Jobs at The Bonadio Group

Leads complex tax planning, compliance, and advisory engagements for high-net-worth individuals, families, trusts, estates, family offices, and investment entities. Oversees client relationships, engagement teams, service quality, profitability, and risk management while driving business development. Provides guidance on individual, fiduciary, estate, gift, partnership, and multistate taxation, develops future leaders, and shapes private wealth service offerings.

Leads complex tax compliance, planning, and consulting engagements for high-net-worth individuals, families, trusts, estates, family offices, and related entities. Reviews individual and partnership returns, analyzes investment structures and multistate obligations, resolves technical tax issues, coordinates with external advisors, manages engagement budgets and deadlines, and mentors professional staff. The role also supports tax examinations, notices, process improvements, and client service delivery.