Tax Principal

Position: Tax Principal

Location: Long Island, NY

Compensation: $225,000 - $350,000 plus bonus and company-paid benefits (Relocation assistance available)

Overview

Join a leading public accounting firm as a Tax Principal. In this role, you will inherit an established book of business and be expected to lead your group with the expertise and vision required to become a Principal at a Top 50 public accounting firm.

Requirements

Key Qualifications

• Professional Credentials: Must hold a CPA or JD.
• Experience Level: Current Partner/Principal, Senior Manager, or Director with a track record in practice development and leadership.
• Technical Skills: Proficient with various accounting software and financial data analysis.
• Interpersonal & Leadership Skills: Exceptional communication, relationship-building, and team management abilities.
• Business Development: Demonstrated experience in developing practice areas and cultivating new client relationships.
• Primary Responsibilities
• Engagement & Workflow Management: Oversee all engagements and staffing assignments within your group.
• Ensure high-quality deliverables by reviewing and signing off on all work before client submission.
• Technical & Business Acumen: Analyze financial data and make informed business decisions.
• Exhibit advanced technical competence and professionalism at all times.
• Team Leadership & Performance: Manage and mentor all team members, including conducting semi-annual performance reviews.
• Develop policies and procedures to enhance productivity and profitability without compromising team morale.
• Client Relationship & Development: Strengthen existing client relationships and actively seek new business opportunities.
• Maintain open communication with clients through regular check-ins, meetings, and networking events.
• Billing & Financial Oversight: Prepare client billings, monitor receivables, and ensure timely collections.
• Community & Industry Engagement: Represent the firm in public forums, industry events, and civic engagements.
• Leverage external relationships with bankers, attorneys, and industry groups to broaden the firm's network.
• Firm Collaboration: Work closely with internal teams to ensure effective service delivery and resource allocation.
• Participate in firm-wide training, marketing, and business development initiatives.
• Additional Attributes
• Ability to travel to client sites, equipped with the necessary documentation and equipment.
• Commitment to upholding firm policies and procedures as outlined in the HR Manual.
• Dedication to personal and professional growth, continuously refining your areas of expertise and leadership skills.
• This is an exceptional opportunity for a forward-thinking professional ready to lead and innovate within a dynamic firm.

Qualification

Bachelor's Degree