Tax Principal for Small Business Advisory

Bonadio; United States; Hybrid; USD 120,000 - 180,000; Full time

Job summary

The Bonadio Group is seeking a Tax Principal to lead our Small Business Advisory (SBA) team in a hybrid role serving clients around Wilmington, DE, Philadelphia, southern New Jersey, Baltimore and northern Maryland. You will drive client engagements, mentor staff, and collaborate with cross‑functional teams to deliver timely, high‑quality tax services.

This position emphasizes work/life balance, growth, and relationship development, with travel as needed.

Qualifications

• 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.

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.
• Deliverprojects/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.

Skills

Client relationships

Mentoring

Leadership

Tax planning

Communication

Microsoft Office

Travel

Education

Bachelor's degree in accounting

Tools

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 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
• Deliverprojects/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 5:00 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 peopleandto fostering and managing diversity in the workplace as an integral part ofourpractice and service to clients.Our firm valuesthe 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,Bonadiois always on the cutting edge of growth and innovation. With our great mentoring and training programs, you’ll be exposed toa varietyof work,havethe ability tohelp clients succeed, andbe able to pave your own path forward.

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].

EOE/AA Disability/Veteran