Tax Principal

About the role

We are seeking a dynamic and forward-thinking Tax Principal who excels in collaboration, delivers excellent customer service, communicates effectively, and instills trust in both clients and colleagues. This role is ideal for someone eager to grow into a shareholder position within our firm.

Responsibilities

• Deliver a full spectrum of tax services including compliance reviews, tax research, and tax consulting services.
• Participate in and provide leadership in business development activities, including preparation and presentation of new client proposals and leading team sales.
• Collaborate with shareholders & other principals on technical questions, create new and revise business & risk strategies, and be a champion for process improvements.
• Work closely with partners, principals, senior managers, managers, seniors, and staff in other practice groups to integrate skills into a team approach to better serve clients.
• Lead special projects, technology implementation, and drive efficiency updates to current systems and processes.
• Supervise multiple engagement teams, ensuring adherence to deadlines, and compliance with professional standards.
• Review the work of others for accuracy and understanding and identify missing components in multiple area of expertise.
• Manage proactive and clear communication with clients, actively leading challenging discussions to surpass their expectations.
• Develop and maintain trusted relationships at the executive level with management, board, and other stakeholders.
• Engage in external professional activities to build and maintain strong networks and promote and enhance the firm's presence in the market.
• Participate in the recruitment, onboarding, and training of new employees.
• Oversee client billing activities, ensuring timely and accurate invoicing for services rendered.

Requirements

• Bachelor’s degree in accounting or finance or related field or a combination of education and directly related work experience.
• CPA license or equivalent.

Qualifications

• 10+ years’ progressively more responsible assignments in public accounting where a broad expertise in taxation and compliance can be demonstrated.
• At least 5 years in a supervisory role.

Skills

• Collaboration
• Excellent customer service
• Effective communication
• Trust-building
• Technical expertise in several areas of tax
• Business development experience
• Leadership in business development activities
• Technical resource
• Subject matter expertise
• Teamwork
• Client relationship management
• Project supervision
• Process improvement
• Communication with clients
• Challenging discussion facilitation
• Relationship development
• External professional activity engagement
• Recruitment, onboarding, and training of new employees
• Client billing oversight

Benefits

• Comprehensive Insurance Coverage
• Time Off & Flexibility
• Professional Growth
• Financial Wellness

Pay

$173,000 minimum to $272,953 maximum

Schedule

Full-time