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.
- Lead 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.
Requirements
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
Qualifications
Passionate about tax law and its impact on businesses and individuals
Excellent communication and interpersonal skills
Strong analytical and problem-solving abilities
Ability to manage multiple tasks and projects simultaneously
Commitment to professional development and ongoing education
Skills
- Tax Planning and Compliance
- Client Relationship Management
- Business Development
- Strategic Thinking
- Team Leadership
- Financial Analysis
- Technology Proficiency (tax preparation software, Microsoft Office Suite)
Benefits
Frazier & Deeter offers a comprehensive benefits package including health insurance, retirement plans, paid time off, and more.
Pay
The salary range for this position is $150,000 - $200,000 annually, commensurate with experience.
Schedule
This role is full-time and based out of our office locations in Atlanta, Alpharetta, Charlotte, Las Vegas, London, Nashville, and Tampa.