Tax Manager – High Net Worth & Wealth Planning

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

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.