Tax Principal

Duties/Responsibilities

• Serve as a trusted advisor to clients, providing proactive tax planning, consulting, and compliance solutions across diverse industries and entity structures.
• Review and advise on complex individual, partnership, corporate, S corporation, fiduciary, and other tax engagements.
• Develop and maintain strong executive-level client relationships while identifying opportunities to expand services and deepen engagement.
• Led multiple client engagements simultaneously, ensuring quality, profitability, and timely delivery.
• Collaborate with Partners and firm leadership on strategic growth initiatives, practice development, and market expansion efforts.
• Actively drive business development through networking, referrals, speaking engagements, industry involvement, and client relationship management.
• Mentor, coach, and develop tax professionals at all levels, fostering a culture of collaboration, accountability, and continuous improvement.
• Stay current on federal, state, and local tax developments and communicate implications to clients and internal teams.
• Participate in firm leadership initiatives, including recruiting, retention, succession planning, and operational improvement efforts.
• Help shape the strategic direction of the practice by identifying emerging service opportunities, market trends, and client needs.
• Lead client presentations, executive meetings, and proposal discussions with confidence and professionalism.
• Monitor engagement economics, including budgeting, billing, collections, and overall client profitability.

Qualifications

• A Bachelor’s degree and/or Master’s degree in Accounting
• Active CPA license
• 12+ years of progressive tax experience in public accounting
• Demonstrated expertise across a broad range of tax disciplines, including corporate, partnership, individual, fiduciary, and state and local taxation
• Proficiency in tax preparation software (e.g, CCH Axcess) and Microsoft Office Suite
• Proven expertise in overseeing complex client engagements and delivering high-quality client service
• Ability to develop tax planning strategies for clients
• Strong business development skills with experience cultivating client relationships, identifying growth opportunities, and contributing to practice development
• Extensive knowledge of federal, state, and local tax regulations
• Experience supervising, training, developing, and reviewing the work of staff and senior associates

Skills

• Strategic thinking and problem-solving
• Client relationship management
• Business development
• Team leadership and mentorship
• Technical proficiency in tax preparation software and Microsoft Office Suite
• Knowledge of federal, state, and local tax regulations

Benefits

• Investing in Relationships to Make a Difference
• Firmwide Focus on Inclusion

Pay

Salary Range: $180,000 USD - $240,000 USD

Schedule

Hybrid Schedule