Tax Lead Principal Manager

Tax Lead Principal Manager

Benefit

• sFlexible paid time of
• f401(k) with company matchin
• gHealth, dental, vision, disability, and life insuranc
• eHealth Savings Account (HSA) and Flexible Spending Account (FSA
• )Employee Assistance Program (EAP
• )Bonus opportunitie
• sContinuing education and professional development suppor
• tReasonable work hours during busy tax seasons and a collaborative, team-oriented environmen

t
Position Overvi

ewWe are seeking an experienced tax leader and strategic advisor to guide both clients and internal teams while helping drive the growth and success of the firm. This role combines deep technical tax expertise with leadership, business development, and operational oversight. The ideal candidate will serve as a trusted advisor to clients, mentor and develop staff, and collaborate across accounting, tax, and financial planning teams to deliver comprehensive solution

s.
Key Responsibilit

• iesLead and review complex tax engagements for individuals, businesses, trusts, and esta
• tesServe as a strategic advisor by identifying tax planning opportunities and helping clients make informed financial decisi
• onsCollaborate with accounting and financial planning professionals to provide integrated client soluti
• onsOversee tax operations, quality standards, workflow management, and staff coordinat
• ionMentor, coach, and develop team members through training, feedback, and technical guida
• nceIdentify and pursue business development opportunities through networking, referrals, and relationship build
• ingManage workload distribution, project deadlines, and office operati
• onsRepresent clients before tax authorities regarding audits, notices, and compliance matt
• ersStay current on tax laws, regulations, and emerging planning opportunit
• iesSupport leadership initiatives and contribute to firm-wide growth and collaborat

ion
Qualificat

• ionsBachelor’s degree in Accounting or related field required; Master’s degree prefe
• rredCPA or EA certification required (or pending with advanced related educat
• ion)10 years of progressive public accounting experience with leadership responsibili
• tiesAdvanced knowledge of individual, business, trust, and estate taxa
• tionStrong understanding of GAAP, federal tax law, and multi-state tax regulat
• ionsProven experience managing client relationships, mentoring staff, and developing business opportuni
• tiesExperience with tax software platforms such as CCH Axcess and Engagement prefe
• rredStrong communication, leadership, and project management sk

ills
Work Sch

• eduleFull-time pos
• itionMonday–Friday, 8:00 AM – 4:
• 30 PMIn-office with the flexibility to work remotely one to two days per week during non-peak se