Tax Principal

Job Description

Withum's Tax Services Group is a team of tax specialists who ensure tax reporting obligations are met accurately and timely, and help minimize or defer taxes. Their services include Business, Individual, State & Local tax, R&D Tax Credit, International, and Private Client services.

This Tax Principal role will be based in our Houston, TX office. You will work alongside an integrated team of seasoned CPAs and industry leaders. The position involves building and leading a team, serving as a strategic leader and tactical manager of market strategy, services, and support. You will collaborate with regional, industry, and national leadership to create prioritized Tax account coverage in designated geographic markets, coordinate with firm resources to develop and execute a national market growth strategy, and ensure the team has the services, strategy, training, and resources to meet growth objectives. You will understand all aspects of tax, the firm\'s tax strategy, resources, and tools, and help create best-in-class processes to achieve goals efficiently and effectively.

How You\'ll Spend Your Time

Individual Growth

• Achieving booked revenue up to a predefined annual amount. The booked revenue goal is defined as a range since involvement with National and Regional tax strategy and coaching may vary annually.
• Opening, tracking, and closing opportunities in CRM or alternate tracking methods and providing a closed-won report to the Director of Markets. Upon approval, this report will be submitted to the NSO so that booked revenue may be entered and tracked as part of incentive compensation.
• Collaborating, coordinating, and communicating opportunities with geographic Tax partners to position the firm for success.
• Identifying and leading a coordinated, cross-functional team to pursue all aspects of Tax relationships where you are a Client Service Leader or BD.
• Driving expansion and penetration of priority Tax clients and targets.

Thought Leadership

• Providing routine insights into the Tax landscape and devising competitive, differentiated strategies and services for the firm and Tax team in targeted markets.
• Attracting, hiring, and retaining top Tax-oriented business development talent and training them on Withum, its services, resources, and competitive positioning. Creating and deploying common processes for the Tax team to ensure success.
• Completing mid-year and annual reviews.
• Establishing a process of accountability to ensure Tax team members communicate, coordinate, and collaborate for the firm\'s success.
• Actively participating in and contributing to National and Regional Tax service line leadership and industry leadership, providing perspective on opportunities and challenges in the Tax marketplace.

The Kind of People We Want to Talk to Have Many of the Following

• Bachelor\'s Degree in Accounting
• CPA license, JD or Master\'s in Taxation
• Minimum of 15+ years of professional services sales experience
• Minimum of 8 years of industry experience with demonstrated strategic leadership
• Experience defining market opportunities, creating strategic plans, and deploying processes
• Experience creating, modifying, and training team members on processes based on best-of-breed practices
• Strong verbal communication and writing skills
• Strong presentation skills with the ability to lead meetings with senior firm executives
• Strong leadership and team-building capabilities
• Project management skills with the ability to manage time, multi-task, and meet deadlines
• Ability to work effectively as a member of a team
• Experience with formal sales process deployment, use, and training

Successful Candidates Will Likely Have Many of the Following

• Ability to set the tone for the team
• Ability to be a resource on strategy and tactics for the firm and Tax team
• Ability to foster accountability and address breaches
• Ability to monitor performance using formal (CRM) and informal methods
• Outstanding verbal and written communication and presentation skills
• Ability to present information clearly and concisely
• Creative problem solving and conflict resolution
• Attention to detail
• Strong organizational skills and ability to prioritize in a multi-task environment
• Excellent relationship management and networking skills

This Role Collaborates With

West, Central, Northeast, Southeast, Midwest, Southwest offices and industry Leaders; National service line leaders

#LI-JB1; L!-Hybrid

This job description reflects the responsibilities of the Tax Principal role in the Houston, TX area and does not constitute a contract of employment. Withum Smith+Brown, PC is an equal opportunity employer and does not discriminate on the basis of race, color, creed, religion, national origin, sex, age, disability, or other legally protected status.