Tax Principal

Tax Principal

$200,000 - $300,000/year

HBK is a growing Top 50 accounting firm according to Accounting Today magazine and a Top 100 registered investment advisory according to Financial Advisor Magazine. Our hundreds of collaborating professionals have created and fostered thousands of close, caring, supportive client relationships.

Growth requires talent, so we continue to seek capable, dedicated professionals in all aspects of financial services. We want you to excel in your career as part of a dynamic team, and we provide the support and resources to help you succeed.

We are entrepreneurs working with entrepreneurs, owners working with people who are owners of small and mid‑size businesses, the heartbeat of our country. We are more consultants than number crunchers, an influence in our communities as well as our clients and their finances. When we go home at night, we know we’ve made something happen for our clients. If you want a career that is all about helping people, you’re the kind of person we’re looking for.

• Current Partner/Principal, Senior Manager, or Director who aspires to become, and possesses the skillset to be, a Principal of a Top 50 Public Accounting Firm.
• Strong interpersonal communication, and leadership skills.
• Working knowledge of various accounting software.
• Excellent time management skills and the ability to work effectively with all internal teams and clients.
• CPA or law degree required.
• Proven skill and experience in practice development.

• Assume overall responsibility for all engagements, staffing assignments and workflow within his or her group. This includes reviewing and signing all work before submitting it to clients.
• Display the highest degree of technical and professional competence. Demonstrate the ability to analyze financial data and draw reasonable conclusions. Display the ability to make sound business decisions.
• Maintain open communication with all members of the firm to ensure clients are served and staff are utilized in the most effective manner.
• Assume overall responsibility for all staff assigned to his or her group, including overseeing the semi‑annual performance review process.
• Prepare client billings and monitor and collect receivables.
• Develop policies and procedures to increase productivity and fees without loss of morale or motivation.
• Be able to get to a client’s office and bring the documents and equipment necessary to conduct work, as needed.
• Follow firm procedures and comply with firm policies as outlined in the Human Resource Manual.
• Enhance existing client relationships and actively seek to develop new relationships with potential clients and referral sources.
• Keep the firm name before the public through speaking engagements, community involvement and participation in business, civic and professional activities. Have knowledge of all services rendered by the firm.
• Demonstrate a career‑long commitment to the firm.
• Know the history of the firm and be familiar with the services that HBK provides.
• Participate in marketing and business development training sessions.
• Develop positive relationships with clients during phone conversations. Develop name recognition with clients and their personnel.
• Join at least one community, civic or business organization or trade organization.
• Participate in firm activities such as training and recruiting.
• Demonstrate a positive marketing attitude and take an active interest in other HBK team members’ marketing activities. Continue to strive for more.
• Become familiar with services provided and specialties of HBK team members.
• Become familiar with clients’ names and industries.
• Promote the firm while working at clients’ offices and while out in the community.
• While working at clients, be aware of any areas for possible expansion of services.
• Take staff, seniors, supervisors, and/or managers to prospective client meetings.
• Identify and develop areas of specialty and expertise.
• Develop relationships with client personnel that you work with and others at your level. Show an interest in their businesses, hobbies, family, etc.
• Call two clients each month, or a minimum of twelve calls per year, to keep in…