Tax Principal

Distinct | North America; California (MO); Hybrid; USD 170,000 - 200,000; Full time

Benefits offered by this job

401(k) with match

Generous PTO

Lean team encourages ideas

Job summary

Distinct in Marin, a tax and consulting firm, seeks a Tax Principal to lead engagements, shape business and tax strategy, and manage a client portfolio. You will mentor staff and collaborate with partners on growth plans.

The role offers a prominent partner-track path with a compensation range of $170,000 to $200,000, primarily remote with some office time in busy months. Local Bay Area presence is required, with a lean team and an emphasis on practical ideas over bureaucracy.

Qualifications

• Managerial experience in a tax/consulting setting.
• CPA or EA certification required or in process.
• Strong ability to provide strategic tax planning and client leadership.

Responsibilities

• Plan and schedule tax engagements for clients.
• Lead complex tax issues and ensure quality of outputs.
• Provide business advice and tax strategy for privately held companies and owners.
• Mentor and provide feedback to tax staff.

Skills

Managerial experience

CPA/EA

Tax leadership

Education

Master's in Tax

Job description

Getting onto the partner track usually means more hours in the office, not fewer. This firm's gone the other way.

It's a tax and consulting firm in Marin that works with privately held businesses and their owners. Tax Principal, $170,000 to $200,000, mostly remote with some office time in the busy months.

There's a path to partnership, and they say there's more than one way to get there.

You'd run the tax engagements, work with the partners on business and tax strategy, and manage your own client portfolio. Some of the strategies are the firm's own, and you'd be calculating and analyzing those as well.

Why this firm

• $170,000 to $200,000 and a partner track
• Mostly remote, with minimal office time asked for
• 401(k) with a match and generous PTO
• A lean team where new ideas get used instead of minuted
• The honest bits: Some (but few) weekends as needed, and you must be local to the Bay Area

What you'll be doing

• Planning and scheduling the tax engagements
• Handling the complex issues and standing behind the quality of what goes out
• Business advice and tax strategy for privately held companies and their owners
• Mentoring the tax staff and giving them useful feedback

What you'll have

• CPA or EA
• Time already spent in a managerial role
• Corporate, individual or partnership tax, and you're comfortable presenting to a room
• A master's in tax is preferred