Tax Principal

Wertz & Associates; Atlanta (GA); Hybrid; USD 190,000 - 275,000; Full time

Benefits offered by this job

Competitive compensation package

Performance-based bonus opportunities

Flexible work arrangements

Advancement opportunities within a(n)?

Job summary

Wertz & Associates, a national advisory firm, seeks a Tax Principal in Atlanta to lead complex engagements and guide tax strategy for privately held businesses, healthcare, finance, and real estate clients. You will collaborate with executives, oversee teams, and drive growth across markets.

The role combines technical tax leadership with business advisory responsibilities, offering significant client impact, leadership development, and opportunities to shape the firm’s tax practice.

Qualifications

• CPA, EA, or equivalent professional designation.
• 8+ years of public accounting, consulting, or tax leadership experience.
• Experience serving business clients and ownership groups.
• Exceptional communication and relationship-management skills.
• Demonstrated leadership and team development abilities.
• Strong analytical and strategic problem-solving skills.

Responsibilities

• Lead sophisticated tax planning, compliance, and consulting engagements.
• Advise clients on entity structuring, tax planning, and growth strategies.
• Deliver proactive solutions that improve tax efficiency and business performance.
• Consult on complex federal, state, and local tax matters.
• Serve as a trusted advisor to executives, ownership groups, and stakeholders.
• Develop and strengthen long-term client relationships.
• Lead and mentor tax professionals and subject matter experts.
• Assist in recruiting and retention initiatives.
• Foster a culture of collaboration, accountability, and excellence.

Skills

Communication skills

Relationship management

Leadership

Analytical thinking

Education

CPA or EA designation

Job description

Tax Principal

Strategic Tax Leadership | Multi-Industry Advisory | Practice Growth | Future Firm Leadership

Compensation: $190,000–$275,000 Base + Performance Bonus + Principal-Level Leadership Opportunity

Location: Atlanta, Georgia (Additional Locations Available)
Schedule: Flexible Hybrid

Our client, a nationally recognized consulting, tax, accounting, audit, and advisory firm, is seeking an experienced Tax Principal to join its expanding Tax Services practice.

This is more than a traditional tax leadership role.

It's an opportunity to serve as a strategic advisor to privately held businesses, healthcare organizations, financial institutions, real estate investors, manufacturers, and professional service firms while helping drive the continued growth of a highly respected national advisory platform.

The ideal candidate combines deep technical tax expertise with strong relationship-building skills, leadership capabilities, and a passion for helping clients navigate complex business and tax challenges.

If you're seeking a visible leadership position with significant client impact, team development responsibilities, and long-term career growth opportunities, we'd welcome a confidential conversation.

Why This Opportunity Stands Out

• $190,000–$275,000 base salary
• Performance-based bonus opportunity
• Principal-level leadership position
• National platform with regional culture
• Significant client advisory responsibilities
• Diverse industry exposure
• Strong business development opportunities
• Direct influence on practice growth and strategy
• Clear long-term leadership trajectory
• Collaborative and entrepreneurial culture

Exceptional candidates with significant books of business, niche industry expertise, or demonstrated practice development success may be considered above the posted compensation range.

The Opportunity

As a Tax Principal, you'll serve as both a technical leader and trusted business advisor while overseeing complex client engagements and helping guide the future direction of the tax practice.

You’ll work directly with business owners, executives, boards, investors, and organizational leaders while providing sophisticated tax planning, consulting, compliance oversight, and strategic business guidance.

This role provides exposure to:

• Tax Advisory & Consulting
• Business Strategy
• Multi-State Taxation
• Pass-Through Entity Planning
• High-Net-Worth Tax Planning
• Nonprofit & Exempt Organization Tax
• Practice Development
• Team Leadership & Mentorship

Key Responsibilities

Strategic Tax Advisory

• Lead sophisticated tax planning, compliance, and consulting engagements
• Advise clients on entity structuring, tax planning, and growth strategies
• Deliver proactive solutions that improve tax efficiency and business performance
• Consult on complex federal, state, and local tax matters
• Serve as a trusted advisor to executives, ownership groups, and stakeholders

Client Relationship Leadership

• Develop and strengthen long-term client relationships
• Serve as the primary advisor on high-level tax and business matters
• Deliver exceptional client service across a broad range of industries
• Identify opportunities to expand relationships and service offerings
• Help clients navigate complex business and regulatory challenges

Team Leadership & Development

• Lead and mentor tax professionals and subject matter experts
• Help build and develop a high-performing tax practice
• Provide coaching, technical guidance, and leadership support
• Assist in recruiting and retention initiatives
• Foster a culture of collaboration, accountability, and excellence

Practice Growth & Business Development

• Participate in networking, business development, and relationship-building activities
• Convert opportunities into long-term client relationshipsAssist with proposals, presentations, and strategic growth initiatives
• Support expansion within both existing and new markets
• Contribute to the continued growth of the firm's tax practice

Industry Exposure

This role provides significant exposure to clients within:

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

Professionals with expertise in one or more of these industries will find substantial opportunities for growth and specialization.

Qualifications

Required

• CPA, EA, or equivalent professional designation
• 8+ years of public accounting, consulting, or tax leadership experienceStrong tax planning and compliance experience
• Experience serving business clients and ownership groups
• Exceptional communication and relationship-management skills
• Demonstrated leadership and team development abilities
• Strong analytical and strategic problem-solving skills

Preferred

• 10+ years of progressive tax experience
• Experience with pass-through entities, partnerships, and S-Corporations
• Experience with Form 990s and exempt organizations
• Multi-state tax experience
• Industry expertise in healthcare, financial institutions, manufacturing, real estate, or professional services
• Business development and client acquisition experience
• Existing referral network or book of business

Who Thrives Here?

The ideal candidate:

• Thinks like a business advisor rather than simply a tax professional
• Enjoys building long-term client relationships
• Wants meaningful leadership responsibility
• Has an entrepreneurial mindset
• Enjoys helping develop future leaders
• Values collaboration and innovation
• Wants to play a visible role in firm growth and success

Benefits

• Competitive compensation package
• Performance-based bonus opportunities
• Comprehensive health, dental, and vision benefits
• Retirement savings programs
• Professional development and leadership training
• Advancement opportunities within a growing national organization
• Collaborative, team-oriented environment
• Access to specialized resources and industry experts
• Flexible work arrangements
• Strong support for continuing education and professional growth

About Our Client

Our client is a leading independent advisory, accounting, consulting, audit, and tax firm serving organizations throughout the United States. With professionals across multiple offices nationwide, the firm delivers sophisticated advisory solutions while maintaining the responsiveness and client-centered approach often associated with smaller firms.

The organization serves a diverse client base spanning healthcare, financial institutions, real estate, manufacturing, professional services, nonprofit organizations, and closely held businesses. Through its collaborative culture, technical excellence, and commitment to innovation, the firm has developed a reputation as a trusted advisor for organizations navigating complex tax, compliance, and business challenges.

Professionals benefit from exposure to sophisticated client engagements, direct access to leadership, meaningful career development opportunities, and the ability to make a significant impact on both clients and the firm's future growth.

If you're a senior tax leader seeking a Principal-level opportunity with significant influence, strong earning potential, and the ability to shape the future of a growing practice, we'd love to speak with you confidentially.