JOB SUMMARYAs 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.
JOB DESCRIPTIONTax Strategy and Engagement Oversight
- Develop cutting-edge tax planning strategies that leverage industry insights and regulatory expertise
- Provide visionary insights in areas such as tax optimization, risk management, and emerging tax trends
- Review and oversee the preparation of tax returns to ensure accuracy, compliance with regulations, 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 Managing Director initiatives
- Collaborate with executive leadership to drive projects that enhance the firm's market presence and competitive edge
Supervisory responsibilities- Will 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 required- 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
- Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research
Preferred education and experience- Advanced degree (Master's) or additional relevant certifications
- Juris Doctor (JD) degree for specialty positions
Other dutiesPlease 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.
