Tax Principal
for section headings (e.g., About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). However we must only include sections when posting has real specific content. The headings we can use are from that list, but we can also use other headings? The instruction: "use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It suggests we should use those standard headings if applicable. But we can also use other headings? It says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Likely they expect we map content to those standard headings where appropriate. The posting includes responsibilities, qualifications, skills, maybe benefits? No explicit benefits, pay, schedule. So we should not create those sections. We should include About the role (summary), Responsibilities (duties), Requirements/Qualifications/Skills (maybe combine). The posting includes technical expertise, ability to manage client relationships, etc. That's qualifications/skills. We'll produce sections: About the role, Responsibilities, Qualifications (or Skills). Use for each.
We need to use - for any list of duties/requirements/benefits, and
for prose.
We must preserve all substantive information, not invent or summarize away detail. Remove boilerplate etc.
We need to extract content.
Let's parse:
First paragraph: "Gross Mendelsohn, one of the Mid-Atlantic’s leading independent audit, tax and advisory firms, is seeking an experienced Tax Principal to join our growing Tax Department. This is a high-profile, client-facing leadership role for professionals who want to lead complex tax work, manage important client relationships, and help grow our Fairfax practice. The Tax Principal will bring strong technical expertise in federal and state taxation, along with the ability to manage client relationships, oversee engagement teams, and deliver thoughtful tax planning strategies. The role includes oversight of tax return preparation and review, engagement management, and mentoring tax staff. The Tax Principal will also serve as a trusted advisor to clients while supporting the firm’s continued growth and commitment to exceptional client service. Recognized with nine Top Workplace awards, Gross Mendelsohn is committed to professional excellence, collaboration, and long-term growth. This role offers the opportunity to work with sophisticated clients while helping to shape the future of the firm’s tax practice."
That's about the role.
Then "What You Will Lead" heading, then sub-sections with bullet-like paragraphs.
We need to turn each bullet into list items.
Let's extract each subsection content:
Under "What You Will Lead":
1. Client Engagement & Technical Tax Leadership
- Manage multiple tax engagements from planning through completion.
- Review and oversee the preparation of complex federal, state, and local tax returns, including individual, business, partnership, S corporation, and C corporation returns.
- Provide technical guidance on tax compliance and planning matters for business and individual clients.
- Research and interpret tax laws to address complex tax issues and identify planning opportunities.
- Develop tax strategies that help clients optimize tax positions while maintaining compliance.
- Ensure accurate and timely preparation and filing of client tax returns through the firm's tax systems.
2. Client Leadership
- Serve as a primary point of contact for assigned tax clients.
- Build and maintain trusted relationships with business owners, executives, high-net-worth individuals, and other client decision-makers.
- Participate in client meetings and tax planning discussions.
- Communicate complex tax matters clearly and professionally.
- Identify opportunities to expand services and support long-term client relationships.
- Work closely with clients throughout the year, not just during tax season.
3. Managing Work and Teams
- Oversee all aspects of tax engagement planning, scheduling, workflow, and budget management.
- Manage engagement teams and delegate responsibilities effectively.
- Ensure projects are completed efficiently while maintaining high standards of quality.
- Monitor engagement progress and proactively address issues affecting deadlines or deliverables.
4. Tax Planning & Advisory
- Develop and implement proactive tax planning strategies.
- Analyze the tax implications of business transactions, investments, ownership changes, and other significant events.
- Assist clients with estimated tax planning, projections, entity structuring, succession planning, and other tax-related business decisions.
- Research tax law changes and assess their impact on clients.
- Collaborate with accounting, audit, wealth management, and business advisory professionals to provide comprehensive solutions.
5. Team Leadership and Development
- Mentor and develop Seniors, Staff Accountants, and Associates through coaching, training, and ongoing feedback.
- Review staff work and provide timely, constructive technical guidance.
- Support staff growth through knowledge sharing and professional development.
- Participate in recruiting, interviewing, onboarding, performance evaluations, and team development initiatives.
- Foster a collaborative, accountable, and high-performing culture.
- Serve as a resource for staff on technical tax questions and complex engagements.
6. Firm Engagement & Professional Development
- Stay current on changes in tax laws, regulations, and compliance requirements.
- Share technical insights and relevant tax updates with colleagues and clients.
- Support firm growth through prospective client meetings, professional organizations, community involvement, and networking.
- Introduce clients to other Gross Mendelsohn service lines when appropriate.
- Demonstrate and promote the firm's Mission, Vision, and Values.
7. Technology & Efficiency
- Use tax software and accounting technology to improve engagement efficiency.
- Identify opportunities to automate repetitive processes and reduce manual work.
- Embrace emerging technologies and AI-enabled tools that improve tax research, preparation, review, and workflow.
- Support initiatives that improve tax processes, efficiency, and the client experience.
Now we need to map to sections.
We could have:
About the role
with paragraph(s) from first part.
Responsibilities
with list items covering duties (maybe combine all bullet points). Could also split into subheadings but we only have h3 for section headings; we could still have nested headings? Not specified. Probably just one Responsibilities section with a list.
Qualifications
or Skills
for technical expertise, ability to manage client relationships, etc. The posting mentions: strong technical expertise in federal and state taxation, ability to manage client relationships, oversee engagement teams, deliver thoughtful tax planning strategies, oversight of tax return preparation and review, engagement management, mentoring tax staff, serve as trusted advisor, etc. Also maybe required experience: experienced Tax Principal. We'll capture those as qualifications.
We should not invent details like years of experience; just preserve what's there.
Thus Qualifications list: strong technical expertise in federal and state taxation; ability to manage client relationships; ability to oversee engagement teams; ability to deliver thoughtful tax planning strategies; oversight of tax return preparation and review; engagement management; mentoring tax staff; serving as trusted advisor to clients; supporting firm's growth and commitment to exceptional client service; opportunity to work with sophisticated clients; helping shape future of firm's tax practice. But many of those are responsibilities. Might be overlapping.
Better to separate: Responsibilities = duties (the bullet list). Qualifications/Skills = required attributes: experienced Tax Principal, strong technical expertise in federal and state taxation, ability to manage client relationships, oversee engagement teams, deliver thoughtful tax planning strategies, etc. Also maybe "recognized with nine Top Workplace awards" is firm info not qualification.
We'll produce Qualifications section with list items.
We must not include Benefits, Pay, Schedule sections as not present.
Now produce HTML.
We need to ensure we only output HTML fragment, no markdown fences.
Let's craft:
About the role
Gross Mendelsohn, one of the Mid-Atlantic’s leading independent audit, tax and advisory firms, is seeking an experienced Tax Principal to join our growing Tax Department. This is a high-profile, client-facing leadership role for professionals who want to lead complex tax work, manage important client relationships, and help grow our Fairfax practice. The Tax Principal will bring strong technical expertise in federal and state taxation, along with the ability to manage client relationships, oversee engagement teams, and deliver thoughtful tax planning strategies. The role includes oversight of tax return preparation and review, engagement management, and mentoring tax staff. The Tax Principal will also serve as a trusted advisor to clients while supporting the firm’s continued growth and commitment to exceptional client service. Recognized with nine Top Workplace awards, Gross Mendelsohn is committed to professional excellence, collaboration, and long-term growth. This role offers the opportunity to work with sophisticated clients while helping to shape the future of the firm’s tax practice.
Responsibilities
- Manage multiple tax engagements from planning through completion.
- Review and oversee the preparation of complex federal, state, and local tax returns, including individual, business, partnership, S corporation, and C corporation returns.
- Provide technical guidance on tax compliance and planning matters for business and individual clients.
- Research and interpret tax laws to address complex tax issues and identify planning opportunities.
- Develop tax strategies that help clients optimize tax positions while maintaining compliance.
- Ensure accurate and timely preparation and filing of client tax returns through the firm's tax systems.
- Serve as a primary point of contact for assigned tax clients.
- Build and maintain trusted relationships with business owners, executives, high-net-worth individuals, and other client decision-makers.
- Participate in client meetings and tax planning discussions.
- Communicate complex tax matters clearly and professionally.
- Identify opportunities to expand services and support long-term client relationships.
- Work closely with clients throughout the year, not just during tax season.
- Oversee all aspects of tax engagement planning, scheduling, workflow, and budget management.
- Manage engagement teams and delegate responsibilities effectively.
- Ensure projects are completed efficiently while maintaining high standards of quality.
- Monitor engagement progress and proactively address issues affecting deadlines or deliverables.
- Develop and implement proactive tax planning strategies.
- Analyze the tax implications of business transactions, investments, ownership changes, and other significant events.
- Assist clients with estimated tax planning, projections, entity structuring, succession planning, and other tax-related business decisions.
- Research tax law changes and assess their impact on clients.
- Collaborate with accounting, audit, wealth management, and business advisory professionals to provide comprehensive solutions.
- Mentor and develop Seniors, Staff Accountants, and Associates through coaching, training, and ongoing feedback.
- Review staff work and provide timely, constructive technical guidance.
- Support staff growth through knowledge sharing and professional development.
- Participate in recruiting, interviewing, onboarding, performance evaluations, and team development initiatives.
- Foster a collaborative, accountable, and high-performing culture.
- Serve as a resource for staff on technical tax questions and complex engagements.
- Stay current on changes in tax laws, regulations, and compliance requirements.
- Share technical insights and relevant tax updates with colleagues and clients.
- Support firm growth through prospective client meetings, professional organizations, community involvement, and networking.
- Introduce clients to other Gross Mendelsohn service lines when appropriate.
- Demonstrate and promote the firm's Mission, Vision, and Values.
- Use tax software and accounting technology to improve engagement efficiency.
- Identify opportunities to automate repetitive processes and reduce manual work.
- Embrace emerging technologies and AI-enabled tools that improve tax research, preparation, review, and workflow.
- Support initiatives that improve tax processes, efficiency, and the
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Likely they expect we map content to those standard headings where appropriate. The posting includes responsibilities, qualifications, skills, maybe benefits? No explicit benefits, pay, schedule. So we should not create those sections. We should include About the role (summary), Responsibilities (duties), Requirements/Qualifications/Skills (maybe combine). The posting includes technical expertise, ability to manage client relationships, etc. That's qualifications/skills. We'll produce sections: About the role, Responsibilities, Qualifications (or Skills). Use for each.
We need to use - for any list of duties/requirements/benefits, and
for prose.
We must preserve all substantive information, not invent or summarize away detail. Remove boilerplate etc.
We need to extract content.
Let's parse:
First paragraph: "Gross Mendelsohn, one of the Mid-Atlantic’s leading independent audit, tax and advisory firms, is seeking an experienced Tax Principal to join our growing Tax Department. This is a high-profile, client-facing leadership role for professionals who want to lead complex tax work, manage important client relationships, and help grow our Fairfax practice. The Tax Principal will bring strong technical expertise in federal and state taxation, along with the ability to manage client relationships, oversee engagement teams, and deliver thoughtful tax planning strategies. The role includes oversight of tax return preparation and review, engagement management, and mentoring tax staff. The Tax Principal will also serve as a trusted advisor to clients while supporting the firm’s continued growth and commitment to exceptional client service. Recognized with nine Top Workplace awards, Gross Mendelsohn is committed to professional excellence, collaboration, and long-term growth. This role offers the opportunity to work with sophisticated clients while helping to shape the future of the firm’s tax practice."
That's about the role.
Then "What You Will Lead" heading, then sub-sections with bullet-like paragraphs.
We need to turn each bullet into list items.
Let's extract each subsection content:
Under "What You Will Lead":
1. Client Engagement & Technical Tax Leadership
- Manage multiple tax engagements from planning through completion.
- Review and oversee the preparation of complex federal, state, and local tax returns, including individual, business, partnership, S corporation, and C corporation returns.
- Provide technical guidance on tax compliance and planning matters for business and individual clients.
- Research and interpret tax laws to address complex tax issues and identify planning opportunities.
- Develop tax strategies that help clients optimize tax positions while maintaining compliance.
- Ensure accurate and timely preparation and filing of client tax returns through the firm's tax systems.
2. Client Leadership
- Serve as a primary point of contact for assigned tax clients.
- Build and maintain trusted relationships with business owners, executives, high-net-worth individuals, and other client decision-makers.
- Participate in client meetings and tax planning discussions.
- Communicate complex tax matters clearly and professionally.
- Identify opportunities to expand services and support long-term client relationships.
- Work closely with clients throughout the year, not just during tax season.
3. Managing Work and Teams
- Oversee all aspects of tax engagement planning, scheduling, workflow, and budget management.
- Manage engagement teams and delegate responsibilities effectively.
- Ensure projects are completed efficiently while maintaining high standards of quality.
- Monitor engagement progress and proactively address issues affecting deadlines or deliverables.
4. Tax Planning & Advisory
- Develop and implement proactive tax planning strategies.
- Analyze the tax implications of business transactions, investments, ownership changes, and other significant events.
- Assist clients with estimated tax planning, projections, entity structuring, succession planning, and other tax-related business decisions.
- Research tax law changes and assess their impact on clients.
- Collaborate with accounting, audit, wealth management, and business advisory professionals to provide comprehensive solutions.
5. Team Leadership and Development
- Mentor and develop Seniors, Staff Accountants, and Associates through coaching, training, and ongoing feedback.
- Review staff work and provide timely, constructive technical guidance.
- Support staff growth through knowledge sharing and professional development.
- Participate in recruiting, interviewing, onboarding, performance evaluations, and team development initiatives.
- Foster a collaborative, accountable, and high-performing culture.
- Serve as a resource for staff on technical tax questions and complex engagements.
6. Firm Engagement & Professional Development
- Stay current on changes in tax laws, regulations, and compliance requirements.
- Share technical insights and relevant tax updates with colleagues and clients.
- Support firm growth through prospective client meetings, professional organizations, community involvement, and networking.
- Introduce clients to other Gross Mendelsohn service lines when appropriate.
- Demonstrate and promote the firm's Mission, Vision, and Values.
7. Technology & Efficiency
- Use tax software and accounting technology to improve engagement efficiency.
- Identify opportunities to automate repetitive processes and reduce manual work.
- Embrace emerging technologies and AI-enabled tools that improve tax research, preparation, review, and workflow.
- Support initiatives that improve tax processes, efficiency, and the client experience.
Now we need to map to sections.
We could have:
About the role
with paragraph(s) from first part.
Responsibilities
with list items covering duties (maybe combine all bullet points). Could also split into subheadings but we only have h3 for section headings; we could still have nested headings? Not specified. Probably just one Responsibilities section with a list.
Qualifications
or Skills
for technical expertise, ability to manage client relationships, etc. The posting mentions: strong technical expertise in federal and state taxation, ability to manage client relationships, oversee engagement teams, deliver thoughtful tax planning strategies, oversight of tax return preparation and review, engagement management, mentoring tax staff, serve as trusted advisor, etc. Also maybe required experience: experienced Tax Principal. We'll capture those as qualifications.
We should not invent details like years of experience; just preserve what's there.
Thus Qualifications list: strong technical expertise in federal and state taxation; ability to manage client relationships; ability to oversee engagement teams; ability to deliver thoughtful tax planning strategies; oversight of tax return preparation and review; engagement management; mentoring tax staff; serving as trusted advisor to clients; supporting firm's growth and commitment to exceptional client service; opportunity to work with sophisticated clients; helping shape future of firm's tax practice. But many of those are responsibilities. Might be overlapping.
Better to separate: Responsibilities = duties (the bullet list). Qualifications/Skills = required attributes: experienced Tax Principal, strong technical expertise in federal and state taxation, ability to manage client relationships, oversee engagement teams, deliver thoughtful tax planning strategies, etc. Also maybe "recognized with nine Top Workplace awards" is firm info not qualification.
We'll produce Qualifications section with list items.
We must not include Benefits, Pay, Schedule sections as not present.
Now produce HTML.
We need to ensure we only output HTML fragment, no markdown fences.
Let's craft:
About the role
Gross Mendelsohn, one of the Mid-Atlantic’s leading independent audit, tax and advisory firms, is seeking an experienced Tax Principal to join our growing Tax Department. This is a high-profile, client-facing leadership role for professionals who want to lead complex tax work, manage important client relationships, and help grow our Fairfax practice. The Tax Principal will bring strong technical expertise in federal and state taxation, along with the ability to manage client relationships, oversee engagement teams, and deliver thoughtful tax planning strategies. The role includes oversight of tax return preparation and review, engagement management, and mentoring tax staff. The Tax Principal will also serve as a trusted advisor to clients while supporting the firm’s continued growth and commitment to exceptional client service. Recognized with nine Top Workplace awards, Gross Mendelsohn is committed to professional excellence, collaboration, and long-term growth. This role offers the opportunity to work with sophisticated clients while helping to shape the future of the firm’s tax practice.
Responsibilities
- Manage multiple tax engagements from planning through completion.
- Review and oversee the preparation of complex federal, state, and local tax returns, including individual, business, partnership, S corporation, and C corporation returns.
- Provide technical guidance on tax compliance and planning matters for business and individual clients.
- Research and interpret tax laws to address complex tax issues and identify planning opportunities.
- Develop tax strategies that help clients optimize tax positions while maintaining compliance.
- Ensure accurate and timely preparation and filing of client tax returns through the firm's tax systems.
- Serve as a primary point of contact for assigned tax clients.
- Build and maintain trusted relationships with business owners, executives, high-net-worth individuals, and other client decision-makers.
- Participate in client meetings and tax planning discussions.
- Communicate complex tax matters clearly and professionally.
- Identify opportunities to expand services and support long-term client relationships.
- Work closely with clients throughout the year, not just during tax season.
- Oversee all aspects of tax engagement planning, scheduling, workflow, and budget management.
- Manage engagement teams and delegate responsibilities effectively.
- Ensure projects are completed efficiently while maintaining high standards of quality.
- Monitor engagement progress and proactively address issues affecting deadlines or deliverables.
- Develop and implement proactive tax planning strategies.
- Analyze the tax implications of business transactions, investments, ownership changes, and other significant events.
- Assist clients with estimated tax planning, projections, entity structuring, succession planning, and other tax-related business decisions.
- Research tax law changes and assess their impact on clients.
- Collaborate with accounting, audit, wealth management, and business advisory professionals to provide comprehensive solutions.
- Mentor and develop Seniors, Staff Accountants, and Associates through coaching, training, and ongoing feedback.
- Review staff work and provide timely, constructive technical guidance.
- Support staff growth through knowledge sharing and professional development.
- Participate in recruiting, interviewing, onboarding, performance evaluations, and team development initiatives.
- Foster a collaborative, accountable, and high-performing culture.
- Serve as a resource for staff on technical tax questions and complex engagements.
- Stay current on changes in tax laws, regulations, and compliance requirements.
- Share technical insights and relevant tax updates with colleagues and clients.
- Support firm growth through prospective client meetings, professional organizations, community involvement, and networking.
- Introduce clients to other Gross Mendelsohn service lines when appropriate.
- Demonstrate and promote the firm's Mission, Vision, and Values.
- Use tax software and accounting technology to improve engagement efficiency.
- Identify opportunities to automate repetitive processes and reduce manual work.
- Embrace emerging technologies and AI-enabled tools that improve tax research, preparation, review, and workflow.
- Support initiatives that improve tax processes, efficiency, and the
- for any list of duties/requirements/benefits, and
for prose. We must preserve all substantive information, not invent or summarize away detail. Remove boilerplate etc. We need to extract content. Let's parse: First paragraph: "Gross Mendelsohn, one of the Mid-Atlantic’s leading independent audit, tax and advisory firms, is seeking an experienced Tax Principal to join our growing Tax Department. This is a high-profile, client-facing leadership role for professionals who want to lead complex tax work, manage important client relationships, and help grow our Fairfax practice. The Tax Principal will bring strong technical expertise in federal and state taxation, along with the ability to manage client relationships, oversee engagement teams, and deliver thoughtful tax planning strategies. The role includes oversight of tax return preparation and review, engagement management, and mentoring tax staff. The Tax Principal will also serve as a trusted advisor to clients while supporting the firm’s continued growth and commitment to exceptional client service. Recognized with nine Top Workplace awards, Gross Mendelsohn is committed to professional excellence, collaboration, and long-term growth. This role offers the opportunity to work with sophisticated clients while helping to shape the future of the firm’s tax practice." That's about the role. Then "What You Will Lead" heading, then sub-sections with bullet-like paragraphs. We need to turn each bullet into list items. Let's extract each subsection content: Under "What You Will Lead": 1. Client Engagement & Technical Tax Leadership - Manage multiple tax engagements from planning through completion. - Review and oversee the preparation of complex federal, state, and local tax returns, including individual, business, partnership, S corporation, and C corporation returns. - Provide technical guidance on tax compliance and planning matters for business and individual clients. - Research and interpret tax laws to address complex tax issues and identify planning opportunities. - Develop tax strategies that help clients optimize tax positions while maintaining compliance. - Ensure accurate and timely preparation and filing of client tax returns through the firm's tax systems. 2. Client Leadership - Serve as a primary point of contact for assigned tax clients. - Build and maintain trusted relationships with business owners, executives, high-net-worth individuals, and other client decision-makers. - Participate in client meetings and tax planning discussions. - Communicate complex tax matters clearly and professionally. - Identify opportunities to expand services and support long-term client relationships. - Work closely with clients throughout the year, not just during tax season. 3. Managing Work and Teams - Oversee all aspects of tax engagement planning, scheduling, workflow, and budget management. - Manage engagement teams and delegate responsibilities effectively. - Ensure projects are completed efficiently while maintaining high standards of quality. - Monitor engagement progress and proactively address issues affecting deadlines or deliverables. 4. Tax Planning & Advisory - Develop and implement proactive tax planning strategies. - Analyze the tax implications of business transactions, investments, ownership changes, and other significant events. - Assist clients with estimated tax planning, projections, entity structuring, succession planning, and other tax-related business decisions. - Research tax law changes and assess their impact on clients. - Collaborate with accounting, audit, wealth management, and business advisory professionals to provide comprehensive solutions. 5. Team Leadership and Development - Mentor and develop Seniors, Staff Accountants, and Associates through coaching, training, and ongoing feedback. - Review staff work and provide timely, constructive technical guidance. - Support staff growth through knowledge sharing and professional development. - Participate in recruiting, interviewing, onboarding, performance evaluations, and team development initiatives. - Foster a collaborative, accountable, and high-performing culture. - Serve as a resource for staff on technical tax questions and complex engagements. 6. Firm Engagement & Professional Development - Stay current on changes in tax laws, regulations, and compliance requirements. - Share technical insights and relevant tax updates with colleagues and clients. - Support firm growth through prospective client meetings, professional organizations, community involvement, and networking. - Introduce clients to other Gross Mendelsohn service lines when appropriate. - Demonstrate and promote the firm's Mission, Vision, and Values. 7. Technology & Efficiency - Use tax software and accounting technology to improve engagement efficiency. - Identify opportunities to automate repetitive processes and reduce manual work. - Embrace emerging technologies and AI-enabled tools that improve tax research, preparation, review, and workflow. - Support initiatives that improve tax processes, efficiency, and the client experience. Now we need to map to sections. We could have:
About the role
with paragraph(s) from first part.Responsibilities
with list items covering duties (maybe combine all bullet points). Could also split into subheadings but we only have h3 for section headings; we could still have nested headings? Not specified. Probably just one Responsibilities section with a list.Qualifications
orSkills
for technical expertise, ability to manage client relationships, etc. The posting mentions: strong technical expertise in federal and state taxation, ability to manage client relationships, oversee engagement teams, deliver thoughtful tax planning strategies, oversight of tax return preparation and review, engagement management, mentoring tax staff, serve as trusted advisor, etc. Also maybe required experience: experienced Tax Principal. We'll capture those as qualifications. We should not invent details like years of experience; just preserve what's there. Thus Qualifications list: strong technical expertise in federal and state taxation; ability to manage client relationships; ability to oversee engagement teams; ability to deliver thoughtful tax planning strategies; oversight of tax return preparation and review; engagement management; mentoring tax staff; serving as trusted advisor to clients; supporting firm's growth and commitment to exceptional client service; opportunity to work with sophisticated clients; helping shape future of firm's tax practice. But many of those are responsibilities. Might be overlapping. Better to separate: Responsibilities = duties (the bullet list). Qualifications/Skills = required attributes: experienced Tax Principal, strong technical expertise in federal and state taxation, ability to manage client relationships, oversee engagement teams, deliver thoughtful tax planning strategies, etc. Also maybe "recognized with nine Top Workplace awards" is firm info not qualification. We'll produce Qualifications section with list items. We must not include Benefits, Pay, Schedule sections as not present. Now produce HTML. We need to ensure we only output HTML fragment, no markdown fences. Let's craft:About the role
Gross Mendelsohn, one of the Mid-Atlantic’s leading independent audit, tax and advisory firms, is seeking an experienced Tax Principal to join our growing Tax Department. This is a high-profile, client-facing leadership role for professionals who want to lead complex tax work, manage important client relationships, and help grow our Fairfax practice. The Tax Principal will bring strong technical expertise in federal and state taxation, along with the ability to manage client relationships, oversee engagement teams, and deliver thoughtful tax planning strategies. The role includes oversight of tax return preparation and review, engagement management, and mentoring tax staff. The Tax Principal will also serve as a trusted advisor to clients while supporting the firm’s continued growth and commitment to exceptional client service. Recognized with nine Top Workplace awards, Gross Mendelsohn is committed to professional excellence, collaboration, and long-term growth. This role offers the opportunity to work with sophisticated clients while helping to shape the future of the firm’s tax practice.
Responsibilities
- Manage multiple tax engagements from planning through completion.
- Review and oversee the preparation of complex federal, state, and local tax returns, including individual, business, partnership, S corporation, and C corporation returns.
- Provide technical guidance on tax compliance and planning matters for business and individual clients.
- Research and interpret tax laws to address complex tax issues and identify planning opportunities.
- Develop tax strategies that help clients optimize tax positions while maintaining compliance.
- Ensure accurate and timely preparation and filing of client tax returns through the firm's tax systems.
- Serve as a primary point of contact for assigned tax clients.
- Build and maintain trusted relationships with business owners, executives, high-net-worth individuals, and other client decision-makers.
- Participate in client meetings and tax planning discussions.
- Communicate complex tax matters clearly and professionally.
- Identify opportunities to expand services and support long-term client relationships.
- Work closely with clients throughout the year, not just during tax season.
- Oversee all aspects of tax engagement planning, scheduling, workflow, and budget management.
- Manage engagement teams and delegate responsibilities effectively.
- Ensure projects are completed efficiently while maintaining high standards of quality.
- Monitor engagement progress and proactively address issues affecting deadlines or deliverables.
- Develop and implement proactive tax planning strategies.
- Analyze the tax implications of business transactions, investments, ownership changes, and other significant events.
- Assist clients with estimated tax planning, projections, entity structuring, succession planning, and other tax-related business decisions.
- Research tax law changes and assess their impact on clients.
- Collaborate with accounting, audit, wealth management, and business advisory professionals to provide comprehensive solutions.
- Mentor and develop Seniors, Staff Accountants, and Associates through coaching, training, and ongoing feedback.
- Review staff work and provide timely, constructive technical guidance.
- Support staff growth through knowledge sharing and professional development.
- Participate in recruiting, interviewing, onboarding, performance evaluations, and team development initiatives.
- Foster a collaborative, accountable, and high-performing culture.
- Serve as a resource for staff on technical tax questions and complex engagements.
- Stay current on changes in tax laws, regulations, and compliance requirements.
- Share technical insights and relevant tax updates with colleagues and clients.
- Support firm growth through prospective client meetings, professional organizations, community involvement, and networking.
- Introduce clients to other Gross Mendelsohn service lines when appropriate.
- Demonstrate and promote the firm's Mission, Vision, and Values.
- Use tax software and accounting technology to improve engagement efficiency.
- Identify opportunities to automate repetitive processes and reduce manual work.
- Embrace emerging technologies and AI-enabled tools that improve tax research, preparation, review, and workflow.
- Support initiatives that improve tax processes, efficiency, and the