Principal Tax Manager

Setting the Recruiting and Leadership world ablaze. Principal – Tax & Advisory | Leadership Opportunity Are you a seasoned tax professional ready to step into a role where leadership, advisory excellence, and strategic impact converge? As a Principal , you set the tone for excellence, embody the firm’s values, and help shape the culture and future growth of the organization—redefining what integrated financial planning looks like. What You’ll Do Lead and review tax engagements for individuals, passthrough entities, and trusts with accuracy and insight. Serve as a trusted advisor—anticipating client needs, identifying opportunities, and delivering proactive planning. Partner with tax, accounting, and wealth teams to provide holistic, integrated client solutions. Work with office leadership to identify opportunities, streamline operations, and implement effective change across multiple locations. Coach, mentor, and develop team members to support professional and personal growth. Identify and drive business development opportunities through referrals, networking, and community involvement. Reallocate work across teams to manage workloads, deadlines, and organizational capacity. Communicate with clarity, professionalism, and care when addressing internal and external challenges. Stay current on evolving tax laws, GAAP, and emerging planning strategies. What You Bring CPA or EA required; Bachelor’s in Accounting or related field required. Master’s in Accounting/Tax preferred. 10+ years of progressive public accounting experience, including leadership responsibility. Advanced expertise in individual and passthrough taxation and strategic planning. Proven business development and client relationship management success. Strong understanding of GAAP, federal, and multi-state tax regulations. Exceptional communication skills and the ability to translate complex issues into clear client guidance. Project management and team mentoring experience. Preferred experience with CCH Axcess, Engagement, and related tax software. Commitment to collaboration, continuous learning, and innovation. Why Join This Firm? Strong Culture: A collaborative environment rooted in service, respect, and ongoing improvement. Professional Development: Access to continuing education, peer resources, and leadership development. Meaningful Impact: Opportunity to shape the firm’s growth, processes, and client experience. Innovative Environment: Your insights matter—this team encourages new ideas and forward thinking. 401(k) with company match Multiple medical plan options Disability & life insurance HSA and FSA options In-office with one preset remote day per week If you're a strategic tax leader who thrives in a collaborative, growth-oriented environment—and you're ready to contribute to a firm redefining integrated financial planning—I’d love to connect. Message me directly or apply to start a confidential conversation. Seniority level Mid-Senior level Employment type Full-time Job function Management Accounting #J-18808-Ljbffr