Tax Principal overseeing federal and multi-state tax returns with leadership in client engagements. Working in a hybrid model, mentoring teams, and ensuring quality in deliverables.
Responsibilities
Provide top-level review of federal and multi-state income tax returns for individuals, partnerships, corporations, trusts and related workpapers
Perform technical research and write correspondences
Lead and trains teams of staff, seniors and managers
Oversee planning and scheduling of engagements
Create engagement budgets and in charge of billings
Ensure quality of work product
Monitor work-flow
Coordinate constant flow of internal and external communication
Maintain and develop business with existing and prospective clients
Work closely with clients to advise on income tax issues and related tax planning
Requirements
10+ years of recent technical tax experience
Proficient in the taxation of partnerships, limited liability companies and other similar flow-through entities; private equity tax expertise preferred
Licensed CPA or JD
Capable of running mid-size to large client engagements
Demonstrated leadership and supervisory skills with experience managing teams and workflows
Exceptional written and verbal communication skills, strong analytical abilities, and detail-orientation
Proficiency in tax preparation software (e.g., GoSystem) and other financial analysis tools
Ability to work effectively in a demanding, fast-paced environment while maintaining high-quality standards
Benefits
Hybrid work model allows remote and in-office work based on business needs
Significant investments in training and professional development
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