What are the responsibilities and job description for the Tax Principal position at Harrison Group, Inc.?
About the Role
We are seeking an experienced Certified Public Accountant (CPA) or Enrolled Agent (EA) to serve as Tax Principal and General Manager of a growing public accounting practice. This leadership role is ideal for an experienced tax professional who enjoys building client relationships, mentoring staff, and helping shape the future of a successful CPA firm.
Responsibilities
- Oversee daily operations of the office
- Supervise, mentor, and support professional and administrative staff
- Foster a positive, collaborative, client-focused workplace culture
- Monitor workflow and ensure projects are completed accurately and on schedule
- Implement and improve office procedures and efficiencies
- Prepare complex federal and state tax returns for individuals, businesses, farms, trusts, and other entities
- Review tax returns prepared by staff for accuracy and compliance
- Conduct tax research and resolve complex tax issues
- Stay current on federal and state tax law changes
- Meet with clients to discuss tax matters and financial planning opportunities
- Develop and maintain long-term client relationships
- Provide proactive tax planning strategies throughout the year
- Respond to client questions and provide exceptional customer service
- Participate in recruiting, interviewing, hiring, and onboarding new employees
- Conduct employee evaluations and provide coaching and professional development
- Assist in establishing performance goals and expectations
- Support staff training and continuing education
- Identify opportunities to expand client relationships and firm services
- Represent the firm within the local business community
- Assist ownership with strategic planning and growth initiatives
Qualifications
- Active CPA or Enrolled Agent (EA) designation required
- Minimum 6 years of professional tax preparation experience in a public accounting firm
- Significant experience preparing farm income tax returns is a plus
- Strong knowledge of individual, partnership, S corporation, C corporation, fiduciary, and nonprofit tax returns
- Excellent communication and client relationship skills
- Proven leadership and team management experience
- Ability to prioritize multiple deadlines in a fast-paced environment
- Experience with UltraTax CS (Thomson Reuters) and Onvio preferred but not required
Required Skills
- Strong leadership and decision-making abilities
- High level of integrity and professionalism
- Excellent organizational and time management skills
- Ability to work independently while leading a team
- Strong analytical and problem-solving skills
- Proficiency with Microsoft Office and accounting software
Preferred Skills
- Experience with UltraTax CS (Thomson Reuters) and Onvio preferred but not required
Pay range and compensation package
Salary Bonus Equity (path to ownership)