Tax Principal

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 that leverage industry insights and regulatory expertise

• Provide visionary insights in areas such as tax optimization, risk management, and emerging tax trends

• Review and oversee the preparation of tax returns to ensure accuracy, compliance with regulations, 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 Managing Director initiatives

• Collaborate with executive leadership to drive projects that enhance the firm’s market presence and competitive edge

Supervisory responsibilities

• Will supervise subordinate team members

Work environment

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

Physical demands

• 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 required

• Travel may be frequent and unpredictable, depending on client's needs

Required education and experience

• 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

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

Preferred education and experience

• Advanced degree (Master's) or additional relevant certifications

• Juris Doctor (JD) degree for specialty positions

Other duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities,…