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Tax Principal

Wertz & Associates


Job Location:

Tampa, FL - USA

Monthly Salary: Not provided by the employer
Posted: 1 September 2026 (30 days ago)
Application Deadline: 29 November 2026
Vacancies: 1 Vacancy

Job Summary

Tax Principal
Strategic Tax Leadership Multi-Industry Advisory Practice Growth Principal-Level Opportunity

Compensation: $190000$275000 Base Performance Bonus Long-Term Leadership Opportunity

Location: Tampa Florida
Schedule: Flexible Hybrid

Our client a nationally recognized consulting tax accounting audit and advisory firm is seeking an experienced Tax Principal to join its growing Tampa office.

This is not simply another senior tax leadership role.

This is an opportunity to serve as a trusted advisor to business owners investors healthcare organizations financial institutions real estate companies manufacturers and professional service firms while helping drive the growth and strategic direction of a nationally respected tax practice.

The ideal candidate combines deep technical tax expertise with strong client relationship skills leadership capabilities business development experience and a passion for helping clients solve complex business and tax challenges.

If youre looking for a highly visible role with meaningful influence significant earning potential and long-term leadership growth opportunities wed welcome a confidential conversation.

Why This Opportunity Stands Out
  • $190000$275000 base salary
  • Performance-based bonus opportunity
  • Principal-level leadership position
  • National platform with entrepreneurial culture
  • Significant client advisory responsibilities
  • Exposure to sophisticated and complex tax engagements
  • Strong business development opportunities
  • Direct influence on practice growth and strategic initiatives
  • Collaborative leadership environment
  • Clear path toward expanded leadership responsibilities

Exceptional candidates with a book of business niche industry expertise significant practice-growth success or advanced leadership experience may be considered above the posted compensation range.

The Opportunity

As a Tax Principal youll serve as both a strategic business advisor and firm leader while helping guide the continued expansion of the tax practice.

Youll work directly with executives entrepreneurs investors ownership groups healthcare systems nonprofit organizations and closely held businesses while leading sophisticated tax planning consulting and compliance engagements.

This role offers significant exposure to:

  • Tax Advisory & Consulting
  • Federal & Multi-State Tax Planning
  • Pass-Through Entity Taxation
  • Business Strategy & Growth Planning
  • Healthcare Industry Taxation
  • Real Estate Tax Planning
  • Team Leadership & Development
  • Practice Growth & Business Development
Key Responsibilities
Strategic Tax Advisory
  • Lead complex tax planning consulting and compliance engagements
  • Develop proactive tax strategies designed to support client growth and profitability
  • Advise clients on entity structuring ownership transitions and strategic business transactions
  • Provide guidance on sophisticated federal state and local tax matters
  • Serve as a trusted advisor to executives business owners and organizational leadership teams
Client Relationship Leadership
  • Build and maintain long-term strategic client relationships
  • Deliver exceptional client service and practical business insight
  • Identify opportunities to expand existing relationships and services
  • Collaborate with executives boards and management teams on critical initiatives
  • Help clients navigate changing business regulatory and tax environments
Team Leadership & Development
  • Lead and develop tax professionals and subject matter experts
  • Mentor future managers directors and firm leaders
  • Provide coaching technical guidance and career development support
  • Support recruiting retention and employee development initiatives
  • Foster a culture focused on collaboration innovation and excellence
Business Development & Practice Growth
  • Participate in networking industry events and speaking engagements
  • Develop relationships with referral sources and prospective clients
  • Assist with proposals presentations and growth initiatives
  • Help expand the firms presence within the Florida market
  • Support strategic business planning and market development efforts
Industry Exposure

This role provides exposure to a broad range of industries including:

  • Healthcare
  • Financial Institutions
  • Real Estate
  • Manufacturing
  • Professional Services
  • Nonprofit Organizations
  • Closely Held Businesses
  • High-Net-Worth Individuals & Ownership Groups

Professionals with expertise in one or more of these industries will have opportunities to further develop and expand those specializations.

Qualifications
Required
  • CPA EA or equivalent professional credential
  • 8 years of tax experience within public accounting consulting or tax leadership environments
  • Strong tax planning and advisory experience
  • Experience managing sophisticated client relationships
  • Demonstrated leadership and mentoring capabilities
  • Excellent communication and presentation skills
  • Strategic analytical and problem-solving abilities
Who Thrives Here

The ideal candidate:

  • Thinks like a trusted business advisor rather than simply a tax professional
  • Enjoys developing long-term client relationships
  • Has a passion for mentoring and leadership
  • Brings an entrepreneurial mindset to practice growth
  • Enjoys helping clients solve complex business challenges
  • Wants meaningful influence on firm strategy and success
  • Values collaboration innovation and continuous improvement
Benefits
  • Competitive compensation package
  • Performance-based bonus opportunities
  • Comprehensive medical dental and vision coverage
  • Retirement savings programs
  • Professional development and leadership training
  • Continuing education support
  • Flexible work arrangements
  • Advancement opportunities within a growing national organization
  • Collaborative and entrepreneurial culture
  • Access to specialized industry resources and expertise
About Our Client

Our client is one of the nations leading independent advisory tax consulting audit and accounting firms. Serving organizations across the United States the firm combines national resources and technical expertise with a relationship-driven approach that prioritizes client success and long-term trust.

The organization is particularly well-known for its leadership in healthcare financial services real estate manufacturing professional services and nonprofit advisory services. Through its commitment to technical excellence innovation and client service the firm has established itself as a trusted advisor to organizations navigating complex business and tax challenges.

Professionals benefit from exposure to sophisticated engagements direct access to leadership meaningful career development opportunities and the ability to make a significant impact on both clients and the continued growth of the firm.

If youre a senior tax leader seeking a Principal-level opportunity with strong earning potential meaningful client influence and a platform for long-term leadership success wed love to speak with you confidentially.