Tax Principal/Partner

This Jobot Job is hosted by: Hunter Dahlstrom

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Salary: $175,000 - $230,000 per year

We’re a firm that’s focused on forward-thinking and providing client-centered tax services. This role offers the opportunity to leverage your deep technical knowledge in private client services, particularly in partnership, S corporation, and individual taxation. You’ll be at the forefront of tax compliance and advisory services, leading processes and teams while developing client relationships and new business opportunities. If you’re ready to make a meaningful impact while guiding the next generation of tax professionals, we’d love to have you on board.

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Hybrid remote work arrangement

Competitive salary

16 paid holidays, vacation package, and unlimited sick time

Flexible "dress for your day" policy

Career development and professional growth opportunities

Comprehensive medical, dental, and vision benefits

401K & Profit-sharing plans

Firm events that promote team engagement

As a Tax Principal/Partner, you will lead and oversee tax processes for clients in various industries. This role requires an expert-level understanding of partnership, S corporation, and individual taxation. You will coordinate the day-to-day operations of tax compliance, advisory services, and annuity tax service delivery while building client relationships and identifying new business opportunities. Your leadership will extend to managing and developing a team of tax professionals, providing guidance on complex tax issues, and ensuring the timely and accurate completion of all client deliverables.

Responsibilities:

Lead and manage the preparation and delivery of tax compliance services

Oversee large teams and manage workloads, quality, and project reporting

Serve as a subject matter expert for partnership, S corporation, and individual taxation

Ensure the quality and efficiency of tax work products and manage engagement risks

Develop new business service offerings and contribute to client growth

Coach and mentor team members, leading their career development and performance management

Manage and grow client relationships, directly contributing to business development

Qualifications:

Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics

CPA, EA, or licensed attorney required

Minimum of 12 years of experience in professional tax services

Strong leadership and problem-solving skills

Expertise in resolving complex tax issues

Excellent communication and team development experience

Proficiency with financial and tax applications such as CCH Suite and Microsoft Suite

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