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Bonadio & Co. LLP Financial Planner - Bonadio Wealth Advisors in Pittsford, New York

Financial Planner - Bonadio Wealth Advisors

Job Locations

US-NY-Albany | US-NY-Amherst | US-NY-Syracuse | US-NY-Pittsford

ID
2021-2460

\# of Openings
1

Category
Accounting/Finance

Overview

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.

Responsibilities

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

Qualifications

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

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