Tax Principal

📋 Description

• Serve as trusted advisor to clients with proactive tax planning, consulting, and compliance.
• Review and advise on complex tax engagements: individuals, partnerships, corporate, fiduciary.
• Develop and maintain executive-level client relationships; identify opportunities.
• Lead multiple client engagements; ensure quality, profitability, on-time delivery.
• Collaborate with Partners on strategic growth, practice development, and market expansion.
• Drive business development via networking, referrals, speaking engagements, and client management.

🎯 Requirements

• Bachelor’s or Master’s degree in Accounting.
• Active CPA license.
• 12+ years of progressive tax experience in public accounting.
• Proficiency in tax software (CCH Axcess) and MS Office; oversee complex engagements.
• Extensive knowledge of federal, state, and local tax regulations.
• Experience supervising, training, and reviewing staff and senior associates.