Tax Manager - High Net Worth
Responsibilities
- Overall successful completion of client engagements including compilations, tax compliance, preparation, research, correspondence and planning
- Manage trust and estate-related filings (Form 1041) and enact a consultative approach on topics impacting wealth planning, succession, and family tax strategy
- Create and execute advanced tax planning strategies related to income, investments, equity compensation, trusts, estates, wealth preservation, and closely held business interests
- Review and prepare clear and concise working papers
- Develop and execute advanced tax planning strategies related to income, investments, equity compensation, trusts, estates, wealth preservation, and closely held business interests
- 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 and sustain business relationships for the purpose of increasing the client base
- Aid clients with special projects
- 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
Requirements
- 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 tax software, Microsoft Office Suite
- Willingness to travel as required
Qualifications
- Ability and willingness to travel as required
Skills
Ability to develop and sustain business relationships for the purpose of increasing the client base
Benefits
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. The Firm is committed to fostering and managing diversity in the workplace as an integral part of its practice and service to clients.
The Firm values the rich variety of perspectives and experiences offered by those of different backgrounds.
This diversity strengthens our institution and enables it to better respond to our clients’ needs in an increasingly global profession.
Pay
Salary range is between $80,000 and $100,000
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, 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
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. The Firm is committed to fostering and managing diversity in the workplace as an integral part of its practice and service to clients.
The Firm values the rich variety of perspectives and experiences offered by those of different backgrounds.
This diversity strengthens our institution and enables it to better respond to our clients’ needs in an increasingly global profession.
In the fast-changing accounting industry, The Bonadio Group is always on the cutting edge of growth and innovation.
With our great mentoring and training programs, you’ll be exposed to diversity of work, the ability to tackle more interesting issues, and have a path to Partnership.
You’ll be working with great people and great clients where you can truly make a difference.