Proficient in Microsoft Office Suite (Teams, Outlook)
Willingness and ability to travel as necessary
Responsibilities
Ensure successful completion of client engagements including tax submissions and planning
Understand client's business and industry nuances
Prepare clear and structured working papers
Analyze diverse issues and current business trends
Build effective relationships with clients and colleagues
Support client development and retention, including cross-selling
Assist clients with special projects like budgeting and tax planning
Deliver projects on time and to client satisfaction
Mentor and develop staff while overseeing client engagements
Benefits
Emphasis on work/life balance
Flexible summer scheduling available
Regular office hours with peak-time flexibility
Opportunity for career development and mentorship
Full Job Description
Overview:
We have tremendous opportunities for a Tax Manager 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. Come join an organization that focuses on work/life balance for all of our employees!
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.
