Tax Manager for Small Business Advisory

Bonadio•Albany, NY

3d•$80,000 - $100,000•Onsite

About The Position

We have tremendous opportunities for a Tax Manager 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!

Requirements

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

Responsibilities

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