Passthrough Tax Principal Job Alpharetta area,Georgia USA,Finance & Banking

Job Summary:

A Tax Principal works closely with partners, staff, and clients and is responsible for planning, managing, reviewing, and completing client engagements. FD seeks a motivated individual to become an integral part of the firm and serve as a leader in the office.

Our professionals aim to help clients minimize their tax liability while complying with evolving tax laws. We offer consulting and compliance services, including stock option planning and international tax advice, and provide expert consultation on investments, mergers, acquisitions, reorganizations, and liquidations.

Duties/Responsibilities:

Manage and review complex tax returns for individuals, businesses, and trusts.

Stay current with tax law changes and advise clients accordingly.

Lead tax engagements from planning to delivery, including budgeting and fee monitoring.

Develop strong client relationships through exceptional service and understanding their needs.

Lead client meetings and presentations, clearly articulating tax concepts.

Monitor engagement profitability by managing budgets, billing, and client expectations.

Participate in and lead business development activities, including networking and proposals.

Education and Experience:

Bachelor’s and/or Master’s degree in Accounting.
Active CPA license.
10+ years of Passthrough Tax experience in public accounting.
Experience with tax compliance and consulting for passthrough entities.
Proficiency in preparing and reviewing partnership and S corporation tax returns (e.g., Form 1065 and 1120S).
Experience with multi-state tax filings and nexus considerations.
Proven ability to oversee complex client engagements and deliver high-quality service.
Proficiency in tax software (e.g., CCH Axcess) and Microsoft Office.
Ability to develop tax planning strategies.
Experience supervising and developing staff and senior associates.

- Remote

Seniority level:

Director

Employment type:

Full-time

Job function:

Accounting/Auditing and Finance

Industries:

Technology, Information and Internet

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