Tax Principal

UHY International•Sterling Heights, MI

13d

About The Position

The Tax Principal provides strategic leadership for the firm’s tax practice, driving its growth and quality. The role develops tax strategies, oversees tax engagements and return preparation, manages compliance deadlines, budgets, and deliverables, and provides expert guidance on complex tax matters and regulatory developments. The Tax Principal serves as a trusted advisor to high-level clients, leads client meetings, and develops tailored strategies aligned with their financial objectives. The role leads and mentors tax professionals, supports their development, improves tax workflows and quality-control processes, and helps shape the tax practice’s strategic direction. The position also drives business development by identifying opportunities, cultivating leads, expanding services, contributing to proposals and presentations, and collaborating with executive leadership. Work takes place in a professional office environment with minimal distractions. Travel may be frequent and unpredictable based on client needs.

Requirements

Bachelor’s degree in accounting, finance, or a related field.
10 or more years of relevant experience.
8 or more years of progressive tax leadership experience in a CPA firm or related professional services environment.
CPA license.
Ability to lift up to 15 pounds.

Nice To Haves

Advanced degree (Master’s) or additional relevant certifications.
Juris Doctor (JD) degree for specialty positions.
Additional industry or specialization certifications may be required for specific positions.

Responsibilities

Develop tax-planning strategies using industry insights and regulatory expertise.
Provide guidance on tax optimization, risk management, and emerging tax trends.
Review and oversee tax return preparation to ensure accuracy, regulatory compliance, and adherence to internal quality standards.
Monitor and manage tax filing deadlines, extensions, and other compliance requirements.
Manage engagement progress, budgets, and deadlines, making strategic adjustments as needed.
Stay current on tax laws, regulations, and industry developments and apply that knowledge to client engagements and internal training.
Advise on complex tax scenarios, research inquiries, and emerging compliance trends.
Build and maintain high-level client relationships as a trusted advisor on complex tax matters.
Lead client meetings, understand clients’ financial objectives, and develop tailored tax strategies.
Lead, inspire, mentor, and support the professional development of tax team members.
Lead process improvement initiatives for tax workflows, methodologies, and quality-control procedures.
Shape and execute the tax practice’s strategic vision in alignment with the firm’s broader goals.
Implement innovations to improve efficiency, accuracy, and client satisfaction.
Drive business development by identifying opportunities, nurturing leads, and expanding service offerings.
Contribute to proposal development, client presentations, and strategic Managing Director initiatives.
Collaborate with executive leadership on projects to strengthen the firm’s market presence and competitive position.
Supervise subordinate team members.
Complete the minimum continuing professional education (CPE) credit requirement.