Keilty Bonadio

• Overall successful completion of client engagements including compilations, tax compliance, preparation, research, correspondence and planning
• Scope of work will focus on (but not limited to) Trusts, S-Corps, 1040's
• 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

Manager, Tax

Accounting Manager

• Oversee the scheduling function for the Small Business Advisory Service Line, including long-term and day-to-day resource planning, job assignments, reassignments, and resource pool management.
• Develop and manage weekly staffing commitments for resource pools, monitor utilization and workload capacity, and work with leaders to ensure assignments are appropriately staffed and progressing as planned.
• Coordinate resource allocation across teams, balancing workloads, client deadlines, employee preferences, and industry specialization to maximize efficiency and service delivery.
• Monitor staffing demands and scheduling conflicts, proactively identifying and resolving resource constraints to support client service objectives.
• Collaborate with global resource teams to optimize offshore and shared-service staffing, ensuring resources are effectively utilized and aligned with operational needs.
• Utilize project management and continuous improvement methodologies (e.g., Lean Six Sigma) to improve resource management processes and oversee workforce planning initiatives.

Resource Planning Specialist – Public Accounting

• Perform meaningful accounting work
• Collaborate with experienced professionals
• Gain firsthand exposure to public accounting challenges and rewards
• Prepare individual, small business, and corporate tax returns
• Assist with tax research and planning projects
• Analyze financial information and supporting documentation
• Collaborate with experienced tax professionals on client engagements
• Learn small business tax preparation processes
• Develop an understanding of advisory services and client relationships
• Work on specialized projects that showcase the industries we serve
• Participate in year-end audit engagements alongside experienced Assurance professionals

Accounting Intern

Accountant

• Preparing financial statements based on your team’s needs
• Using modern accounting technology to deliver high‑quality results
• Communicating proactively with team members and managers
• Managing timelines and budgets while meeting client expectations
• Collaborating in a learning‑focused environment
• Staying current on professional standards and firm policies
• Building strong client relationships from the start

Manager, Tax

Resource Planning Specialist – Public Accounting

Accounting Intern

Entry Level Staff Accountant