Position Summary
THE FOCUS IS YOU :
We are looking to add a Tax Principal to help lead and facilitate both firm and client growth at the highest level, while showcasing the entrepreneurial spirit to maintain existing and establish new client relationships.
The Principal is a firm leader who has mastered the skills and requirements of the manager role and has demonstrated a capacity to take on greater responsibilities.
The Principal may either be a subject matter expert or client service expert. The Principal assists the partner(s) in assuming overall responsibilities in a variety of areas, including : engagement management & client service, practice development, discipline & industry expertise, external activities & networking, leadership, and people development.
WHAT YOU WILL DO
Regular duties include (but are not limited to) :
- Review tax returns for partnerships, corporations, and individuals
- Handle special projects including tax audits, transaction structuring, and implementation of tax planning strategies
- Facilitate advanced tax research, resolve complex tax issues
- Review tax work from staff and provide feedback, training, and mentoring
- Lead and manage multiple tax engagements from start to finish ensuring they are completed within budget and timeline
- Build, manage, and maintain lasting relationships with clients
- Develop, motivate, and train staff act as a mentor and a role model
- Demonstrate advanced tax technical knowledge necessary for advising clients and developing an area of expertise
- Participate in firm’s marketing, recruiting, team-building, and similar efforts
- Develop outside relationships with a goal of generating referral sources
- Adhere to firm’s policies and procedures
WHAT WE ARE LOOKING FOR
Experience
- 9+ years in accounting
- Public accounting preferred
Education
- Minimum Bachelor’s degree :
- Bachelor’s in Accounting for Audit or Tax
- Related Business Degree for Consulting
License / Certification
- Must be a CPA for Audit, Tax Accounting; Respective similar certification for consulting
- Must maintain required CPE credits annually
- May possibly have other industry or specialization certification
Legal / Compliance
- Must complete acknowledgement of Independence Guidelines and Ethical Standards document
- Government engagements require ability to obtain a security clearance from the United States government
WHAT WE OFFER
- Great Culture Team-like culture of a small office with the benefits of a large firm
- Competitive Compensation Based on the role, credentials, and experience
- Comprehensive Benefits We offer group health insurance, dental, vision, 401K, PTO
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