Microsoft Office applicationsPreferred Qualifications:Experience managing and reviewing fiduciary income, gift, and estate tax compliance engagements.Experience with private foundations, charitable planning, or international individual reporting mattersKnowledge of trust structures, estate administration, wealth-transfer planning, and other applicable tax matters.The salary range for this position is between $125,000 and $175,000 and is commensurate with experience.Hours of Operation:Our standard 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 an inclusive work environment allows all of our people to achieve their greatest potential and deliver the greatest results for our clients and communities. The Bonadio Group is committed to 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.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 and approval to submit candidates from the Talent Management team.All communications from The Bonadio Group regarding recruitment and hiring will come from an @bonadio.com email address. Our process includes a discussion with our Talent Management team. If you have any questions or concerns, please contact us via e-mail at: [e-mail]/AA Disability/Veteran