New York Seasonal Jobs

Job Information

Bonadio Group, The Financial Planner - Bonadio Wealth Advisors in Albany, New York

BWA is the state-wide financial planning division of The Bonadio Group. Our CPA financial planners provide financial planning, consulting advice and guidance to executives, business owners and other high-net worth individuals. We advise our clients on their overall personal financial affairs so they can continually make well-informed decisions to improve their financial well-being and gain peace-of-mind.

  • Assist in collecting and organizing client information, following up as necessary

  • Support partner and principal in preparing client balance sheets, asset allocation summaries and long-term cash flow projections, summarizing estate planning documents and preparing various financial exhibits including estate distribution flowcharts

  • Assist with developing asset protection strategies, charitable giving strategies and wealth transfer strategies and prepare related illustrations

  • Assist in preparing income tax projections when needed

  • Assist in tax return preparation for specific clients

  • Participate in client meetings and follow-up tasks as appropriate

  • Coordinate with the client’s attorney, accountant, investment advisor, and other professionals as appropriate

  • Assist with the development of internal and external presentations

  • Assist with the article writing and social media activity

  • CPA required

  • CFP® designation or willingness to work towards designation to meet regulatory requirements for providing advice to clients

  • Experience in preparing personal income and business income tax returns

  • Two + years of experience in tax and financial planning

  • Organized, detail-oriented with strong desire to learn

  • Client-friendly with good communication and time management skills

  • Team-oriented, self-motivated with strong analytical and problem-solving skills

  • Ability to maintain a high level of confidentiality

Work Location

  • Rochester, Buffalo, Syracuse or Albany

  • Possibility for hybrid work environment (mix of virtual and in-office)

HOURS OF OPERATION:

  • Our office hours are 8:00 a.m. to 5:00 p.m.

  • Our summer hours are 8:00 a.m. to 5:00 p.m. Monday through Thursday, and 8:00 a.m. to noon on Friday.

  • The ability to work additional hours as needed, but flexibility is key.

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!

EOE/AA Disability/Veteran

ID: 2021-2460

External Company Name: Bonadio Group, The

External Company URL: www.bonadio.com

Street: 6 Wembley Ct

DirectEmployers