Tax Principal: Client & Strategy Leader

Assurance, Tax & Wealth Management Brookfield,Wisconsin

Team members at Sikich have a lot in common while also being part of a rich and varied group of contributors, creating a distinct and thriving culture. Chief among our commonalities is a desire for growth and a shared unity of purpose in our professional lives. We believe that through different perspectives, challenging the status quo and rewarding action, we accelerate innovation and drive growth – for our clients, for ourselves and for our communities.

The professional services landscape continues to evolve. For Sikich, this means we have an opportunity to further cement our leadership position in this industry and continue to grow our organization in increasingly exciting ways. This growth is meaningful for every team member at our company because larger companies simply see more interesting client opportunities and can attract impressively talented individuals like you.

Through a dedicated focus on key business priorities and intentionally creating a rewarding employee experience, Sikich has developed into a highly regarded provider of professional services and a sought-after employer of choice.

Do you want to work with other skilled practitioners and serve clients in a way that makes a difference? Are you seeking a supportive environment backed by a deep and extensive set of skillsets? Are you ready to make an impact and be acknowledged for your contributions? If you answered yes to these questions, we see a mutually beneficial and gratifying relationship on the horizon!

Are you ready to grow with us?

Position Summary

Reporting to the Managing Principal, the Principal will ….

What will you do in this role?

• Serve as the primary point of contact for key clients, fostering long-term relationships.
• Understand client needs and translate them into actionable strategies and solutions.
• Manage client expectations, resolve escalations, and ensure consistent value delivery.
• Conduct executive-level presentations and facilitate strategic discussions.
• Develop and execute account strategies to increase revenue and client impact.
• Oversee engagement profitability, resource utilization, and overall client portfolio health.

What do you need to succeed in this role?

• BA/BS degree in a relevant field, required, master’s degree, preferred
• Ten (10) plus years of experience in professional services, consulting, or a related field, required
• CPA certification, required for accounting Principals; and other relevant industry certifications, preferred
• Proven track record of leading client engagements and business development
• Recognized expertise in working with private equity backed portfolio companies
• Deep understanding of professional services delivery models and client lifecycle
• Experience in managing engagement budgets, expenses, and performance management
• Ability to articulate complex financial data and review significant findings
• Outstanding communication and interpersonal skills, including ability to collaborate, influence, negotiate, and effectively coach employees and managers
• Familiarity with industry trends, regulatory environments, and competitive landscapes
• Exceptional leadership and team management capabilities
• Strong business acumen and strategic thinking
• Proven capability to engage senior stakeholders and facilitate consensus effectively
• Demonstrated capacity to develop innovative solutions tailored to the unique challenges presented by individual clients
• High integrity and moral character; committed to following quality control standards

In compliance with this state’s pay transparency laws, the base compensation range (25%-50%-75%) for this role is $250,567- $322,491-$394,415 . This is not a guarantee of compensation or salary, as final offer amount may vary…