Principal Accountant, Small Business Advisory

Posted 6 Days Ago
Be an Early Applicant
Hiring Remotely in Delaware, USA
Remote
Senior level
Professional Services • Consulting • Financial Services
The Role
Lead client engagements for small business clients including tax compliance, planning, budgeting, and cash-flow projects. Develop client relationships, identify growth opportunities, review working papers, and mentor staff while delivering engagements on time and within budget.
Summary Generated by Built In

Overview

We have tremendous opportunities for a Principal Accountant to play a key role on our Small Business Advisory (SBA) team.  We have an opening for candidates residing in and around Wilmington, Delaware. 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.

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

Qualifications

Required:

  • 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

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!

The Bonadio Group is unable to accept unsolicited resumes from third-party recruiters who do not have a written contractual agreement for a specific position along with approval to submit from the Talent Management team.

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 seven years of relevant recent CPA firm experience
  • Proven ability to mentor and lead staff
  • Proven ability to develop and sustain client relationships and grow business
  • Proficiency with Microsoft Office Suite, including Teams and Outlook
  • Willingness and ability to travel as needed
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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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