Tax Principal

📋 Description

• Serve as a trusted advisor to clients with proactive tax planning and compliance.
• Review and advise on complex tax engagements for individuals, partnerships, and corporations.
• Develop and maintain executive-level client relationships and growth opportunities.
• Lead multiple client engagements, ensuring quality, profitability, and timely delivery.
• Collaborate with partners on growth initiatives, practice development, and expansion.
• Drive business development via networking, referrals, and client relations.
• Mentor and develop tax professionals, fostering collaboration and accountability.
• Stay current on federal, state, and local tax developments and share implications.
• Participate in firm leadership on recruiting, retention, succession, and operations.
• Help shape practice direction by identifying opportunities and client needs.
• Lead client presentations, executive meetings, and proposal discussions.
• Monitor engagement economics, including budgeting, billing, and collections.

🎯 Requirements

• Bachelor's or Master's degree in Accounting
• Active CPA license
• 12+ years of tax experience in public accounting
• Expertise across corporate, partnership, individual, fiduciary, and state/local tax
• CCH Axcess and Microsoft Office proficiency
• Supervising and developing staff and seniors

🎁 Benefits

• Training, mentoring, and staff development
• Entrepreneurial culture focused on inclusion
• Relationships-based focus to make a difference
• Collaborative, high-performing team environment