Tax Principal

Tax Principal Overview

• As a Tax Principal, you will lead tax consulting and compliance services for entrepreneurial individuals and businesses.
• Provide strategic tax planning and advisory services to diverse industries, ensuring compliance and optimization.
• Join a firm offering significant growth opportunities and professional development resources.
• Benefit from a hybrid work model, balancing remote and in-office collaboration.
• Enjoy unique benefits like recharge weeks and a supportive work-life balance culture.
• Contribute to a firm that values integrity, excellence, and diversity in its operations.
• Collaborate with experienced professionals to address complex tax challenges effectively.
• Leverage advanced training programs to refine your technical and leadership skills.
• Be part of a firm committed to sustainable growth and innovation in tax services.

Tax Principal Key Responsibilities & Duties

• Oversee federal and multi-state income tax return reviews for partnerships, corporations, and individuals.
• Conduct technical tax research and draft comprehensive correspondence for clients.
• Lead and mentor teams of staff, seniors, and managers in tax engagements.
• Plan and schedule engagements, ensuring efficient workflow and quality output.
• Develop engagement budgets and oversee billing processes effectively.
• Maintain and expand business relationships with existing and prospective clients.
• Advise clients on complex income tax issues and strategic tax planning opportunities.
• Coordinate internal and external communications to ensure seamless collaboration.
• Monitor and enhance team performance through structured feedback and development initiatives.

Tax Principal Job Requirements

• Bachelor of Science (BS) degree in a relevant field is required.
• Minimum of 10 years of technical tax experience, with a preference for 20 years.
• Licensed CPA or JD certification is mandatory for this role.
• Proficiency in taxation of partnerships, LLCs, and other flow-through entities.
• Strong organizational and management skills to oversee multiple engagements.
• Excellent written and oral communication skills to articulate complex tax matters.
• Ability to work collaboratively in a team-focused environment, fostering growth and development.
• Exceptional analytical skills and judgment to address intricate tax challenges.
• Commitment to upholding the firm's values of integrity, excellence, and inclusivity.