Tax Principal

Wertz & Associates•Cleveland, OH

3d•Hybrid

About The Position

Our client, a highly respected and growth-focused public accounting and advisory firm, is seeking an experienced Tax Principal to play a key leadership role in the continued expansion of its tax practice. This is an opportunity to become one of the key drivers of a thriving firm known for exceptional client service, deep advisory relationships, and a commitment to developing both its clients and its people. The ideal candidate will bring strong technical tax expertise, proven leadership abilities, and a passion for building relationships. This individual will serve as a trusted advisor to business owners, real estate investors, developers, construction companies, entrepreneurs, and high-net-worth families while helping shape the firm's future growth strategy. If you're looking for a seat at the leadership table, influence over firm direction, and the opportunity to expand an already successful practice, we'd welcome a confidential conversation.

Requirements

Active CPA license required
Bachelor's Degree in Accounting required
10+ years of progressive public accounting tax experience
Strong experience serving real estate, construction, and closely held business clients
Experience managing sophisticated tax planning and compliance engagements
Proven leadership, mentorship, and business development abilities
Strong communication and relationship-building skills
Ability to serve as both a technical expert and trusted business advisor
Desire to contribute to firm growth and long-term success

Nice To Haves

Exceptional candidates with significant real estate or construction industry expertise, established client relationships, or proven business-development capabilities may be considered above the posted compensation range.

Responsibilities

Lead sophisticated tax planning engagements for real estate developers, construction companies, closely held businesses, investors, and high-net-worth individuals
Review complex corporate, partnership, individual, fiduciary, and pass-through entity tax returns
Develop proactive tax strategies designed to maximize client outcomes
Advise clients on business transactions, succession planning, estate planning, and wealth preservation strategies
Monitor tax legislation and communicate planning opportunities to clients and internal teams
Serve as a trusted advisor for key client relationships
Partner with business owners and executives on critical financial and tax decisions
Deliver exceptional client service through responsiveness, accessibility, and practical advice
Identify opportunities to expand existing client relationships and service offerings
Mentor, coach, and develop managers, seniors, and staff professionals
Help build a high-performance team culture focused on collaboration and accountability
Support recruiting, training, and retention initiatives
Promote technical excellence and professional growth throughout the organization
Actively participate in networking and business development initiatives
Develop referral relationships with attorneys, bankers, wealth advisors, and other professional partners
Represent the firm at industry events and community organizations
Help drive strategic growth initiatives and market expansion efforts