Tax Principal

Overview

• Lead a dynamic team as a Tax Principal in a hybrid work environment.
• Drive strategic initiatives and enhance client relationships within a leading accounting firm.
• Collaborate with senior leadership to develop policies and procedures for productivity improvement.
• Engage in community involvement and professional activities to promote the firm’s presence.
• Mentor and guide staff to build client relationships and expand service offerings.
• Participate in marketing and business development training sessions to refine skills.
• Develop expertise in client industries and identify opportunities for service expansion.

Key Responsibilities & Duties

• Assume responsibility for engagements, staffing assignments, and workflow within the group.
• Review and sign all work before submission to clients, ensuring quality and compliance.
• Maintain open communication with firm members to optimize client service delivery.
• Oversee staff performance reviews and foster professional development within the team.
• Prepare client billings and monitor receivables to ensure financial accountability.
• Enhance client relationships and actively seek new business opportunities.
• Participate in community and professional organizations to build firm recognition.
• Mentor staff in marketing and business development activities to expand firm services.

Job Requirements

• Bachelor of Science (BS) degree in Accounting or related field required.
• CPA or law degree mandatory for the role.
• Minimum 10 years of experience, with 15 years preferred, in accounting leadership.
• Proven skills in practice development and client relationship management.
• Strong interpersonal communication and leadership abilities essential.
• Proficiency in various accounting software and effective time management skills.
• Experience in mentoring staff and driving team success.
• Ability to work effectively in a hybrid work arrangement.