Tax & Consulting Principal

ATKG•Laredo, TX

11h•Hybrid

About The Position

For over 40 years, ATKG has delivered exceptional Tax, Accounting, Assurance, and Advisory services to clients in San Antonio and across the country. They are proud to be named a 2025 Best Places to Work, crediting this recognition to their outstanding team. ATKG invests heavily in its people and culture, believing in mutual growth and thriving. The firm is committed to serving clients and deeply invested in giving back, having partnered with various nonprofit organizations, including their current charity of choice, Kinetic Kids. In May 2023, ATKG joined Ascend, a national platform that empowers entrepreneurial accounting firms through shared resources and strategic growth opportunities. ATKG is now seeking a Tax & Consulting Principal to lead its expansion into the Laredo market. This role involves building client relationships, driving technical excellence, and playing a key role in advancing the firm’s overall growth strategy. This leadership position is responsible for establishing and expanding ATKG’s presence in Laredo, developing and managing client relationships, delivering technical excellence in tax, and mentoring a high-performing team. The Principal will also contribute to the strategic advancement, growth, and risk management of the firm. The ideal candidate will have an established presence in the local market and be positioned for consideration for partnership within 1-2 years based on performance and contributions.

Requirements

CPA certification required.
Bachelor’s degree in accounting or finance required.
Minimum 10 years of tax experience in a public accounting setting.
At least 5 years managing client relationships.
At least 5 years of supervisory experience.
Proven ability to establish strong relationships and drive new business in markets such as Austin and Houston.
Strong communication, analytical, and problem-solving skills.
Ownership mentality and commitment to excellence for the firm, its clients, and its people.

Nice To Haves

Master’s degree preferred.

Responsibilities

Establish and grow ATKG’s presence in the Austin market, including building a client base and developing local market strategies.
Lead business development efforts to identify and pursue new clients, while also cross-selling firm services.
Act as the primary client point of contact and identify opportunities for value-added services.
Perform initial and/or final review of director, manager, senior, staff, and intern work products.
Review and confirm assignment objectives, scope, and work plans with clients.
Anticipate, identify, and resolve complex tax-technical issues.
Identify and research technical issues to ensure compliance with federal, state, and local tax laws.
Communicate staffing and workload issues with Resource Planning, ensuring appropriate allocation of resources.
Coach and mentor staff to enhance their skills and further their career development.
Contribute to the development of firmwide strategy, objectives, and budgets.
Prepare and/or review monthly client bills.
Manage expectations, internal and external, concerning changes in project deliverables and deadlines.
Handle confidential client matters with discretion.