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Tax Principal

Wertz & Associates


Job Location:

Conway County, AR - USA

Monthly Salary: Not provided by the employer
Posted: 25 July 2026 (30+ days ago)
Application Deadline: 22 October 2026
Vacancies: 1 Vacancy

Job Summary

Tax Principal
Real Estate & Construction Tax Practice Leadership Business Development Future Firm Leadership

Compensation: $180000$250000 Base Performance Bonus Leadership Opportunity

(Exceptional candidates with significant real estate or construction industry expertise established client relationships or proven business-development capabilities may be considered above the posted compensation range.)

Location: Cleveland / Sheffield Village Ohio (Hybrid Flexibility Available)

Our client a highly respected and growth-focused public accounting and advisory firm is seeking an experienced Tax Principal to play a key leadership role in the continued expansion of its tax practice.

This is not simply another senior tax leadership position.

This is an opportunity to become one of the key drivers of a thriving firm known for exceptional client service deep advisory relationships and a commitment to developing both its clients and its people.

The ideal candidate will bring strong technical tax expertise proven leadership abilities and a passion for building relationships. This individual will serve as a trusted advisor to business owners real estate investors developers construction companies entrepreneurs and high-net-worth families while helping shape the firms future growth strategy.

If youre looking for a seat at the leadership table influence over firm direction and the opportunity to expand an already successful practice wed welcome a confidential conversation.

Why This Opportunity Stands Out
  • $180000$250000 base salary
  • Performance-based bonus program
  • Significant leadership visibility and influence
  • Opportunity to further expand a thriving Real Estate & Construction practice
  • Established client relationships and referral networks
  • Sophisticated tax planning and consulting engagements
  • Meaningful business development opportunities
  • Collaborative and entrepreneurial leadership team
  • Hybrid work flexibility
  • Outstanding long-term career upside

Exceptional candidates with significant real estate or construction industry expertise established client relationships or proven business-development capabilities may be considered above the posted compensation range.

The Opportunity

As a Tax Principal youll serve as a strategic advisor business builder mentor and firm leader.

Youll partner closely with business owners investors executives family groups developers and closely held companies to help them navigate complex tax challenges capitalize on opportunities and achieve long-term financial success.

This role combines:

  • Advanced Tax Planning & Strategy
  • Real Estate & Construction Expertise
  • Client Advisory Services
  • Practice Leadership
  • Team Development & Mentorship
  • Business Development
  • Firm Growth & Strategic Initiatives
Key Responsibilities
Strategic Tax Advisory
  • Lead sophisticated tax planning engagements for real estate developers construction companies closely held businesses investors and high-net-worth individuals
  • Review complex corporate partnership individual fiduciary and pass-through entity tax returns
  • Develop proactive tax strategies designed to maximize client outcomes
  • Advise clients on business transactions succession planning estate planning and wealth preservation strategies
  • Monitor tax legislation and communicate planning opportunities to clients and internal teams
Client Relationship Leadership
  • Serve as a trusted advisor for key client relationships
  • Partner with business owners and executives on critical financial and tax decisions
  • Deliver exceptional client service through responsiveness accessibility and practical advice
  • Identify opportunities to expand existing client relationships and service offerings
Team Leadership & Development
  • Mentor coach and develop managers seniors and staff professionals
  • Help build a high-performance team culture focused on collaboration and accountability
  • Support recruiting training and retention initiatives
  • Promote technical excellence and professional growth throughout the organization
Practice Growth
  • Actively participate in networking and business development initiatives
  • Develop referral relationships with attorneys bankers wealth advisors and other professional partners
  • Represent the firm at industry events and community organizations
  • Help drive strategic growth initiatives and market expansion efforts
Qualifications
  • Active CPA license required
  • Bachelors Degree in Accounting required
  • 10 years of progressive public accounting tax experience
  • Strong experience serving real estate construction and closely held business clients
  • Experience managing sophisticated tax planning and compliance engagements
  • Proven leadership mentorship and business development abilities
  • Strong communication and relationship-building skills
  • Ability to serve as both a technical expert and trusted business advisor
  • Desire to contribute to firm growth and long-term success
Who Thrives Here

The ideal candidate:

  • Thinks like a business advisor not simply a tax professional
  • Enjoys building and growing client relationships
  • Has a passion for mentoring future leaders
  • Brings an entrepreneurial mindset to practice development
  • Wants a high-impact leadership role with visibility and influence
  • Takes pride in becoming a trusted advisor to clients and colleagues
  • Seeks an opportunity where contributions directly affect firm success
Benefits
  • Competitive compensation package
  • Performance-based bonus program
  • Hybrid work flexibility
  • Comprehensive medical dental and vision coverage
  • Disability and life insurance
  • Generous paid time off
  • Paid parking
  • Summer hours program with flexible Fridays
  • Busy season meals
  • Flexible scheduling
  • Firm retreats social events and team-building activities
  • Employee fee participation program
About Our Client

Our client has built a reputation for delivering exceptional tax advisory audit valuation transaction succession planning and consulting services to privately held businesses and their owners.

Unlike firms focused solely on compliance they take a holistic advisory approach helping clients navigate every stage of the business lifecyclefrom growth and expansion to succession retirement and exit planning.

The firms culture is built around leadership accountability continuous learning community involvement and an unwavering commitment to client success. As they continue to grow they are seeking leaders who want to make a meaningful impact on clients mentor future professionals and help shape the next generation of firm leadership.

If youre an experienced tax leader seeking a highly visible role with significant influence strong earning potential and the opportunity to help grow a premier advisory practice wed love to speak with you confidentially.