Tax Principal

Experience: Manager

Salary: $220,000 - $250,000 per year Job Details We are seeking a Tax Director to join our team as part of our long-term succession planning strategy tied to upcoming leadership retirements. This role offers broad exposure across both tax and accounting functions, along with significant client and engagement leadership responsibilities.

Key Responsibilities: Lead compilation and review engagements, including oversight of financial statement preparation Manage tax planning and compliance for individual, corporate, and partnership clients Perform financial reporting and analysis to support client decision-making Research and resolve complex accounting and tax matters Oversee engagement planning, risk assessment, and client relationship management

Qualifications: 10+ years of progressive experience in public accounting and private industry (tax and accounting) Strong experience with compilation and review engagements CPA license Master’s degree in Accounting, Taxation, or related field preferred A bit about us: Our team brings decades of experience in listening, planning, and delivering honest guidance to our clients. From investment management and retirement planning for individuals, to tax full cycle accounting for businesses, we work closely with you to create a tailored plan that meets your needs today and prepares you for the future. We begin by understanding your unique financial goals and needs. Through a detailed portfolio analysis and a thorough risk profile assessment, we craft a personalized strategy.

Why join us? Best Place to Work for 9 consecutive years! Recognized for excellent culture! 5.5 weeks PTO! Health Insurance cost covered by employer Top 100 recognition 20%+ YOY growth for the last two years! Flexible schedule! #accounting-finance #tax #finance #accounting #tier 3