Tax Manager — Wealth & Estate Planning

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

Job summary

The Bonadio Group is seeking a Tax Manager to play a key role with High Net Worth clients. You will work with our team to deliver timely, accurate tax engagements and provide strategic planning guidance. The firm emphasizes work/life balance and professional development within a collaborative environment.

Responsibilities include supervising engagements, mentoring staff, and building strong client relationships while delivering high-quality tax planning and compliance for complex wealth needs.

Qualifications

• Bachelor's degree in accounting required.
• CPA or EA certification.
• Minimum of five years of CPA firm experience.
• Ability to develop and sustain client relationships to grow the business.
• Proficiency with tax software and Microsoft Office.
• Willingness to travel as required.
• Salary range is $80,000–$100,000.

Responsibilities

• Oversee the successful completion of client engagements including compilations, tax compliance, preparation, research, correspondence and planning.
• Manage trust and estate-related filings (Form 1041) and advise on wealth planning and tax strategy.
• Create and execute advanced tax planning strategies related to income, investments, trusts, estates, and wealth preservation.
• Review and prepare clear working papers.
• Develop relationships with internal and external clients.
• Assist clients with special projects and deliver engagements on time and within budget.
• Mentor and develop staff with oversight on engagements and feedback.

Skills

Client relationship management

Leadership / mentoring

Communication

Business development

Travel readiness

Education

Bachelor's degree in accounting

CPA or EA certification

Tools

Tax software

Microsoft Office Suite

Job description

The Bonadio Group is seeking a Tax Manager to play a key role with High Net Worth clients. You will work with our team to deliver timely, accurate tax engagements and provide strategic planning guidance. The firm emphasizes work/life balance and professional development within a collaborative environment.

Responsibilities include supervising engagements, mentoring staff, and building strong client relationships while delivering high-quality tax planning and compliance for complex wealth needs.