Tax Manager - High Net Worth

Bonadio Group; City of Albany (NY); On-site; USD 80,000 - 100,000; Full time

Job summary

The Bonadio Group is seeking a Tax Manager focused on High Net Worth clients in Albany and upstate New York. Lead engagements from planning through delivery, with expertise in trusts, estates and wealth strategies.

We value work-life balance and provide mentorship, cross-office collaboration, and opportunities for growth toward leadership. Experience in CPA firms and strong communication are essential.

Qualifications

• Bachelor's degree in accounting is required.
• CPA or EA certification is required.
• Minimum of five years of CPA firm experience.
• Proficiency with tax software and Microsoft Office required.
• Ability and willingness to travel as needed.

Responsibilities

• Oversee completion of engagements including compilations, tax compliance, preparation, research, and planning.
• Manage trust and estate filings (Form 1041) and advise on wealth planning and family tax strategy.
• Develop advanced tax planning strategies related to income, investments, trusts, estates, and closely held businesses.
• Review and prepare working papers clearly and concisely.
• Mentor staff and ensure engagements are delivered on time and within budget.

Skills

CPA/EA certification

Tax software proficiency

Microsoft Office

Business development

Travel readiness

Education

Bachelor's degree in accounting

Tools

Tax software

Microsoft Office

Job description

## Tax Manager - High Net WorthApplylocations: Albany, NY: East Aurora, NY: Buffalo, NY: Rochester, NY: Syracuse, NYtime type: Full timeposted on: Posted Todayjob requisition id: 20260207**Overview**We have tremendous opportunities for a **Tax Manager** to play a key role working with our **High Net Worth** clients. 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 planning* Responsible 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 papers* Work on issues of diverse scope where analysis of 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 clients with special projects* Deliver projects/engagements on time, within budget and to client's satisfaction* Manage, mentor, and develop staff inclusive of oversight on client engagements and providing evaluative feedback**Required qualifications:*** A minimum of a bachelor's degree in accounting* CPA or EA certification* A minimum of five years of relevant CPA firm experience* Ability to develop and sustain business relationships for the purpose of increasing the client base* Proficiency with tax software, Microsoft Office Suite* Ability and willingness to travel as required* Salary range is between $80,000 and $100,000**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, and from 8:00 a.m. until 12:00 p.m. on Friday* We 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]**.***EOE/AA Disability/Veteran**