Tax Principal for Small Business Advisory

The Bonadio Group; Delaware; Hybrid; USD 130.000 - 190.000; Vollzeit

Zusammenfassung

The Bonadio Group is seeking a Tax Principal to lead the Small Business Advisory (SBA) team on a hybrid schedule in the Wilmington, DE area, including nearby regions. You will develop client relationships, drive cross-sell opportunities, supervise engagements, and mentor staff to deliver timely, accurate client solutions.

The ideal candidate has a CPA or EA certification with at least seven years of CPA firm experience, and a proven ability to lead teams and grow the client base.

Qualifikationen

• Bachelor's degree in accounting; CPA or EA certification preferred.
• Minimum seven years of relevant CPA firm experience.
• Proven mentoring and leadership abilities.
• Ability to develop and sustain client relationships to grow the firm’s base.
• Proficiency with Microsoft Office Suite (Teams and Outlook).
• Willingness to travel as needed.

Aufgaben

• Develop and manage client relationships and identify new business opportunities.
• Collaborate with engagement teams to service clients across multiple industries.
• Perform tax compliance, research, correspondence and planning.
• Understand client business and industry specifics.
• Review and prepare clear working papers.
• Analyze situations with consideration of diverse business factors.

Kenntnisse

Mentoring & leadership

Business development

Client relationship building

MS Office proficiency (Teams & Outlook

Travel readiness

Ausbildung

Bachelor's degree in accounting

CPA or EA certification

Tools

Microsoft Office Suite

Jobbeschreibung

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 development
• Work with an engagement to team to successfully service clients in multiple industries
• Tax compliance, research, correspondence and planning
• Develop an understanding of our client’s business and aspects of their industry.
• Review and prepare clear and concise working papers
• Work 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 clients
• Assist with development and retention of clients, including the ability to cross-sell services
• Assist clients with special projects such as budgeting and cash flow projections, tax planning and sales tax
• Deliver projects/engagements on time, within budget and to client's satisfaction
• Lead, train, and mentor staff inclusive of oversight on client engagements and providing evaluative feedback

Required Qualifications

• A minimum of a bachelor's degree in accounting CPA certification or EA certification
• A minimum of seven years of relevant recent CPA firm experience
• Proven ability to provide mentoring and leadership to team
• Proven ability to develop and sustain business relationships for the purpose of increasing the firms client base
• Proficiency with Microsoft Office Suite inclusive of Teams and Outlook
• Willingness and ability to travel as needed

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 5:0 p.m. Monday through Thursday, with Flex Friday scheduling available in accordance with firm policy and business needs
• 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 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.

If you have any questions or concerns, please contact us immediately at [phone] or [e-mail].

EOE/AA Disability/Veteran At TBG, our unwavering goal is always To Be Greater—for our clients, communities, and colleagues. Our next-level accounting, advisory & consulting, and enterprise teammates help unlock the full potential of those we work with. Our talented team of experts, each specializing in various industries, go above and beyond to deliver the perfect solution for every client.