Principal Accountant, High Net Worth

Bonadio • Buffalo, NY

2d • Hybrid

About The Position

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. We have an opening for candidates residing in and around Buffalo, New York. 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!

Requirements

• 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

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

Benefits

• work/life balance
• flexibility
• mentoring and training programs

What This Job Offers

• Job Type: Full-time
• Career Level: Principal