Tax Principal for Small Business Advisory

The Bonadio Group; Brookmeade (DE); Hybrid; USD 120,000 - 160,000; Full time

Job summary

The Bonadio Group is seeking a Tax Principal to lead and grow our Small Business Advisory (SBA) team on a hybrid schedule in the Wilmington, DE area, with flexibility to include Philadelphia, southern New Jersey, Baltimore and northern Maryland. You will mentor staff, manage client engagements, and identify new business opportunities to drive growth and service quality.

Ideal candidates have a bachelor’s in accounting, CPA or EA certification, and at least seven years of CPA firm experience.

Qualifications

• Bachelor's degree in accounting required.
• CPA or EA certification required.
• Minimum seven years of relevant CPA firm experience.
• Proven ability to mentor and lead teams.
• Proven ability to develop and sustain business relationships to grow the firm's client base.
• Proficiency with Microsoft Office Suite including Teams and Outlook.

Responsibilities

• Develop and manage client relationships and identify new business opportunities.
• Lead and mentor staff on client engagements and provide evaluative feedback.
• Service clients across multiple industries with tax compliance, research, planning, and preparation.
• Review and prepare clear and concise working papers.
• Deliver projects on time and within budget to client satisfaction.
• Travel as needed to service clients and develop business.

Skills

Leadership

Business development

Client relationships

Communication

Team coordination

Education

Bachelor's degree in accounting

CPA or EA certification

Tools

Microsoft Teams

Microsoft Outlook

Microsoft Office Suite

Job description

Overview:We have tremendous opportunities for a Tax Principal to play a key role on our Small Business Advisory (SBA) team. This hybrid and flexible scheduled position will consider candidates residing in and around Wilmington, Delaware including Philadelphia, southern New Jersey, Baltimore and northern Maryland. As a highly valued member of our Firm, you will work closely with the SBA 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! Intent is for a post busy-season start date.Responsibilities:Be responsible for developing and managing client relationships and to identify new business opportunities contributing to growth and developmentWork with an engagement to team to successfully service clients in multiple industriesTax compliance, research, correspondence and planningDevelop an understanding of our client’s business and aspects of their industry.Review and prepare clear and concise working papersWork on issues of diverse scope where analysis of a 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 clientsAssist with development and retention of clients, including the ability to cross-sell servicesAssist clients with special projects such as budgeting and cash flow projections, tax planning and sales taxDeliver projects/engagements on time, within budget and to client's satisfactionLead, train, and mentor staff inclusive of oversight on client engagements and providing evaluative feedbackRequired Qualifications:A minimum of a bachelor's degree in accountingCPA certification or EA certificationA minimum of seven years of relevant recent CPA firm experienceProven ability to provide mentoring and leadership to teamProven ability to develop and sustain business relationships for the purpose of increasing the firms client baseProficiency with Microsoft Office Suite inclusive of Teams and OutlookWillingness and ability to travel as neededHours of Operation:Our office hours are from 8:00 a.m. until 5:00 p.m. Monday through FridayOur summer hours are from 8:00 a.m. until 5:00 p.m. Monday through Thursday, with Flex Friday scheduling available in accordance with firm policy and business needsWe 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 and to fostering and managing diversity in the workplace as an integral part of our practice and service to clients. Our 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, Bonadio is always on the cutting edge of growth and innovation. With our great mentoring and training programs, you’ll be exposed to a variety of work, have the ability to help clients succeed, and be able to pave your own path forward. Apply online, get on board, and grow with us. You’ll be glad you did!The Bonadio Group is unable to accept unsolicited resumes from third-party recruiters who do not have a written contractual agreement for a specific position along with approval to submit from the Talent Management team.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]/AA Disability/Veteran