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Full-time
bachelor degree, professional certificate
Work/Life Balance, Flex Friday Scheduling, Mentoring and Training Programs
Posted 2d ago
~40 hrs/week
Responsibilities
Manage client relationships and provide tax compliance, research, and planning for high net worth individuals. Lead and mentor staff while delivering engagements on time and within budget.
Requirements
Requires a bachelor's degree in accounting and a CPA or EA certification. Candidates must have at least seven years of recent CPA firm experience and proven leadership abilities.
Full job description
Overview:
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. 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:
Be responsible for developing and managing client relationships and to identify new business opportunities contributing to growth and development
Work with an engagement to team to successfully service high net worth clients across a broad spectrum of business
Tax compliance, research, correspondence and planning
Develop an understanding of our client’s business needs
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
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
Lead, train, and mentor staff inclusive of oversight on client engagements and providing evaluative feedback
Required 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 firms client base
Proficiency with Microsoft Office Suite inclusive of Teams and Outlook
Willingness and ability to travel as needed
The salary range for this position is between $90,000-$120,000 and is commensurate with experience.
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
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. Our 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, 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. Apply online, get on board, and grow with us. You’ll be glad you did!
The Bonadio Group is unable to accept unsolicited resumes from third-party recruiters who do not have a written contractual agreement for a specific position along with approval to submit from the Talent Management team.
All communications from The Bonadio Group regarding recruitment and hiring will come from an @bonadio.com email address and our process includes a discussion with our Talent Management team. If you have any questions or concerns, please contact us immediately at (800) 487-7624 or careers@bonadio.com.
EOE/AA Disability/Veteran
Related keywords
CPAEA CertificationHigh Net WorthSmall Business AdvisoryTax ComplianceTax PlanningBudgetingCash Flow ProjectionsMicrosoft TeamsMicrosoft OutlookAccountingFinancial ReportingClient RetentionCross-selling
Founded in 1978 and led by active and engaged problem solvers, The Bonadio Group (TBG) brings a unique passion and approach to our work. With over 45 years of experience, we have built strong partnerships with our clients, delivering tailored solutions to navigate various financial and business challenges, from strategic growth initiatives to effective tax planning.
At TBG, we recognize that tackling financial and business hurdles can feel overwhelming. That’s why we take pride in being a leading national accounting and advisory firm with a comprehensive suite of services designed to support your unique needs. Our team of experts has extensive industry-specific knowledge and experience, allowing us to deliver even more value with every engagement. Our knowledge drives your success, and we are deeply committed to being your trusted partner in achieving your goals.
Offices: 171 Sully's Trail, Suite 201, Pittsford, NY 14534, US · 6 Wembley Court, Albany, NY 12205, US · 432 North Franklin Street, #60, Syracuse, NY 13204, US · 100 Corporate Parkway, Suite 200, Amherst, NY 14226, US · 7557 Rambler Road, Suite 600, Dallas, Texas 75231, US
privately held companiessmall businessespublic companiesgovernment entitiesconstruction/contractorshealthcare providerstax-exempt organizationsunionsindividualsCPA Firm
How many Finance & Accounting jobs are open in Buffalo, NY right now?
There are currently 404 open finance & accounting positions in Buffalo, NY listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in Buffalo, NY?
Companies currently hiring include M&T Bank, H&R Block, HSBC, Merchants Insurance Group, Delaware North, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Finance & Accounting jobs in Buffalo, NY?
Yes — 205 of the 404 open finance & accounting positions offer remote or hybrid work (27 remote, 178 hybrid).
How do I apply for Finance & Accounting jobs in Buffalo, NY?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.