Tax Principal

Wertz & Associates•Tampa, FL

10d•Hybrid

About The Position

Our client, a nationally recognized consulting, tax, accounting, audit, and advisory firm, is seeking an experienced Tax Principal to join its growing Tampa office. This is an opportunity to serve as a trusted advisor to business owners, investors, healthcare organizations, financial institutions, real estate companies, manufacturers, and professional service firms while helping drive the growth and strategic direction of a nationally respected tax practice. The ideal candidate combines deep technical tax expertise with strong client relationship skills, leadership capabilities, business development experience, and a passion for helping clients solve complex business and tax challenges. This role offers significant exposure to: Tax Advisory & Consulting, Federal & Multi-State Tax Planning, Pass-Through Entity Taxation, Business Strategy & Growth Planning, Healthcare Industry Taxation, Real Estate Tax Planning, Team Leadership & Development, Practice Growth & Business Development.

Requirements

CPA, EA, or equivalent professional credential
8+ years of tax experience within public accounting, consulting, or tax leadership environments
Strong tax planning and advisory experience
Experience managing sophisticated client relationships
Demonstrated leadership and mentoring capabilities
Excellent communication and presentation skills
Strategic, analytical, and problem-solving abilities

Nice To Haves

A book of business
Niche industry expertise
Significant practice-growth success
Advanced leadership experience

Responsibilities

Lead complex tax planning, consulting, and compliance engagements
Develop proactive tax strategies designed to support client growth and profitability
Advise clients on entity structuring, ownership transitions, and strategic business transactions
Provide guidance on sophisticated federal, state, and local tax matters
Serve as a trusted advisor to executives, business owners, and organizational leadership teams
Build and maintain long-term strategic client relationships
Deliver exceptional client service and practical business insight
Identify opportunities to expand existing relationships and services
Collaborate with executives, boards, and management teams on critical initiatives
Help clients navigate changing business, regulatory, and tax environments
Lead and develop tax professionals and subject matter experts
Mentor future managers, directors, and firm leaders
Provide coaching, technical guidance, and career development support
Support recruiting, retention, and employee development initiatives
Foster a culture focused on collaboration, innovation, and excellence
Participate in networking, industry events, and speaking engagements
Develop relationships with referral sources and prospective clients
Assist with proposals, presentations, and growth initiatives
Help expand the firm's presence within the Florida market
Support strategic business planning and market development efforts