Jobs at The Bonadio Group

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.

Provide on-site administrative support to Partners and staff including calendar and email management, scheduling, travel, billing and billing software use, report generation, client set-up and transfers, meeting preparation, reception backup, and cross-training to ensure office operations and confidentiality.

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.

Conduct internal audits for financial institution clients, evaluating internal controls, operating efficiency, regulatory compliance, policies, and accounting principles. Responsibilities include data analysis, client interviews, audit reporting, workpaper preparation, communicating findings, recommending audit-scope changes, and maintaining confidentiality. The role requires presentation, problem-solving, client-service, technology, and travel capabilities, with banking experience and CIA or CFE certification preferred.

Conduct internal audits for financial institution clients, evaluating internal controls, operational efficiency, regulatory compliance, and adherence to accounting principles. Analyze data, interview client staff, document audit procedures and conclusions, communicate findings to managers, and recommend process improvements. Maintain confidential audit records and support efficient completion of assignments.

Provide outsourced billing and revenue cycle services for healthcare clients. Responsibilities include charge entry, payment posting, claims submission and follow-up, coding, auditing, cash recovery, denial management support, revenue cycle reviews, productivity monitoring, reporting, and service improvement recommendations. The role requires healthcare billing experience and occasional travel within New York, including possible overnight travel.

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: 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: 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, perform AP, reconciliations, onboarding and training, manage staff, use shared software tools, handle deadlines and urgent client matters, and drive client satisfaction.

Provide outsourced billing and revenue cycle services for healthcare clients, including charge entry, payment posting, claims submission and follow-up, coding, auditing, and cash recovery projects. Conduct diagnostic reviews to identify improvement opportunities and assist in preparing written reports. Support client service improvements and occasional onsite travel within New York.

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.