Tax Principal
Tax Principal
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Job Description
Tax Principal
Bellevue WA
Our client a growing financial planning and wealth management firm is launching a tax division and seeking a strategic Tax Principal to lead the charge. With established wealth management and client accounting services expanding into tax is the next step in their growth.
As Tax Principal youll have the autonomy to build and lead the practice develop client relationships and hire and mentor a team. Youll work directly with highnetworth individuals and business owners focusing on tax planning and compliance for individuals and flowthrough entities.
This role does not require you to bring a book of businessjust the expertise and drive to build out the division and start working with clients from day one.
If youre a Tax Principal or Principal ready to shape a firms future lead a team and establish a thriving tax practice we want to hear from you!
Tax Principal Responsibilities:
- Develop and execute the strategy for building out the firms new tax division.
- Establish processes technology and best practices for tax operations.
- Lead client engagements ensuring highquality tax planning and compliance.
- Prepare and sign off on tax returns for highnetworth individuals and flowthrough entities.
- Review and manage tax returns of varying complexity.
- Hire train and mentor tax staff fostering a collaborative and highperforming team.
- Oversee tax research staying ahead of regulatory changes and advising clients accordingly.
- Collaborate with the firms wealth management and accounting teams to provide integrated services.
- Identify opportunities to expand tax service offerings and enhance client value.
- Develop and implement efficient tax workflows and software solutions.
- Ensure compliance with all federal state and local tax laws.
Tax Principal Qualifications:
- Minimum of 4 years of public accounting tax experience. BA/BS in Accounting
- CPA required; MS in Taxation is a plus.
- Strong skills in research writing and tax review.
- Proven ability to manage projects from start to finish.
- Ability to handle multiple client engagements at once.
- Capable of working independently and collaboratively within a team.
Benefits and Appreciation:
- Medical Dental and Vision Insurance
- Paid timeoff and holiday
- 401K with matching
Compensation: $130000 $150000
Employment Type
Full Time
