Tax Manager - High Net Worth

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

Job summary

The Bonadio Group in Rochester, NY is seeking a Tax Manager to lead engagements for High Net Worth clients. You will guide a team to deliver accurate tax planning, compliance, and research with a focus on wealth strategies and family tax planning.

Join a firm that emphasizes work/life balance and provides mentoring, growth opportunities, and collaboration across tax specialists. Candidates with CPA or EA and 5+ years of CPA firm experience are encouraged to apply.

Qualifications

• Bachelor's degree in accounting required.
• CPA or EA certification required.
• Minimum five years of CPA firm experience.
• Ability to develop and sustain client relationships.
• Proficiency with tax software and Microsoft Office.

Responsibilities

• Oversee compilations, tax compliance, preparation, research, and planning for engagements.
• Manage trust and estate filings (Form 1041) and wealth planning topics.
• Create and execute advanced tax planning strategies.
• Review and prepare clear working papers.
• Analyze diverse issues and current business trends.
• Develop relationships with internal and external clients.
• Assist clients with special projects.
• Deliver projects on time and within budget.
• Manage, mentor, and develop staff with oversight.

Skills

Client relationship development

Tax software proficiency

MS Office

Travel willingness

Education

Bachelor's degree in accounting

Tools

Tax software

Microsoft Office Suite

Job description

Overview

We have tremendous opportunities for a

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 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.

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