Accounting Advisory Principal

About the role

Hands-on engagement leader responsible for delivering complex accounting advisory engagements, leading teams, managing client relationships, and building the practice.

Responsibilities

• Serve as a recognized subject matter expert in accounting, finance and financial reporting practices, including addressing service needs as it relates to technical accounting application (e.g., US GAAP), accounting operational shortcomings and staffing voids, assurance and tax readiness, financial analysis and budgeting, post-acquisition accounting integrations, and any other scenarios where clients do not possess either the capacity or acumen to address accounting and finance objectives on their own.
• Direct all phases of client engagements, including planning, execution, analysis, and reporting.
• Lead and deliver multifaceted accounting and finance advisory engagements across a wide range of industries.
• Oversee development of clear, client-ready reports and presentations outlining findings and recommendations.
• Ensure timely technical reviews and quality standards across all engagements.
• Lead, mentor, and develop engagement teams; provide direction, coaching, and timely performance feedback.
• Oversee staffing, delegation, and team performance to support engagement objectives and staff development.
• Conduct performance reviews and career planning discussions aligned with practice and firm goals.
• Contribute to recruiting, retention, training, and broader people initiatives.
• Foster a collaborative team environment consistent with firm values.
• Manage multiple engagements and client relationships while maintaining high client satisfaction.
• Own engagement economics, including budgeting, realization, billing, and collections.
• Cook up coordination internal and external resources to deliver high-quality advisory services.
• Anticipate client needs, proactively address issues, and serve as a trusted advisor.
• Maintain awareness of market trends and competitive landscape to effectively position the firm.
• Drive practice growth through client expansion, cross-serving, referrals, and new service offerings.
• Lead proposal development and engagement letter execution.
• Actively build and manage a portfolio of senior client decision-makers.
• Develop and execute a personal marketing plan and contribute to firm-wide business development efforts.
• Mentor others in developing practice development capabilities and support team-based sales efforts.

Requirements

• 10+ years of experience
• Bachelor's degree in accounting, and/or Business Administration is required
• CPA strongly preferred; historical finance and accounting experience equivalent to designation all acceptable
• Proven practice development experience is required

Qualifications

• Proven extensive expertise with the following:
• Directing efforts related to current hot topics for CFOs, Controllers, VPs of Finance, BOD Audit and Finance Committees and other accounting and finance governance and leadership roles
• Leading engagement contract, risk management, and public accounting practices and procedures
• Able to navigate accounting systems and other financially oriented tools
• Able to coach and extract performance from team members on a project even when it is a stretch engagement for the team member
• Able to coordinate information flow with multiple sources (Client management, team, staff, etc.) and interact with client personnel, grasp key issues, diagnose situations, and identify client needs

Skills

• Strong communication and interpersonal skills
• Ability to manage multiple projects and priorities
• Proficiency in accounting software and tools
• Excellent analytical and problem-solving skills
• Ability to work independently and as part of a team
• Strong leadership and mentoring abilities

Benefits

• Health, dental, vision, disability, and life insurance
• Flexible Time Off and various pre-determined holidays
• 401(k) plan
• Flexible benefits plans
• Business-related travel expense, lodging, and meal reimbursement for business-related use
• Pension plan for eligible administrative and paraprofessional staff
• Discretionary bonus plan for eligible staff

Pay

$165,000.00 - $245,000.00

Schedule

Exempt position, so you may have to work hours that exceed the standard 40-hour work week.