Tax Principal for Small Business Advisory

Bonadio•Delaware, DE

2d•Hybrid

About The Position

We have tremendous opportunities for a Tax Principal to play a key role on our Small Business Advisory (SBA) team. This hybrid and flexible scheduled position will consider candidates residing in and around Wilmington, Delaware including Philadelphia, southern New Jersey, Baltimore and northern Maryland. 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! Intent is for a post busy-season start date.

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 clients in multiple industries
Tax compliance, research, correspondence and planning
Develop an understanding of our 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 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