Tax Principal

About the role

The Tax Principal position at Morling and Company is an opportunity for someone with a passion for tax matters and a desire to lead and shape the future of the firm. The role is ideal for a manager with experience in tax matters and a commitment to excellence.

Responsibilities

• Oversee the planning and scheduling of tax engagements.
• Address complex tax issues and ensure high-quality work products.
• Provide business advice and develop tax strategies for privately held businesses and their owners.
• Calculate and analyze proprietary tax strategies.
• Collaborate with firm partners on business and tax planning strategies.
• Manage a client portfolio, ensuring their needs are met with precision and care.
• Mentor and provide feedback to tax staff, fostering their professional development.

Requirements and Qualifications

• Bachelor's degree in Accounting, Finance, or a related field (Master's degree in Taxation preferred).
• CPA or EA designation.
• Experience in a managerial role.
• Proficiency in corporate, individual, and/or partnership taxation.
• Strong organizational skills and the ability to communicate effectively with financially sophisticated clients.
• Must be local to the Bay Area.

Personal Attributes

• Commitment to excellence and clear communication.
• Team-oriented, capable of contributing to a strong, lean, and performance-driven culture.
• Able to work with a diverse range of individuals and skill sets at both detailed and strategic levels.
• Strong written and oral communication skills, comfortable with public presentations.

Benefits

• Remote/Hybrid options available.
• Partnership track.
• Competitive salary range from $170,000 to $200,000.
• Comprehensive benefits package, including 401K with company match.
• Generous PTO and holidays.