Tax Manager - High Net Worth

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

Job summary

The Bonadio Group is seeking a Tax Manager to lead engagements for high net worth clients, delivering timely, accurate tax work. You will collaborate with team members to provide planning, compliance, and advisory services while maintaining a focus on work/life balance.

The role emphasizes trust and estate filings, sophisticated tax planning, and mentorship of staff to support client relationships and growth. Strong communication is essential.

Qualifications

• Bachelor's degree in accounting required.
• CPA or EA certification required.
• Five years of CPA firm experience preferred.
• Ability to develop and sustain client relationships to grow the client base.
• Proficiency with tax software and Microsoft Office Suite.
• Ability and willingness to travel as required.

Responsibilities

• Overall successful completion of client engagements including compilations, tax compliance, preparation, research, correspondence and planning
• Managing trust and estate-related filings (Form 1041) and advising on wealth planning 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 requiring evaluation of various factors and current business trends
• Develop effective working relationships with internal and external clients
• Assist clients with special projects
• Deliver engagements on time, within budget and to client’s satisfaction
• Manage, mentor, and develop staff with oversight on client engagements and feedback

Skills

Five years CPA firm experience

Business relationship development

Tax planning & compliance

Attention to detail

Education

Bachelor's degree in accounting

CPA or EA certification

Tools

Tax software

Microsoft Office Suite

Job description

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
• Deliverprojects/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 times

At 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.

EOE/AA Disability/Veteran

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].