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Principal Accountant, Small Business Advisory

The Bonadio GroupDallas, Texas, United StatesOnsite

Job Description

Overview


We have tremendous opportunities for a Principal Accountant to play a key role on our Small Business Advisory (SBA) team in Dallas, Texas. 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


  • 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
  • Overall successful completion of client engagements:
  • 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 
  • 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

Preferred:

  • Involvement in professional and/or community organizations
  • Experience with ProSystems FX/Engagement software

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 careers@bonadio.com.

EOE/AA Disability/Veteran



Life at The Bonadio Group

The Bonadio Group is a CPA firm of over 150 people with offices in Rochester, Buffalo and Perry, New York and satellite locations in New York City, Geneva and Syracuse, New York. For over two decades, The Bonadio Group's Healthcare Regulatory Compliance Division has provided timely and comprehensive financial, business, clinical and regulatory consulting to a wide variety of healthcare entities. The Bonadio Group services more than 100 healthcare entities including: Hospitals Ambulatory Care Facilities County Medical Societies IPAs Physician Offices Dental Offices Ancillary Care Providers Nursing and Adult Care Facilities Mental Health Agencies Developmental Disabilities Agencies We will continue to aggressively pursue our goal of providing the highest value to our clients by maintaining The Bonadio Group as a uniquely positioned accounting, business and consulting services firm.
Thrive Here & What We Value- Promotes the Best You and Implements Programs to Guide You to Your Next Level- Values Ideas and Contributions of Team Members- Committed to Fostering and Managing Diversity in the Workplace as an Integral Part of its Practice and Service to Clients- Belief that an Inclusive Work Environment Strengthens Our Institution and Enables It to Better Respond to Clients' Needs in an Increasingly Global Profession- Commitment to Equal Treatment and Opportunity for All People- Focus on Work/Life Balance for All Employees- Pathway to Partnership with Great Mentoring and Training Programs- Cutting Edge of Growth and Innovation- Positive Attitude and Teamwork- Opportunity to Make a Difference Working with Great People and Clients- Fastpaced Accounting Industry with Opportunities for Growth and Innovation
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