The Bonadio Group

Manager, Tax-based Small Business Advisory, SBA

The Bonadio Group$80K — $100K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in accounting required
  • CPA or EA certification mandatory
  • Minimum five years of experience in a CPA firm
  • Strong business relationship development skills
  • Proficiency in Microsoft Office Suite, including Teams and Outlook
  • Willingness to travel as necessary

Responsibilities

  • Complete client engagements including compilations and tax compliance
  • Understand client businesses and their industry dynamics
  • Prepare and review detailed working papers
  • Analyze diverse situations requiring comprehensive evaluation
  • Build relationships with clients and internal teams
  • Support client development and retention efforts
  • Assist clients with special projects like budgeting and tax planning
  • Ensure projects are delivered on time and within budget
  • Mentor and develop staff, offering feedback and oversight

Benefits

  • Flexible work hours including summer hours and Flex Fridays
  • Opportunity for career development and mentorship
  • Engagement with a tax-based Small Business Advisory team
  • Variety of client projects including tax planning and business analysis
  • A supportive environment encouraging relationship building
Full Job Description
Overview:

We have tremendous opportunities for a Manager Accountant to play a key role on our tax-based Small Business Advisory (SBA) team. 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.

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


Required Qualifications:
  • A minimum of a bachelor's degree in accounting
  • CPA or EA certification
  • A minimum of five years of relevant CPA firm experience
  • Ability to develop and sustain business relationships for the purpose of increasing the client base
  • Proficiency with Microsoft Office Suite including Teams and Outlook
  • Ability and willingness to travel as required


The salary range for this position is between $80,000 and $100,000.

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


About The Bonadio Group

The Bonadio Group is a group of companies providing accounting, tax, and consulting services to clients in various industries. The company was founded in 1978 and is headquartered in Pittsford, New York. The Bonadio Group has over 1200 employees and serves clients in the Northeastern United States. The company has been recognized as one of the best accounting firms to work for by Accounting Today and has received numerous other awards for its services.
Learn more about The Bonadio Group
Size
1,200 employees
Industry
Founded
1978

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