Tax Principal

Job Summary

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.

• Tax Strategy and Engagement Oversight
  • Develop cutting‑edge tax planning strategies leveraging industry insights and regulatory expertise.
  • Provide visionary insights in tax optimization, risk management, and emerging tax trends.
  • Review and oversee the preparation of tax returns to ensure accuracy, compliance, and adherence to internal quality control standards.
  • Monitor and manage tax filing deadlines, extensions, and other compliance requirements to avoid penalties and ensure timely submissions.
  • Manage 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.
  • Provide expert guidance on complex tax scenarios, research inquiries, and emerging compliance trends.
• 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 initiatives.
• Managing Director Initiatives
  • Collaborate with executive leadership to drive projects that enhance the firm's market presence and competitive edge.
• Supervisory Responsibilities
  • Supervise subordinate team members.

Work is conducted in a professional office environment with minimal distractions.

• Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time.
• Must be able to lift to 15 pounds at a time.

Travel may be frequent and unpredictable, depending on client’s needs.

• Bachelor’s degree in accounting, finance, or a related field.
• 10+ years of relevant experience.
• 8+ years of progressive tax leadership experience in a CPA firm or related professional service environment.
• CPA license.
• Responsible for completing the minimum CPE credit requirement.
• Specific positions may require additional industry or specialization certifications.
• Advanced degree (Master’s) or additional relevant certifications.
• Juris Doctor (JD) degree for specialty positions.

• CCH Prosystem FX
• Axcess Tax
• Axcess Document
• Axcess Workstream
• Thomson Reuters Fixed Assets CS
• Checkpoint for Tax Research

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 colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.

• Positive work environment: collaborative and supportive work environment where teamwork is valued.
• Attractive compensation packages: competitive and tailored to reflect the role, qualifications, and expertise of each individual.
• Comprehensive benefit package: group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off allowances.