Manager, Tax- Small Business Advisory, SBA

Overview

We have tremendous opportunities for a Manager Accountant to play a key role on our tax-based Small Business Advisory (SBA) team. 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!

• Overall successful completion of client engagements including compilations, tax compliance, preparation, research, correspondence and planning
• Develop an understanding of a client’s business and aspects of their industry
• Review and prepare clear and concise working papers
• 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 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
• Manage, mentor, and develop staff inclusive of oversight on client engagements and providing evaluative feedback

• 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 Microsoft Office Suite including Teams and Outlook
• Ability and willingness to travel as required

Salary range is between $80,000 and $100,000.

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.

EOE/AA Disability/Veteran