Principal Accountant, High Net Worth

We are looking for a Principal Accountant to join our Small Business Advisory (SBA) team with a focus on High Net Worth clientele in the Buffalo, New York area.

• Develop and manage client relationships and identify new business opportunities contributing to growth and development.
• Collaborate with engagement teams to successfully serve high net worth clients across a broad spectrum of businesses.
• Handle tax compliance, research, correspondence, and planning activities.
• Develop an understanding of clients’ business needs and produce clear and concise working papers.
• Analyze a variety of situations or data requiring evaluation of multiple factors, including current business trends.
• Build effective working relationships with internal and external clients.
• Assist with client acquisition and retention, including cross‑selling services.
• Support special projects such as budgeting, cash flow projections, tax planning, and sales tax matters.
• Deliver projects and engagements on time, within budget, and to client satisfaction.
• Lead, train, and mentor staff, provide oversight on client engagements, and deliver evaluative feedback.

• A bachelor’s degree in accounting or related field.
• CPA or EA certification.
• At least seven years of recent CPA firm experience.
• Demonstrated ability to provide mentoring and leadership to a team.
• Proven track record of developing and sustaining business relationships to grow the firm’s client base.
• Proficiency with Microsoft Office Suite, including Teams and Outlook.
• Willingness and ability to travel as needed.

Office hours are 8:00 a.m. to 5:00 p.m., Monday–Friday. Summer hours are 8:00 a.m. to 5:00 p.m., Monday–Thursday, with a flexible Friday schedule as per firm policy. Additional hours may be required during peak periods.

EOE/AA Disability/Veteran.