Jobs at The Bonadio Group

Manage and review complex business and individual tax returns, provide tax planning and compliance services, research tax issues, prepare written conclusions, and develop client relationships. The role also includes reviewing and signing returns, mentoring staff and interns, identifying new service opportunities, and supporting varied tax engagements including public company, financial industry, international, expatriate, and transaction advisory services.

Leads outsourced accounting and financial management services for nonprofit clients. Oversees financial reporting, accounting operations, internal controls, client onboarding, process improvements, and multiple engagements. Advises client leadership, manages relationships, mentors staff, delegates work, ensures quality and deadlines, and supports accounting technology implementation. Requires progressive accounting leadership experience, nonprofit expertise, strong communication and project-management skills, and preferably public accounting or outsourced-services experience.

Leads government and municipal consulting engagements involving accounting, financial management, internal audit, compliance, and operational advisory services. Manages client relationships, presents analyses and recommendations to public-sector leaders, supports business development, ensures engagement quality, and mentors staff. Requires at least five years of New York State municipal accounting experience, strong knowledge of governmental regulations and compliance programs, excellent communication skills, and travel to client sites.

Provides onsite deskside, telephone, email, and walk-up technical support for firm users. Responsibilities include troubleshooting hardware, software, mobile devices, peripherals, Microsoft 365, Intune, and Windows 11; installing and configuring equipment; managing inventory; supporting video conferences; tracking tickets; and participating in on-call and seasonal extended-hour coverage.

Leads outsourced accounting and financial management services for a portfolio of nonprofit clients. Oversees financial reporting, general accounting, internal controls, process improvements, client onboarding, and technology utilization. Serves as a financial advisor, manages client relationships and engagements, ensures quality and deadlines, and mentors accounting staff. Requires nonprofit accounting expertise, progressive financial leadership experience, strong client service capabilities, and the ability to manage multiple priorities.

Leads complex tax planning, compliance, and advisory engagements for high-net-worth individuals, families, trusts, estates, family offices, and investment entities. Oversees client relationships, engagement teams, service quality, profitability, and risk management while driving business development. Provides guidance on individual, fiduciary, estate, gift, partnership, and multistate taxation, develops future leaders, and shapes private wealth service offerings.

Leads complex tax compliance, planning, and consulting engagements for high-net-worth individuals, families, trusts, estates, family offices, and related entities. Reviews individual and partnership returns, analyzes investment structures and multistate obligations, resolves technical tax issues, coordinates with external advisors, manages engagement budgets and deadlines, and mentors professional staff. The role also supports tax examinations, notices, process improvements, and client service delivery.

Manage high-net-worth client tax engagements, including compliance, preparation, research, planning, trust and estate filings, and wealth strategy. Develop advanced tax strategies involving investments, equity compensation, trusts, estates, and closely held businesses. Review working papers, manage budgets and deadlines, build client relationships, support business development, and mentor staff. The role requires accounting expertise, CPA or EA certification, tax software proficiency, and travel as needed.

Manage small business advisory tax engagements, including tax compliance, compilations, research, planning, correspondence, budgeting, cash flow projections, and sales tax work. Build client relationships, support business development and cross-selling, deliver engagements on time and within budget, and mentor staff while reviewing work and providing feedback. Requires accounting expertise, CPA or EA certification, and at least five years of CPA firm experience.

Manage high-net-worth client tax engagements including compliance, advanced tax planning for trusts, estates, investments, and compensation; prepare and review filings (Form 1041); mentor staff; deliver projects on time and support client relationship development.

Lead and review complex business and individual tax engagements, provide tax planning and consulting, research and resolve complex tax issues, mentor staff, develop client relationships, and identify opportunities for new services across diverse client types.

Provide outsourced accounting and bookkeeping services for multiple clients: prepare KPIs and management reports, produce monthly and annual financial statements, perform AP, reconciliations and work papers, standardize procedures, onboard and train clients/staff, manage and motivate team, handle urgent matters, use shared software and technology, manage projects, and ensure outstanding client satisfaction.

Provide outsourced accounting and bookkeeping services for multiple clients: prepare financial statements and KPIs, maintain budgets, reconcile accounts, support onboarding, standardize procedures, train clients/staff, and manage accounting projects to ensure timely, accurate reporting and high client satisfaction.

Serve as lead accountant for High Net Worth small business clients: manage client relationships, oversee tax compliance, research and planning, prepare and review working papers, deliver engagements on time and within budget, mentor staff, and assist with budgeting, cash flow projections, and business development.

Provide outsourced accounting and bookkeeping for multiple clients: prepare KPIs and management reports, produce monthly and annual financial statements, perform AP, reconciliations and work papers, onboard and train clients/staff on shared software, manage and motivate staff, apply accounting experience across diverse clients, and ensure timely, high-quality client service.

Provide outsourced accounting and bookkeeping services for multiple clients: maintain budgets, analyze general ledger, prepare KPIs and financial statements, perform reconciliations and AP, onboard and train clients/staff, standardize processes, and manage accounting projects to deliver timely, high-quality client outcomes.

Provide outsourced accounting and bookkeeping services for multiple clients: prepare KPIs and financial statements, maintain standardized procedures, handle accounts payable and reconciliations, onboard and train clients/staff, manage and motivate team members, use accounting technologies, and meet deadlines to ensure strong client satisfaction.

Provide outsourced accounting and bookkeeping services for multiple clients: prepare KPIs and financial statements, maintain standardized procedures, perform AP, reconciliations, onboarding and training, manage staff, use shared software tools, handle deadlines and urgent client matters, and drive client satisfaction.

Provide outsourced accounting and bookkeeping services for multiple clients: prepare financial statements, budgets, KPIs, reconciliations, AP functions, standardized procedures, client onboarding, and staff training to ensure timely, accurate reporting and high client satisfaction.

Provide outsourced accounting and bookkeeping for multiple clients: maintain budgets, analyze general ledger, prepare KPIs and financial statements, manage AP/reconciliations, onboard and train clients and staff, and standardize accounting procedures.