Connecticut Tax Practice Leader: Path to Principal

Jobot; Norwalk (CA); Hybrid; USD 165,000 - 200,000; Full time

Benefits offered by this job

PTO 18 days + 8 holidays

Medical, dental, and vision insurance

401(k) with company contribution

Personal financial planner

CPA study support

Community service time

Flexible work arrangements

Job summary

Jobot seeks a Senior Tax Manager/Principal to lead the Connecticut practice, partnering with current leadership to learn the office’s client base, team, culture, operations, and business while preparing for future leadership responsibilities.

You’ll manage a substantial book of business, deliver proactive tax planning and advisory services, and mentor staff as you progress toward Principal-level leadership and broader office responsibilities.

Qualifications

• Active CPA or EA license.
• 10+ years of progressive public accounting experience, with emphasis on complex business and individual taxation.
• Significant experience managing client relationships and a book of business.
• Strong technical tax, planning, research, and advisory skills.
• Experience leading, coaching, and developing professional staff.
• Excellent communication, organizational, and client service skills.

Responsibilities

• Partner with current Connecticut leadership to learn the office’s client base, team, culture, operations, and business while preparing for future leadership responsibilities.
• Build and maintain strong client relationships while managing and growing a significant book of business.
• Review complex business and individual tax returns, including multi-state filings, and provide guidance on complex federal, state, and local tax matters.
• Deliver proactive, year-round tax planning and strategic advisory services to help clients identify opportunities and make informed financial decisions.
• Identify opportunities to expand client relationships and connect clients with additional services and expertise.
• Lead, coach, mentor, and develop tax professionals while overseeing workflow, client assignments, and engagement execution.
• Participate in recruiting, developing, and retaining high-performing team members.
• Build relationships with prospective clients, referral sources, and the local business community to support business development and practice growth.
• Collaborate with firmwide leadership and shared service teams to support broader firm strategies and initiatives.
• Gradually assume increased responsibility for office leadership, staffing, client relationships, operations, and business performance.
• Ultimately serve as the senior leader and primary point of contact for the Connecticut office, responsible for its people, clients, business, and overall success.

Skills

CPA license

Public accounting

Client relationships

Leadership

Business development

Education

Bachelor's degree in Accounting

CPA or EA license

Job description

Jobot seeks a Senior Tax Manager/Principal to lead the Connecticut practice, partnering with current leadership to learn the office’s client base, team, culture, operations, and business while preparing for future leadership responsibilities.

You’ll manage a substantial book of business, deliver proactive tax planning and advisory services, and mentor staff as you progress toward Principal-level leadership and broader office responsibilities.