Manager, Tax-based Small Business Advisory, SBA

Posted Yesterday
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Albany, NY, USA
In-Office
80K-100K Annually
Senior level
Professional Services • Consulting • Financial Services
The Role
Manage tax-focused small business advisory engagements including compilations, tax compliance, planning, research, and client correspondence. Review working papers, develop client understanding, deliver projects on time and within budget, mentor staff, and assist with client development, budgeting, cash flow, and sales tax.
Summary Generated by Built In

Overview

We have tremendous opportunities for a Manager Accountant 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!   
 

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

Required qualifications:

  • 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
    Salary range is between $80,000 and $100,000
     

Hours Of Operation:

  • Our office hours are from 8:00 a.m. until 5:00 p.m. Monday through Friday
  • Our summer hours are from 8:00 a.m. until 5:00 p.m. Monday through Thursday, and from 8:00 a.m. until 12:00 p.m. on Friday  
  • We pride ourselves on our flexibility; however the ability to work additional hours will be needed at peak times

At The Bonadio Group, we believe that an inclusive work environment allows all of our people to achieve their greatest potential and the greatest results for our clients and communities. Bonadio is committed to the principle of equal treatment and opportunity for all people. The Firm is committed to fostering and managing diversity in the workplace as an integral part of its practice and service to clients. The Firm values the rich variety of perspectives and experiences offered by those of different backgrounds. This diversity strengthens our institution and enables it to better respond to our clients’ needs in an increasingly global profession. 

In the fast-changing accounting industry, The Bonadio Group is always on the cutting edge of growth and innovation. With our great mentoring and training programs, you’ll be exposed to diversity of work, the ability to tackle more interesting issues, and have a path to Partnership.  You’ll be working with great people and great clients where you can truly make a difference.  Apply online, get on board, and grow with us.  You’ll be glad you did!

All communications from The Bonadio Group regarding recruitment and hiring will come from an @bonadio.com email address and our process includes a discussion with our Talent Management team. If you have any questions or concerns, please contact us immediately at (800) 487-7624 or [email protected]. 

EOE/AA Disability/Veteran

Skills Required

  • Bachelor's degree in accounting
  • CPA or EA certification
  • Minimum of five years of relevant CPA firm experience
  • Ability to develop and sustain business relationships to grow client base
  • Proficiency with Microsoft Office Suite including Teams and Outlook
  • Ability and willingness to travel as required
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The Company
1,091 Employees
Year Founded: 1978

What We Do

The Bonadio Group is a leading national accounting and advisory firm providing comprehensive tax, auditing, and consulting solutions. With over 45 years of experience, they partner with clients to address a wide range of financial and business challenges, from strategic growth to tax planning, serving diverse sectors including financial services, healthcare, and construction to help them achieve lasting value.

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