Principal- Tax Small Business Advisory (SBA)

Overview

We have tremendous opportunities for a Tax Principal to play a key role on our Small Business Advisory (SBA) team in Syracuse New York. The Small Business Advisory team works primarily with small businesses where we can add value as an integral part of their internal accounting team. As part of our talented team of accountants you will be contributing to the overall successful completion of client engagements. At The Bonadio Group we pride ourselves on developing quality-focused professionals who have the opportunity to continually learn develop and grow into well-rounded trusted advisors. You will have the opportunity to build strong professional relationships with clients work in diverse client-service environments effectively communicate and assist our clients in developing strategies to best service their business needs.

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
• Overall successful completion of client engagements:
  - Tax compliance research correspondence and planning
• Develop an understanding of our clients business and aspects of their industry.
• 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 cash flow projections and tax planning
• Deliver projects/engagements on time within budget and to clients satisfaction
• Lead train and mentor staff inclusive of oversight on client engagements and providing evaluative feedback
  

Required Qualifications:

• A minimum of a bachelors degree in accounting/related
• CPA 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
  

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
  

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 youll be exposed to diversity of work the ability to tackle more interesting issues and have a path to Partnership. Youll be working with great people and great clients where you can truly make a difference. Apply online get on board and grow with us. Youll 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 @ 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

EOE/AA Disability/Veteran