Tax Principal
About The Position
Our client, a nationally recognized consulting, tax, accounting, audit, and advisory firm, is seeking an experienced Tax Principal to join its expanding Tax Services practice. This is more than a traditional tax leadership role. It's an opportunity to serve as a strategic advisor to privately held businesses, healthcare organizations, financial institutions, real estate investors, manufacturers, and professional service firms while helping drive the continued growth of a highly respected national advisory platform. The ideal candidate combines deep technical tax expertise with strong relationship-building skills, leadership capabilities, and a passion for helping clients navigate complex business and tax challenges. If you're seeking a visible leadership position with significant client impact, team development responsibilities, and long-term career growth opportunities, we'd welcome a confidential conversation.
Requirements
- CPA, EA, or equivalent professional designation
- 8+ years of public accounting, consulting, or tax leadership experience
- Strong tax planning and compliance experience
- Experience serving business clients and ownership groups
- Exceptional communication and relationship-management skills
- Demonstrated leadership and team development abilities
- Strong analytical and strategic problem-solving skills
Nice To Haves
- 10+ years of progressive tax experience
- Experience with pass-through entities, partnerships, and S-Corporations
- Experience with Form 990s and exempt organizations
- Multi-state tax experience
- Industry expertise in healthcare, financial institutions, manufacturing, real estate, or professional services
- Business development and client acquisition experience
- Existing referral network or book of business
Responsibilities
- Lead sophisticated tax planning, compliance, and consulting engagements
- Advise clients on entity structuring, tax planning, and growth strategies
- Deliver proactive solutions that improve tax efficiency and business performance
- Consult on complex federal, state, and local tax matters
- Serve as a trusted advisor to executives, ownership groups, and stakeholders
- Develop and strengthen long-term client relationships
- Serve as the primary advisor on high-level tax and business matters
- Deliver exceptional client service across a broad range of industries
- Identify opportunities to expand relationships and service offerings
- Help clients navigate complex business and regulatory challenges
- Lead and mentor tax professionals and subject matter experts
- Help build and develop a high-performing tax practice
- Provide coaching, technical guidance, and leadership support
- Assist in recruiting and retention initiatives
- Foster a culture of collaboration, accountability, and excellence
- Participate in networking, business development, and relationship-building activities
- Convert opportunities into long-term client relationships
- Assist with proposals, presentations, and strategic growth initiatives
- Support expansion within both existing and new markets
- Contribute to the continued growth of the firm's tax practice
Benefits
- Competitive compensation package
- Performance-based bonus opportunities
- Comprehensive health, dental, and vision benefits
- Retirement savings programs
- Professional development and leadership training
- Advancement opportunities within a growing national organization
- Collaborative, team-oriented environment
- Access to specialized resources and industry experts
- Flexible work arrangements
- Strong support for continuing education and professional growth
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What This Job Offers
Job Type
Full-time
Career Level
Principal
Education Level
No Education Listed
