Tax Managing Principal

This Jobot Job is hosted by: Joseph Sipocz

Are you a fit? Easy Apply now by clicking the "Apply Now" button
and sending us your resume.

Salary: $175,000 - $250,000 per year

We are top 50 public accounting firm and a leading advisory firm that helps organizations and their leaders take on everyday challenges and opportunities while preparing them for whatever comes next in their business.

We are seeking a highly motivated and experienced Tax Managing Principal to join our dynamic firm. This is an excellent opportunity for a seasoned tax professional who is passionate about providing strategic tax planning and consulting services to high net worth individuals and corporations. The successful candidate will be responsible for managing a team of 20, managing client relationships, providing tax advisory services, and overseeing the execution of tax strategies. This position requires a deep understanding of federal and state tax laws, income tax, gift tax, and tax planning for corporations and S corps.

A people manager is preferred for this role!!!

• Multiple office locations
• Global resources
• Tons of opportunities internally
• Hybrid and flexible work schedule
• 401K
• Medical, dental, and vision
• HSA/FSA

Responsibilities:

• Serve as the primary contact for high net worth clients and maintain strong relationships through excellent client service.
• Develop and implement comprehensive tax planning strategies for clients to minimize tax liabilities and optimize tax advantages.
• Provide expert advice on federal and state tax laws, income tax, gift tax, and tax planning for corporations and S corps.
• Review and analyze complex tax returns and financial statements to ensure compliance with tax laws and regulations.
• Collaborate with other team members and departments to provide integrated financial solutions and services.
• Keep abreast of latest developments in tax laws and regulations and provide timely updates to clients and team members.
• Manage, mentor, and develop junior staff members to enhance their professional growth and contribution to the team.
• Participate in business development activities to expand the client base and increase revenue.

Qualifications:

• Bachelor’s degree in Accounting, Finance, or related field. A Master’s degree or CPA certification is highly desirable.
• Minimum of 5 years of experience in tax planning and consulting for high net worth individuals and corporations.
• Proven expertise in federal and state tax laws, income tax, gift tax, and tax planning for corporations and S corps.
• Strong client relationship management skills with a focus on providing exceptional client service.
• Excellent analytical, problem-solving, and decision-making skills.
• Strong leadership and team management skills with a proven track record of mentoring and developing staff.
• Excellent verbal and written communication skills with the ability to explain complex tax concepts in a clear and understandable manner.
• Proficient in tax software and Microsoft Office Suite.
• Strong commitment to professional and client service excellence.
• Ability to handle multiple tasks, prioritize, and meet deadlines in a fast-paced environment.

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.