Private Wealth Principal

Overview:

The Bonadio Group is seeking an experienced tax professional to join our Private Wealth Tax Services team. This role will serve high-net-worth and ultra-high-net-worth individuals multi-generational families family offices trusts estates and related investment entities. This individual will lead complex client relationships and engagements develop future leaders deepen the Firms capabilities and drive growth in the private wealth market through strong advisory relationships and integrated solutions.

Responsibilities:

• Serve as the lead tax advisor to high-net-worth and ultra-high-net-worth individuals families family offices business owners and family investment entities.

• Lead complex tax planning compliance and consulting engagements involving individual partnership and multistate tax matters.

• Advise clients in connection with tax authority inquiries examinations notices and other complex compliance matters.

• Develop and maintain trusted relationships with clients attorneys financial advisors family office executives trust professionals and other centers of influence.

• Lead engagement teams and oversee service quality profitability risk management staffing and timely delivery.

• Drive growth through business development market visibility referral relationships new client opportunities and expansion of existing client services.

• Collaborate across service lines to address clients personal business investment philanthropic and wealth-transfer objectives.

• Mentor and develop team members through technical review coaching sponsorship training and leadership development.

• Help shape the strategy service offerings and market presence of Private Wealth Tax Services.

• Champion innovation technology adoption and continuous improvement in client service delivery.

Required Qualifications:

• A minimum bachelors degree in accounting taxation law or a related field

• An active CPA license JD or EA required

• A minimum of 10 years of progressive tax experience in public accounting private wealth family office services trusts and estates or a related advisory environment

• Significant experience serving high-net-worth and ultra-high-net-worth individuals multi-generational families trusts estates and family investment entities

• Strong technical knowledge of individual fiduciary estate gift partnership and multistate taxation

• Demonstrated success managing complex client relationships and delivering planning and advisory services beyond compliance

• Proven leadership of teams engagements and client portfolios

• Strong business development networking and relationship-building capabilities

• Excellent executive-level communication judgment and collaboration skills

• Proficiency with tax software and Microsoft Office applications

Preferred Qualifications:

• Experience in fiduciary income estate and gift taxation including the ability to lead complex trust and estate engagements

• Experience providing strategic guidance on wealth transfer trust structures business succession charitable planning family investment structures and tax-efficient investment considerations

• Ability to analyze trust agreements partnership agreements estate-planning documents and other legal or financial arrangements to identify tax implications and reporting requirements

The salary range for this position is $150000 - $225000 and is commensurate with experience.

Hours of Operation:

Our standard 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 an inclusive work environment allows all of our people to achieve their greatest potential and deliver the greatest results for our clients and communities. The Bonadio Group is committed to 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 youll 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. 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 and approval to submit candidates 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 you have any questions or concerns please contact us immediately at .

EOE/AA Disability/Veteran