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.
Responsibilities
- Tax Strategy and Engagement Oversight
- Develop cutting‑edge tax planning strategies leveraging industry insights and regulatory expertise.
- Provide visionary insights in tax optimization, risk management, and emerging tax trends.
- Review and oversee the preparation of tax returns to ensure accuracy, compliance, 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 initiatives.
- Managing Director Initiatives
- Collaborate with executive leadership to drive projects that enhance the firm's market presence and competitive edge.
- Supervisory Responsibilities
- 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
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.
- Advanced degree (Master’s) or additional relevant certifications.
- Juris Doctor (JD) degree for specialty positions.
Software
- CCH Prosystem FX
- Axcess Tax
- Axcess Document
- Axcess Workstream
- Thomson Reuters Fixed Assets CS
- Checkpoint for Tax Research
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.
Compensation & Benefits
- Positive work environment: collaborative and supportive work environment where teamwork is valued.
- Attractive compensation packages: competitive and tailored to reflect the role, qualifications, and expertise of each individual.
- Comprehensive benefit package: group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off allowances.