Tax Lead Principal Manager

• gHealth, dental, vision, disability, and life insuranc
• eHealth Savings Account (HSA) and Flexible Spending Account (FSA
  )Employee Assistance Program (EAP
  )Bonus opportunitie
• sContinuing education and professional development suppor
• tReasonable work hours during busy tax seasons and a collaborative, team-oriented environmen

ewWe We are seeking an experienced tax leader and strategic advisor to guide both clients and internal teams while helping drive the growth and success of the firm. This role combines deep technical tax expertise with leadership, business development, and operational oversight. The ideal candidate will serve as a trusted advisor to clients, mentor and develop staff, and collaborate across accounting, tax, and financial planning teams to deliver comprehensive solution

• iesLead and review complex tax engagements for individuals, businesses, trusts, and esta
• tes Serve as a strategic advisor by identifying tax planning opportunities and helping clients make informed financial decisi
• ons Collaborate with accounting and financial planning professionals to provide integrated client soluti
• ons Oversee tax operations, quality standards, workflow management, and staff coordinat
• ion Mentor, coach, and develop team members through training, feedback, and technical guida
• nce Identify and pursue business development opportunities through networking, referrals, and relationship build
• ing Manage workload distribution, project deadlines, and office operati
• ons Represent clients before tax authorities regarding audits, notices, and compliance matt
• ersStay current on tax laws, regulations, and emerging planning opportunit
• ies Support leadership initiatives and contribute to firm-wide growth and collaborat

• ions Bachelor’s degree in Accounting or related field required;
  Master’s degree prefe
• rredCPA or EA certification required (or pending with advanced related educat
• ion)10+ years of progressive public accounting experience with leadership responsibili
• ties Advanced knowledge of individual, business, trust, and estate taxa
• tion Strong understanding of GAAP, federal tax law, and multi-state tax regulat
• ions Proven experience managing client relationships, mentoring staff, and developing business opportuni
• ties Experience with tax software platforms such as CCH Axcess and Engagement prefe
• rred Strong communication, leadership, and project management sk

• edule
  
  Full-time pos
• ition
  
  Monday–Friday, 8:00 AM – 4:
• 30 PMIn-office with the flexibility to work remotely one to two days per week during non-peak se