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Jobs · Accounting · New York

Principal Accountant, High Net Worth

The Bonadio Group · Buffalo, NY · 2 wk ago
AccountingFull-time

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 high net worth clients across a broad spectrum of businesses
  • Tax compliance, research, correspondence and planning
  • Review and prepare clear and concise working papers
  • Develop an understanding of our client’s business needs
  • Assist with development and retention of clients, including the ability to cross-sell services
  • Aid 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
  • Lead, train, and mentor staff inclusive of oversight on client engagements and providing evaluative feedback

Requirements

  • 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 firm's 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.

About The Role

We have tremendous opportunities for a Principal Accountant to play a key role on our Small Business Advisory (SBA) team with a focus on High Net Worth clientele. We have an opening for candidates residing in and around Buffalo, New York.

Benefits

We are committed to the principle of equal treatment and opportunity for all people and to fostering and managing diversity in the workplace as an integral part of our practice and service to clients.

Pay

The salary range for this position is $80,000 - $120,000 annually.

Schedule

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.

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 people and to fostering and managing diversity in the workplace as an integral part of our practice and service to clients.

In the fast-changing accounting industry, Bonadio is always on the cutting edge of growth and innovation.

With our great mentoring and training programs, you’ll be exposed to a variety of work, have the ability to help clients succeed, and be able to pave your own path forward.

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