Tax Manager - High Net Worth

The Bonadio Group; Brookmeade (DE); Hybrid; USD 110,000 - 150,000; Full time

Job summary

The Bonadio Group is seeking a Tax Manager to lead high net worth engagements with a hybrid work arrangement. The role emphasizes tax planning, trust and estate work (Form 1041), and strategic wealth management for affluent clients in a flexible environment.

Ideal candidates hold CPA or EA credentials, with at least five years in a CPA firm and a proven ability to grow client relationships. Travel may be required, and compensation reflects market standards.

Qualifications

• Bachelor's degree in accounting.
• CPA or EA certification.
• Minimum five years of CPA firm experience.
• Ability to develop and sustain client relationships.

Responsibilities

• Complete client engagements including compilations, tax compliance, preparation, research, and planning.
• Manage trust and estate filings (Form 1041) and wealth planning topics.
• Create and execute advanced tax planning strategies for income, investments, trusts, estates, and wealth preservation.
• Review and prepare working papers.
• Develop relationships with internal and external clients.
• Assist clients with special projects.
• Deliver projects on time and within budget.
• Manage, mentor, and develop staff.

Skills

Tax planning

Client relationships

Mentoring staff

CPA/EA

Tax software

Microsoft Office

Education

Bachelor's degree in Accounting

CPA or EA certification

Tools

Tax software

Microsoft Office Suite

Job description

OverviewWe have tremendous opportunities for a Tax Manager to play a key role working with our High Net Worth clients. This is a hybrid role with flexibility to accommodate your success with The Bonadio Group. Candidates in and around Maryland, DC, Pennsylvania, and New Jersey are encouraged to apply. As a highly valued member of our Firm, you will work closely with the 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:Overall successful completion of client engagements including compilations, tax compliance, preparation, research, correspondence and planningResponsible for managing trust and estate-related filings (Form 1041) and enacting a consultative approach on topics impacting wealth planning, succession, and family tax strategy.Create and execute advanced tax planning strategies related to income, investments, equity compensation, trusts, estates, wealth preservation, and closely held business interests.Review and prepare clear and concise working papersWork on issues of diverse scope where analysis of situation or data requires evaluation of a variety of factors, including an understanding of current business trendsDevelop effective working relationships with internal and external clients\\Assist clients with special projectsDeliver projects/engagements on time, within budget and to client's satisfactionManage, mentor, and develop staff inclusive of oversight on client engagements and providing evaluative feedbackRequired qualifications:A minimum of a bachelor's degree in accountingCPA or EA certificationA minimum of five years of relevant CPA firm experienceAbility to develop and sustain business relationships for the purpose of increasing the client baseProficiency with tax software, Microsoft Office SuiteAbility and willingness to travel as requiredHours 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, and from 8:00 a.m. until 12:00 p.m. on FridayWe 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. The Firm is committed to fostering and managing diversity in the workplace as an integral part of its practice and service to clients. The 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, The Bonadio Group is always on the cutting edge of growth and innovation. With our great mentoring and training programs, you’ll be exposed to diversity of work, the ability to tackle more interesting issues, and have a path to Partnership. You’ll be working with great people and great clients where you can truly make a difference. Apply online, get on board, and grow with us. You’ll be glad you did!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