Keilty Bonadio

Client Services Representative

• Lead projects throughout the client acquisition to final project delivery process
• Oversee client service teams on multiple client engagements
• Manage, develop, train and mentor staff
• Develop working relationships with internal and external clients
• Identify and pursue opportunities for new and innovative services
• Retain and develop new clients, including cross-selling the firm’s full range of client services
• Communicate with project stakeholders regarding technical and process improvements
• Apply in-depth knowledge of IT security and frameworks including NIST, ISO, PCI DSS, HIPAA, CMMC and FFIEC
• Perform IT and information security risk and compliance assessments, PCI engagements, IT audits, cybersecurity testing, operational gap analyses, and provide remediation recommendations

Director – Client Service Professional

• Lead projects throughout the client acquisition to final project delivery process
• Oversee client service teams on multiple client engagements
• Manage, develop, train and mentor staff
• Develop effective working relationships with internal and external clients
• Identify opportunities for new and innovative services and pursue them
• Retain and develop new clients, including cultivating opportunities to cross-sell the firm’s full range of client services
• Communicate with project stakeholders to convey requirements for technical and process improvements
• Perform technical security assessments of applications and infrastructure
• Conduct security design reviews and risk assessments
• Perform mid and large IT and information security risk and compliance assessments, PCI engagements, IT audits, cybersecurity testing, operational gap analyses, and provide remediation recommendations
• Lead FoxPointe Solutions client service work for The Bonadio Group

Accountant

• Prepare financial statements based on team needs
• Use modern accounting technology to deliver high-quality results
• Communicate proactively with team members and managers
• Manage timelines and budgets while meeting client expectations
• Collaborate in a learning-focused environment
• Stay current on professional standards and firm policies
• Build strong client relationships
• Prepare and/or review complex business and individual tax returns
• Perform financial statement compilations and reviews
• Prepare and/or review budget analyses, cash-flow projections, and client-specific advisory projects
• Develop client relationships and deliver accounting, tax planning, consulting, and compliance solutions
• Identify and research tax and accounting issues, develop practical resolutions, and prepare written conclusions
• Manage schedules and deadlines
• Assist in training, developing, and mentoring staff and interns

Entry Level Staff Accountant

Financial Planning and Analysis

• Serve as a key financial advisor and relationship leader for a portfolio of Not-for-Profit clients
• Provide outsourced accounting and financial management services
• Oversee preparation and review of monthly and annual financial statements, management reports, dashboards, KPIs, and other financial reporting
• Advise clients on accounting processes, financial reporting, internal controls, and finance-related operational matters
• Apply Not-for-Profit accounting and reporting practices to varied client situations and organizational structures
• Oversee general accounting activities, including account reconciliations, workpaper preparation, accounts payable, and month-end close
• Establish, improve, and maintain standardized accounting procedures, processes, and internal controls
• Lead onboarding of new clients, assess current processes, identify improvements, and coordinate implementation
• Build relationships with client leadership and serve as a trusted resource
• Manage multiple client engagements, priorities, deadlines, and deliverables
• Lead, mentor, and develop team members through coaching and technical guidance
• Delegate work across engagement teams and monitor quality, timeliness, and client satisfaction
• Train clients and staff on accounting and technology applications
• Use accounting technology and financial systems to improve efficiency, reporting, and client service
• Manage unexpected or time-sensitive client and firm matters
• Achieve high client satisfaction and contribute to growth of the Outsource Accounting & Finance practice

Director, Outsource Accounting, Finance

• Manage or lead complex fiduciary income tax, estate tax, gift tax, and related individual tax compliance engagements
• Perform technical review and ensure timely delivery
• Advise trustees, executors, beneficiaries, and families on fiduciary income taxation, estate and gift tax matters, wealth-transfer strategies, estate administration, and related planning opportunities
• Analyze trust agreements and legal documents to determine tax reporting requirements and planning opportunities
• Research and resolve complex federal and multistate fiduciary, estate, gift, charitable, private foundation, and individual tax matters
• Communicate conclusions clearly to clients and engagement teams
• Coordinate with attorneys, financial advisors, trust companies, family office professionals, and other advisors
• Oversee engagement scope, staffing, workflow, budgets, billing, risk management, and filing deadlines
• Mentor and develop professionals through technical review, coaching, training, and delegation
• Standardize processes, improve workflow, and use technology and automation to strengthen quality and capacity
• Collaborate across service lines to deliver integrated solutions for clients' personal, family, business, wealth-transfer, charitable, and succession-planning objectives

Trust & Estate Tax Manager

• Complete client engagements, including compilations, tax compliance, preparation, research, correspondence, and planning
• Manage trust and estate-related filings, including Form 1041
• Provide consultative guidance on wealth planning, succession, and family tax strategy
• Create and execute advanced tax planning strategies related to income, investments, equity compensation, trusts, estates, wealth preservation, and closely held business interests
• Review and prepare clear and concise working papers
• Analyze diverse issues and evaluate business trends
• Develop effective relationships with internal and external clients
• Assist clients with special projects
• Deliver projects and engagements on time, within budget, and to client satisfaction
• Manage, mentor, and develop staff
• Oversee client engagements and provide evaluative feedback

Director – Client Service Professional

Director – Client Service Professional

Entry Level Staff Accountant

Director, Outsource Accounting, Finance

Trust & Estate Tax Manager

Tax Manager – High Net Worth