What are the responsibilities and job description for the Tax Principal position at Insite US?
Overview
A senior leadership role within a leading accounting firm, responsible for overall client service delivery, team leadership, and business development. This position carries accountability for engagement quality, client relationships, and firm growth, with authority to represent and commit the firm. High performers are considered for equity ownership based on leadership, performance, and long-term commitment.
Qualifications
- Current Partner/Principal, Director, or Senior Manager ready to step into a leadership role
- CPA or law degree required
- Strong leadership, communication, and interpersonal skills
- Proven experience in business development and client relationship management
- Solid technical knowledge of tax/accounting and related software
- Excellent time management and team collaboration skills
Key Responsibilities
- Lead and oversee all client engagements, including review, sign-off, and delivery
- Manage team workflow, staffing, and performance, including regular reviews
- Provide high-level technical expertise and make sound business decisions
- Maintain strong communication across teams to ensure efficient client service
- Manage billing, collections, and overall engagement profitability
- Strengthen existing client relationships and actively pursue new business opportunities
- Represent the firm through networking, community involvement, and industry participation
- Develop and maintain referral networks (e.g., bankers, attorneys, advisors)
- Mentor and support staff development, including involvement in training and recruiting
- Identify growth opportunities within existing clients and expand service offerings
- Build industry expertise and contribute to firm-wide business development initiatives