Teams 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.

Conduct internal audits for financial institution clients, evaluating internal controls, operational efficiency, regulatory compliance, and adherence to accounting principles. Analyze data, interview client staff, document audit procedures and conclusions, communicate findings to managers, and recommend process improvements. Maintain confidential audit records and support efficient completion of assignments.