Tax Principal

Tax Principal page is loaded## Tax Principal locations:
Wayland, MAtime type:
Full time posted on:
Posted Yesterday job requisition :
JR101217#
** JOB SUMMARY
** 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.#

** JOB DESCRIPTION
** 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, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.#
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