Senior Tax Strategy Leader | Client Advisory & Growth

UHY International; Irvine (CA); On-site; USD 195,000 - 276,000; Full time

Benefits offered by this job

Health insurance

Dental coverage

Vision coverage

401(k) retirement plan

PTO

Job summary

UHY International is seeking a Tax Principal to lead the tax practice, shaping innovative strategies and guiding client engagements from conception to execution.

You will oversee complex tax planning, risk management, and compliance, while mentoring a high-caliber team and driving business development. This role requires a CPA license and extensive leadership experience in a CPA or professional services firm.

Qualifications

• Bachelor's degree in accounting, finance, or a related field.
• 10+ years of relevant experience in tax leadership.
• 8+ years of progressive tax leadership experience in a CPA firm or related professional service environment.
• CPA license.
• Responsible for completing the minimum CPE credit requirement.
• Specific positions may require additional industry or specialization certifications.
• Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research.

Responsibilities

• Develop cutting-edge tax planning strategies that leverage industry insights and regulatory expertise.
• Provide visionary insights in tax optimization, risk management, and emerging tax trends.
• Review and oversee the preparation of tax returns to ensure accuracy, compliance, and adherence to quality standards.
• Monitor and manage tax filing deadlines, extensions, and other compliance requirements.
• Manage engagement progress, budgets, and deadlines, making strategic adjustments as required.
• Stay abreast of evolving tax laws, regulations, and industry developments and apply to client engagements and training.
• Provide expert guidance on complex tax scenarios and research inquiries.
• Foster and nurture high-level client relationships as trusted advisor for complex matters.
• Lead client meetings, understand financial objectives, and develop tailored tax strategies.
• Lead, mentor, and develop a team of seasoned tax professionals.
• Lead process improvement initiatives to enhance tax workflows and quality control.
• Shape and execute the tax practice’s strategic vision in line with firm goals.
• Drive business development and proposals; collaborate with executives on initiatives.

Education

Bachelor's degree in accounting, finance, or related field

CPA license

Advanced degree (Master's) or additional relevant certifications

Tools

CCH Prosystem FX

Axcess Tax

Axcess Document

Axcess Workstream

Thomson Reuters Fixed Assets CS

Checkpoint for Tax Research

Job description

UHY International is seeking a Tax Principal to lead the tax practice, shaping innovative strategies and guiding client engagements from conception to execution.

You will oversee complex tax planning, risk management, and compliance, while mentoring a high-caliber team and driving business development. This role requires a CPA license and extensive leadership experience in a CPA or professional services firm.