Tax Principal

Position Summary

THE FOCUS IS YOU: 

As a Tax Principal, you will assume a strategic leadership role, driving the growth and excellence of our tax practice. You will provide visionary guidance, manage high-level client relationships, and shape innovative tax strategies. Your extensive experience in tax advisory, team leadership, and business development will play a pivotal role in elevating our firm's reputation as a premier tax service provider.

WHAT YOU WILL DO

Essential functions

Tax Strategy and Engagement Oversight:

Develop cutting-edge tax planning strategies that leverage industry insights and regulatory expertise Provide visionary insights in areas such as tax optimization, risk management, and emerging tax trends Review and oversee the preparation of tax returns to ensure accuracy, compliance with regulations, and adherence to internal quality control standards Keep track of and manage tax filing deadlines, extensions, and other compliance requirements to avoid penalties and ensure timely submissions Monitor engagement progress, budgets, and deadlines, making strategic adjustments as required

Research and Analysis:

Stay abreast of evolving tax laws, regulations, and industry developments, applying this knowledge to client engagements and internal training initiatives Lead tax research efforts to address client inquiries, resolve complex tax issues, and guide decision-making

Client Communication:

Foster and nurture high-level client relationships, serving as a trusted advisor for complex tax matters Lead client meetings, understand their financial objectives, and develop tailored tax strategies that align with their goals

Team Collaboration:

Lead, inspire, and mentor a team of seasoned tax professionals, encouraging a culture of collaboration, growth, and excellence Provide guidance, continuous learning opportunities, and support to facilitate the team's professional advancement

Process Improvement and Innovation:

Lead process improvement initiatives to enhance tax workflows, methodologies, and quality control procedures Shape and execute the tax practice's strategic vision, aligning with the firm's broader goals Implement innovations that improve efficiency, accuracy, and client satisfaction

Strategic Business Development

Drive the firm's business development efforts by identifying new opportunities, nurturing client leads, and expanding service offerings Play a key role in proposal development, client presentations, and strategic partnership initiatives Collaborate with executive leadership to drive projects that enhance the firm's market presence and competitive edge Oversee the financial performance of the tax practice, including revenue generation, budgeting, and profitability analysis

Financial Management 

Collaborate with finance teams to ensure financial objectives are met while maintaining high-quality service delivery

WHAT WE ARE LOOKING FOR

Required education and experience

Bachelor's degree in Accounting, Finance, or related field Minumum of 10+ years of progressive tax leadership experience in a CPA firm or related professional service environment  15+ years of relevant experience CPA License Responsible for completing minimum CPE credit requirements Specific positions may require additional industry or specialization certifications

Preferred education and experience

Advanced degree (Master's) or additional relevant certifications

Additional eligibility requirements

Other duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

WHAT WE OFFER

Great Culture | Team-like culture of a small office with the benefits of a large firm Competitive Compensation | Based on the role, credentials, and experience Comprehensive Benefits | We offer group health insurance, dental, vision, 401K, PTO

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