Tax Principal

Experience: Manager
Salary: $220,000 - $250,000 per year

We are seeking a Tax Director to join our team as part of our long-term succession planning strategy tied to upcoming leadership retirements. This role offers broad exposure across both tax and accounting functions, along with significant client and engagement leadership responsibilities.

• Lead compilation and review engagements, including oversight of financial statement preparation
• Manage tax planning and compliance for individual, corporate, and partnership clients
• Perform financial reporting and analysis to support client decision-making
• Research and resolve complex accounting and tax matters
• Oversee engagement planning, risk assessment, and client relationship management

• 10+ years of progressive experience in public accounting and private industry (tax and accounting)
• Strong experience with compilation and review engagements
• CPA license
• Master’s degree in Accounting, Taxation, or related field preferred

Our team brings decades of experience in listening, planning, and delivering honest guidance to our clients. From investment management and retirement planning for individuals, to tax full cycle accounting for businesses, we work closely with you to create a tailored plan that meets your needs today and prepares you for the future. We begin by understanding your unique financial goals and needs.

Through a detailed portfolio analysis and a thorough risk profile assessment, we craft a personalized strategy.

• Best Place to Work for 9 consecutive years!
• Recognized for excellent culture!
• 5.5 weeks PTO!
• Health Insurance cost covered by employer
• Top 100 recognition
• 20%+ YOY growth for the last two years!
• Flexible schedule!