Principal Tax Manager

US Enhanced Personnel; Cincinnati (OH); Hybrid; USD 180,000 - 280,000; Full time

Benefits offered by this job

401(k) with company match

Multiple medical plan options

Disability & life insurance

HSA and FSA options

Professional development opportunities

Job summary

A leading financial advisory firm in Cincinnati is seeking a Principal in Tax & Advisory to lead tax engagements and provide strategic advisory services. You will guide the firm's culture and professional development, while managing client relationships and business development. The ideal candidate has 10+ years of experience in public accounting, strong expertise in taxation, and excellent communication skills. Join a collaborative environment that values innovation and professional growth.

Qualifications

• 10+ years of progressive public accounting experience with leadership responsibility.
• Strong understanding of GAAP and multi-state tax regulations.
• Preferred experience with project management and team mentoring.

Responsibilities

• Lead and review tax engagements with accuracy and insight.
• Communicate clearly with internal and external stakeholders.
• Coach and mentor team members for professional growth.
• Collaborate with office leadership to identify opportunities, streamline operations, and implement change across locations.
• Coach, mentor, and develop team members.
• Identify and drive business development through referrals, networking, and community involvement.
• Reallocate work to manage workloads, deadlines, and capacity.
• Communicate with clarity and professionalism to internal and external stakeholders.
• Stay current on evolving tax laws, GAAP, and planning strategies.

Skills

Advanced expertise in individual and passthrough taxation

Client relationship management

Exceptional communication skills

Project management

Strategic planning

GAAP knowledge

Education

CPA or EA required

Bachelor’s in Accounting or related field required

Master’s in Accounting/Tax preferred

Tools

CCH Axcess

Engagement

Job description

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