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Tax Principal

Job in Cleveland, Cuyahoga County, Ohio, 44101, USA
Listing for: Wertz & Associates
Full Time position
Listed on 2026-07-26
Job specializations:
  • Finance & Banking
    BD Manager, Tax Advisor
Salary/Wage Range or Industry Benchmark: 180000 - 250000 USD Yearly USD 180000.00 250000.00 YEAR
Job Description & How to Apply Below

Tax Principal Real Estate & Construction Tax | Practice Leadership | Business Development | Future Firm Leadership

Compensation: $180,000–$250,000 Base + Performance Bonus + Leadership Opportunity
(Exceptional candidates with significant real estate or construction industry expertise, established client relationships, or proven business-development capabilities may be considered above the posted compensation range.)

Location: Cleveland / Sheffield Village, Ohio (Hybrid Flexibility Available)

Our client, a highly respected and growth-focused public accounting and advisory firm, is seeking an experienced Tax Principal to play a key leadership role in the continued expansion of its tax practice.

This is not simply another senior tax leadership position.

This is an opportunity to become one of the key drivers of a thriving firm known for exceptional client service, deep advisory relationships, and a commitment to developing both its clients and its people.

The ideal candidate will bring strong technical tax expertise, proven leadership abilities, and a passion for building relationships. This individual will serve as a trusted advisor to business owners, real estate investors, developers, construction companies, entrepreneurs, and high-net-worth families while helping shape the firm's future growth strategy.

If you're looking for a seat at the leadership table, influence over firm direction, and the opportunity to expand an already successful practice, we'd welcome a confidential conversation.

Why This Opportunity Stands Out
  • $180,000–$250,000 base salary
  • Performance-based bonus program
  • Significant leadership visibility and influence
  • Opportunity to further expand a thriving Real Estate & Construction practice
  • Established client relationships and referral networks
  • Sophisticated tax planning and consulting engagements
  • Meaningful business development opportunities
  • Collaborative and entrepreneurial leadership team
  • Hybrid work flexibility
  • Outstanding long-term career upside

Exceptional candidates with significant real estate or construction industry expertise, established client relationships, or proven business-development capabilities may be considered above the posted compensation range.

The Opportunity

As a Tax Principal, you'll serve as a strategic advisor, business builder, mentor, and firm leader.

You'll partner closely with business owners, investors, executives, family groups, developers, and closely held companies to help them navigate complex tax challenges, capitalize on opportunities, and achieve long-term financial success.

This role combines:

  • Advanced Tax Planning & Strategy
  • Real Estate & Construction Expertise
  • Client Advisory Services
  • Practice Leadership
  • Team Development & Mentorship
  • Business Development
  • Firm Growth & Strategic Initiatives
Key Responsibilities Strategic Tax Advisory
  • Lead sophisticated tax planning engagements for real estate developers, construction companies, closely held businesses, investors, and high-net-worth individuals
  • Review complex corporate, partnership, individual, fiduciary, and pass-through entity tax returns
  • Develop proactive tax strategies designed to maximize client outcomes
  • Advise clients on business transactions, succession planning, estate planning, and wealth preservation strategies
  • Monitor tax legislation and communicate planning opportunities to clients and internal teams
Client Relationship Leadership
  • Serve as a trusted advisor for key client relationships
  • Partner with business owners and executives on critical financial and tax decisions
  • Deliver exceptional client service through responsiveness, accessibility, and practical advice
  • Identify opportunities to expand existing client relationships and service offerings
Team Leadership & Development
  • Mentor, coach, and develop managers, seniors, and staff professionals
  • Help build a high-performance team culture focused on collaboration and accountability
  • Support recruiting, training, and retention initiatives
  • Promote technical excellence and professional growth throughout the organization
Practice Growth
  • Actively participate in networking and business development initiatives
  • Develop referral relationships with attorneys, bankers, wealth advisors,…
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