Principal- Tax Small Business Advisory (SBA) jobs in United States
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The Bonadio Group · 2 weeks ago

Principal- Tax Small Business Advisory (SBA)

positionDelaware, United States
timeFull-time
remoteOnsite
senioritySenior Level, Lead/Staff
date7+ years exp

The Bonadio Group is a leading firm in the accounting industry, and they are seeking a Tax Principal to join their Small Business Advisory team. This role involves developing client relationships, managing tax compliance and planning, and mentoring staff while contributing to the overall success of client engagements.

AccountingConsultingFinancial Services

Responsibilities

Be responsible for developing and managing client relationships and to identify new business opportunities contributing to growth and development
Work with an engagement team to successfully service clients in multiple industries
Overall successful completion of client engagements:
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, cash flow projections and tax planning
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

Qualification

CPA certificationTax complianceClient relationship managementMicrosoft Office SuiteMentoringLeadershipBusiness developmentCommunication skillsTeam collaboration

Required

A minimum of a bachelor's degree in accounting/related
CPA 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 firm's client base
Proficiency with Microsoft Office Suite inclusive of Teams and Outlook
Willingness and ability to travel as needed

Company

The Bonadio Group

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The Bonadio Group provides a complete range of financial and consulting services — from auditing and tax, to multidimensional accounting.
dateFounded in 1978
location
Pittsford, New York, USA
people-size1001-5000 employees
web-link
https://www.bonadio.com/

Funding

Current Stage
Late Stage

Leadership Team

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Bruce Zicari
Managing Partner/CEO
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Thomas Bonadio
Founder, Senior Counsel
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