Tax Principal
Listed on 2026-01-27
-
Management
CFO -
Finance & Banking
Financial Compliance, Accounting & Finance, CFO
Are you an experienced tax professional looking to take your career to the next level? We are seeking a dynamic and forward‑thinking Tax Principal who excels in collaboration, delivers excellent customer service, communicates effectively, and instills trust in both clients and colleagues. This role is ideal for someone eager to grow into a shareholder position within our firm. We welcome candidates with business development experience, technical expertise in several areas of tax, including those who can introduce new lines of business.
As a Tax Principal
, you will provide expert‑level tax advisory and consulting services, manage and maintain direct client relationships, and oversee operational tax activities for a diverse range of clients. You will also play a key role in supervising teams, initiating and supporting collaborative business and practice development with shareholders and other leaders, and contributing to our firm's growth strategies.
We are considering candidates with experience in either commercial, real estate, not‑for‑profit, or high‑net‑worth tax matters.
Essential Job Functions- Deliver a full spectrum of tax services including compliance reviews, tax research, and tax consulting services.
- Participate in and provide leadership in business development activities, including preparation and presentation of new client proposals and leading team sales.
- Collaborate with shareholders & other principals on technical questions, create new and revise business & risk strategies, and be a champion for process improvements.
- Participate in people development through coaching, feedback, and exposure to stretch assignments, and help mentees aligning career development goals with organizational objectives.
- Work closely with partners, principals, senior managers, managers, seniors, and staff in other practice groups to integrate skills into a team approach to better serve clients.
- Serve as a technical resource and provide subject matter expertise in multiple areas of tax to senior managers, managers, seniors, associates, and clients.
- Lead special projects, technology implementation, and drive efficiency updates to current systems and processes.
- Supervise multiple engagement teams, ensuring adherence to deadlines, and compliance with professional standards.
- Review the work of others for accuracy and understanding and identify missing components in multiple area of expertise.
- Manage proactive and clear communication with clients, actively leading challenging discussions to surpass their expectations.
- Develop and maintain trusted relationships at the executive level with management, board, and other stakeholders.
- Participate in firm initiatives, initiate practice development, and contribute to firm growth strategies.
- Inquisitive on client’s work & industry to allow for consultative approach and seek strategies to improve quality on internal operations.
- Engage in external professional activities to build and maintain strong networks and promote and enhance the firm's presence in the market.
- Participate in the recruitment, onboarding, and training of new employees.
- Oversee client billing activities, ensuring timely and accurate invoicing for services rendered.
- Perform other duties as assigned by the Shareholders to support the needs of the organization.
Bachelor’s degree in accounting or finance or related field or a combination of education and directly related work experience. CPA license or equivalent. You must pass a credit check at any time to remain eligible for this position.
Experience10+ years’ progressively more responsible assignments in public accounting where a broad expertise in taxation and compliance can be demonstrated. At least 5 years in a supervisory role.
Salary Range$173,000 minimum to $272,953 maximum
Benefits- Comprehensive Insurance Coverage:
We offer fully paid medical, dental, vision, life, short‑term and long‑term disability, and AD&D insurance for employees. Dependent coverage is subsidized, with all benefits starting on your first day. - Time Off & Flexibility:
Enjoy 10 paid holidays, up to 5 weeks of flexible time off annually, and a sabbatical program for tenured employees—because…
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