Tax Principal

UHY International • Irvine, CA

8d

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

• Tax Strategy and Engagement Oversight
• 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
• Research and Analysis
• 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
• Client Communication
• 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
• Team Collaboration
• 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
• Process Improvement and Innovation
• 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
• Strategic Business Development
• 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
• Supervisory responsibilities
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Principal
• Number of Employees: 5,001-10,000 employees