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Tax Principal

Tax Principal

NovogradacPetaluma, CA, US
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Tax Principal

Dare to bring your unique perspective?

At Novogradac, we value individuals who bring unique perspectives and bold ideas. If you're eager to contribute to an inclusive, innovative environment where your personal and professional growth is encouraged and supported, we invite you to explore this exciting opportunity with us.

Position Summary

The Tax Principal will serve as a subject matter expert across partnership, corporate, and individual taxation. This role will provide technical leadership and act as a high-level reviewer of tax returns and related filings, supporting the partner group in delivering exceptional client service. The Tax Principal must have deep technical expertise, exceptional analytical skills, and the ability to navigate complex tax matters with sound judgement and precision.

Essential Duties & Responsibilities

  • Serve as the firm's subject matter expert on complex tax matters, including partnership, corporate, and individual taxation.
  • Perform high-level technical review of tax returns, ensuring accuracy, compliance, and alignment with current tax laws and regulations.
  • Provide guidance and technical support to partners, managers, and staff on sophisticated tax issues.
  • Identify and resolve complex tax compliance and planning issues for high-value clients.
  • Monitor legislative and regulatory development and implementation of best practices in tax compliance, review processes, and technical training.
  • Collaborate with partners to enhance efficiency, mitigate risk, and strengthen client service delivery.
  • Support the firm's business development efforts by contributing technical expertise in client meetings, proposals, and thought leadership.

Knowledge, Skills, Abilities

  • Extensive expertise in partnership taxation, including allocations, distributions, basis calculations, and special transactions.
  • Strong technical knowledge of corporate and individual taxation.
  • Proven experience as a high-level reviewer of complex tax returns across entity types.
  • Proven experience with tax issues related to real estate, financial services, or tax credit industries.
  • Ability to take a proactive, consultative approach and translate complex tax matters into practical business solutions.
  • Excellent research, analytical, and problem-solving skills.
  • Strong communication and interpersonal skills with the ability to collaborate effectively with partners and mentor junior professionals.
  • Demonstrated ability to manage multiple priorities in a deadline-driven environment.
  • Demonstrated commitment to continuous learning and staying current with evolving tax laws and compliance requirements.
  • Minimum Qualifications

    Bachelor's degree and CPA license with a minimum of 15 years of progressive experience in public accounting or equivalent professional services environment. A JD may be considered in lieu of a CPA license.

    Experience with any of the following is helpful but not mandatory : Affordable Housing, Low Income Housing Tax Credits (LIHTC), Opportunity Zones (OZ), Renewable Energy Tax Credits (RETC), Historical Tax Credits (HTC), Housing and Urban Development (HUD), New Markets Tax Credits (NMTC), Real Estate, Developers, Partnerships, Housing Authority (HA), Public Housing Authority, Community Development Financial Institutions (CDFI), Community Development Entity Certification Applications (CDE), Property Compliance, Nonprofit, Single Audit, Uniform Guidance, A-133, Forecasting, Cost Segregation, Year 15 Exit, Tax-exempt bond and HOME programs.

    Why Work With Us?

    Novogradac is committed to fostering a welcoming workplace where all employees feel valued and empowered to grow. We believe in offering a supportive, balanced work environment that encourages professional growth and work-life integration.

    We are proud to offer :

  • Increased number of paid holidays per year
  • Competitive salaries with continuous review of market conditions
  • Flexible working hours and work arrangements
  • Remote and hybrid opportunities
  • Inclusive workplace, providing strong professional growth and development opportunities
  • The Benefits of Joining Our Team

  • Strong growth opportunities
  • Competitive benefits package
  • 401(k) package with firm profit-sharing
  • Discretionary annual bonuses for eligible positions & CPA bonus plan
  • Strong emphasis on quality work-life integration
  • Dress for your day policy
  • Resources of a national firm
  • Opportunities to engage with our active Employee Resource Groups (ERGs), affinity groups, and advance your career within a supportive, inclusive environment
  • Don't Meet Every Single Qualification?

    After reviewing this job posting, are you hesitating to apply because you don't meet all the listed requirements? At Novogradac, we are dedicated to building a workplace supported by unique perspectives and experiences, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply.

    You may still be the right candidate for this or one of our other roles.

    Get to Know Us Better!

    We're Novogradac, a national certified public accounting and consulting firm headquartered in San Francisco. Founded in 1989, the allied group of Novogradac companies has grown to more than 800 employees and partners with more than 25 offices throughout the country.

    Novogradac is one of the nation's top 40 certified public accounting and consulting firms and is a recognized leader in real estate and community development. Novogradac provides publicly and privately held national enterprises with a full spectrum of audit, tax, valuation, expert witness and litigation support, property compliance and general consulting services and works extensively in the affordable housing, community development, historic preservation and renewable energy fields.

    Commitment to Inclusion

    Novogradac is committed to ensuring a fair and inclusive recruitment process, making reasonable accommodations to individuals with disabilities or special needs throughout the application process. We encourage applicants from all backgrounds, identities, and experiences to apply, as we believe that unique perspectives strengthen our ability to achieve excellence.

    At Novogradac, we offer a variety of Employee Resource Groups and Affinity Groups to provide all employees with opportunities to connect, collaborate, and support one another in the workplace.

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