Tax Principal – Small Business Advisory

• Develop and manage client relationships and identify new business opportunities
• Work with the engagement team to service clients in multiple industries
• Perform tax compliance, research, correspondence, and planning
• Develop an understanding of clients' businesses and industries
• Review and prepare clear and concise working papers
• Analyze issues of diverse scope and evaluate business trends
• Develop effective working relationships with internal and external clients
• Assist with client development and retention, including cross-selling services
• Assist clients with budgeting, cash flow projections, tax planning, and sales tax projects
• Deliver projects and engagements on time, within budget, and to client satisfaction
• Lead, train, and mentor staff, including overseeing client engagements and providing evaluative feedback

• A minimum of a bachelor's degree in accounting
• CPA certification or EA certification
• A minimum of seven years of relevant recent CPA firm experience
• Proven ability to provide mentoring and leadership to team
• Proven ability to develop and sustain business relationships for the purpose of increasing the firm's client base
• Proficiency with Microsoft Office Suite, including Teams and Outlook
• Willingness and ability to travel as needed
• Ability to work additional hours during peak times

Demonstrates expertise in tax compliance, planning, and client relationship management, with a strong focus on mentoring and leading teams to deliver high-quality services. Proficient in analyzing business trends and developing effective strategies for client retention and growth.

• CPA Certification
• Tax Compliance
• Client Relationship Management
• Mentoring and Leadership
• Microsoft Office Suite Proficiency

• Tax Planning
• Budgeting
• Cash Flow Projections
• Sales Tax Projects
• Business Analysis
• Working Paper Preparation
• Client Engagement Oversight

• Effective Communication
• Team Leadership
• Relationship Building

• CPA Certification
• EA Certification

• Client Development
• Business Opportunities
• Cross-Selling Services
• Client Retention
• CPA Firm Experience

• Microsoft Teams
• Microsoft Outlook