Apply on Employer Site

The Bonadio Group · 4 days ago

Manager, Tax-based Small Business Advisory, SBA

Albany, NY

Full-time

Onsite

Mid, Senior Level

$80K/yr - $100K/yr

5+ years exp

The Bonadio Group is a leading firm in the accounting industry, seeking a Manager Accountant for their tax-based Small Business Advisory team. This role involves managing client engagements, developing business relationships, and mentoring staff while ensuring timely and accurate service delivery.

AccountingConsultingFinancial Services

Responsibilities

Overall successful completion of client engagements including compilations, tax compliance, preparation, research, correspondence and planning

Develop an understanding of a 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 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

Manage, mentor, and develop staff inclusive of oversight on client engagements and providing evaluative feedback