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Manager, Tax
Keilty BonadioTax Manager at The Bonadio Group handling small business advisory services and client engagements in Wilmington, Delaware. Overseeing tax compliance, planning, and staff development with a hybrid work option.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in tax compliance, preparation, and planning, with a strong focus on client engagement and relationship management. Proficient in developing working papers and delivering projects on time while mentoring staff and enhancing client retention.
Highest-signal resume keywords
CPA CertificationTax ComplianceClient EngagementMicrosoft Suite ProficiencyBusiness Relationship Development
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Tax PreparationTax PlanningBudgetingCash Flow ProjectionsTrustsS-Corps1040 PreparationWorking Papers ReviewData AnalysisClient Retention Strategies
Soft Skills
Effective CommunicationMentoringRelationship BuildingProblem SolvingTeam Development
Tools & Technologies
Tax SoftwareMicrosoft Suite
Certifications & Qualifications
CPAEA
Industry Keywords
Client EngagementsTax ComplianceAccountingCPA Firm ExperienceBusiness Trends
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- 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
- Tax software, Microsoft Suite proficiency
- Ability and willingness to travel in the region
Benefits
Comp & perks- work/life balance
- flexibility