Tax Principal

UHYAnn Arbor, MI

About The Position

As a Tax Principal, you will assume a strategic leadership role, driving the growth and excellence of our tax practice. You will provide visionary guidance, manage high-level client relationships, and shape innovative tax strategies. Your extensive experience in tax advisory, team leadership, and business development will play a pivotal role in elevating our firm's reputation as a premier tax service provider.

Requirements

  • Bachelor’s degree in accounting, finance, or a related field
  • 10+ years of relevant experience
  • 8+ years of progressive tax leadership experience in a CPA firm or related professional service environment
  • CPA license
  • Responsible for completing the minimum CPE credit requirement
  • Specific positions may require additional industry or specialization certifications
  • Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research

Nice To Haves

  • Advanced degree (Master's) or additional relevant certifications
  • Juris Doctor (JD) degree for specialty positions

Responsibilities

  • Develop cutting-edge tax planning strategies that leverage industry insights and regulatory expertise
  • Provide visionary insights in areas such as tax optimization, risk management, and emerging tax trends
  • Review and oversee the preparation of tax returns to ensure accuracy, compliance with regulations, and adherence to internal quality control standards
  • Monitor and manage tax filing deadlines, extensions, and other compliance requirements to avoid penalties and ensure timely submissions
  • Manage engagement progress, budgets, and deadlines, making strategic adjustments as required
  • Stay abreast of evolving tax laws, regulations, and industry developments, applying this knowledge to client engagements and internal training initiatives
  • Provide expert guidance on complex tax scenarios, research inquiries, and emerging compliance trends
  • Foster and nurture high-level client relationships, serving as a trusted advisor for complex tax matters
  • Lead client meetings, understand their financial objectives, and develop tailored tax strategies that align with their goals
  • Lead, inspire, and mentor a team of seasoned tax professionals, encouraging a culture of collaboration, growth, and excellence
  • Provide guidance, continuous learning opportunities, and support to facilitate the team's professional advancement
  • Lead process improvement initiatives to enhance tax workflows, methodologies, and quality control procedures
  • Shape and execute the tax practice's strategic vision, aligning with the firm's broader goals
  • Implement innovations that improve efficiency, accuracy, and client satisfaction
  • Drive the firm's business development efforts by identifying new opportunities, nurturing client leads, and expanding service offerings
  • Play a key role in proposal development, client presentations, and strategic Managing Director initiatives
  • Collaborate with executive leadership to drive projects that enhance the firm's market presence and competitive edge
  • Will supervise subordinate team members

Benefits

  • POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued.
  • ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.
  • COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
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