Principal Accountant, Small Business Advisory

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
• Tax compliance, research, correspondence and planning
• 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
• Aid in the 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
• Lead, train, and mentor staff inclusive of oversight on client engagements and providing evaluative feedback

Qualifications

• 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, and from 8:00 a.m. until 12:00 p.m. on Friday. We pride ourselves on our flexibility; however, the ability to work additional hours will be needed at peak times.

Pay

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

Schedule

The schedule for this position is Monday through Friday, with occasional evening and weekend work as needed.

Benefits

We offer a comprehensive benefits package which includes:

• Health insurance
• Dental insurance
• Vision insurance
• Paid time off
• Flexible spending accounts
• Retirement savings plan
• Professional development opportunities

Skills

Strong analytical skills, excellent communication and interpersonal skills, and the ability to work independently and as part of a team are essential.

Benefits

We offer a competitive compensation package, professional development opportunities, and a supportive work environment.

Company Information

The Bonadio Group is an Equal Opportunity Employer and is committed to creating a diverse and inclusive workplace. We value the contributions of all individuals and are dedicated to fostering an environment where everyone feels valued and respected.