JOB SUMMARY
As a Tax Principal, you will assume a strategic leadership role, driving the growth and excellence of our tax practice. You will provide visionary guidance, manage high-level client relationships, and shape innovative tax strategies. Your extensive experience in tax advisory, team leadership, and business development will play a pivotal role in elevating our firm’s reputation as a premier tax service provider.
JOB DESCRIPTION
Tax Strategy and Engagement Oversight
- Develop cutting-edge tax planning strategies that leverage industry insights and regulatory expertise
- Provide visionary insights in areas such as tax optimization, risk management, and emerging tax trends
- Review and oversee the preparation of tax returns to ensure accuracy, compliance with regulations, and adherence to internal quality control standards
- Monitor and manage tax filing deadlines, extensions, and other compliance requirements to avoid penalties and ensure timely submissions
- Manage engagement progress, budgets, and deadlines, making strategic adjustments as required
Research and Analysis
- Stay abreast of evolving tax laws, regulations, and industry developments, applying this knowledge to client engagements and internal training initiatives
- Provide expert guidance on complex tax scenarios, research inquiries, and emerging compliance trends
Client Communication
- Foster and nurture high-level client relationships, serving as a trusted advisor for complex tax matters
- Lead client meetings, understand their financial objectives, and develop tailored tax strategies that align with their goals
Team Collaboration
- Lead, inspire, and mentor a team of seasoned tax professionals, encouraging a culture of collaboration, growth, and excellence
- Provide guidance, continuous learning opportunities, and support to facilitate the team’s professional advancement
Process Improvement and Innovation
- Lead process improvement initiatives to enhance tax workflows, methodologies, and quality control procedures
- Shape and execute the tax practice’s strategic vision, aligning with the firm’s broader goals
- Implement innovations that improve efficiency, accuracy, and client satisfaction
Strategic Business Development
- Drive the firm’s business development efforts by identifying new opportunities, nurturing client leads, and expanding service offerings
- Play a key role in proposal development, client presentations, and strategic Managing Director initiatives
- Collaborate with executive leadership to drive projects that enhance the firm’s market presence and competitive edge
REQUIRED EDUCATION AND EXPERIENCE
- Bachelor’s degree in accounting, finance, or a related field
- 10+ years of relevant experience
- 8+ years of progressive tax leadership experience in a CPA firm or related professional service environment
- CPA license
- Responsible for completing the minimum CPE credit requirement
- Specific positions may require additional industry or specialization certifications
- Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research
PREFERRED EDUCATION AND EXPERIENCE
- Advanced degree (Master’s) or additional relevant certifications
- Juris Doctor (JD) degree for specialty positions
WHO WE ARE
UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.
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