Tax Principal

640 UHY Advisors Great Lakes, Inc.; Cincinnati (OH); On-site; USD 180,000 - 240,000; Full time

Benefits offered by this job

Competitive compensation package

Health, dental, vision insurance

401(k) retirement plan & generous PTO

Job summary

640 UHY Advisors Great Lakes, Inc. seeks a Tax Principal to drive growth and excellence in our tax practice. You will provide strategic guidance, manage high-level client relationships, and shape innovative tax strategies within a premier advisory firm.

Ideal candidates have 10+ years in tax leadership, CPA license, and a proven track record in business development and team leadership. Travel and CPA-related CPE expectations apply as part of the role.

Qualifications

• Bachelor’s degree in accounting, finance, or a related field.
• 10+ years of relevant experience.
• 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.
• Advanced degree (Master’s) or additional relevant certifications.
• Juris Doctor (JD) degree for specialty positions.

Responsibilities

• Develop cutting-edge tax planning strategies leveraging 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 and compliance.
• Monitor and manage tax filing deadlines, extensions, and other compliance requirements.
• Manage engagement progress, budgets, and deadlines, making strategic adjustments.
• Stay abreast of evolving tax laws and industry developments, applying this knowledge to client engagements.
• Provide expert guidance on complex tax scenarios, research inquiries, and emerging compliance trends.
• Foster and nurture high-level client relationships, serving as a trusted advisor for complex tax matters.
• Lead client meetings, understand financial objectives, and develop tailored tax strategies.
• Lead, inspire, and mentor a team of seasoned tax professionals.

Skills

Leadership

Client relations

Tax strategy

Business development

Education

CPA license

Advanced degree (Master's)

Juris Doctor (JD)

Tools

CCH Prosystem FX

Axcess Tax

Axcess Document

Axcess Workstream

Thomson Reuters Fixed Assets CS

Checkpoint for Tax Research

Job description

Job Summary

As a Tax Principal, you will assume a strategic leadership role, driving the growth and excellence of our tax practice. You will provide visionary guidance, manage high-level client relationships, and shape innovative tax strategies. Your extensive experience in tax advisory, team leadership, and business development will play a pivotal role in elevating our firm's reputation as a premier tax service provider.

Responsibilities

• Tax Strategy and Engagement Oversight
  • Develop cutting‑edge tax planning strategies leveraging 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 internal quality control standards.
  • Monitor and manage tax filing deadlines, extensions, and other compliance requirements to avoid penalties and ensure timely submissions.
  • Manage engagement progress, budgets, and deadlines, making strategic adjustments as required.
• Research and Analysis
  • Stay abreast of evolving tax laws, regulations, and industry developments, applying this knowledge to client engagements and internal training initiatives.
  • Provide expert guidance on complex tax scenarios, research inquiries, and emerging compliance trends.
• Client Communication
  • Foster and nurture high‑level client relationships, serving as a trusted advisor for complex tax matters.
  • Lead client meetings, understand their financial objectives, and develop tailored tax strategies that align with their goals.
• Team Collaboration
  • Lead, inspire, and mentor a team of seasoned tax professionals, encouraging a culture of collaboration, growth, and excellence.
  • Provide guidance, continuous learning opportunities, and support to facilitate the team's professional advancement.
• Process Improvement and Innovation
  • Lead process improvement initiatives to enhance tax workflows, methodologies, and quality control procedures.
  • Shape and execute the tax practice's strategic vision, aligning with the firm's broader goals.
  • Implement innovations that improve efficiency, accuracy, and client satisfaction.
• Strategic Business Development
  • Drive the firm's business development efforts by identifying new opportunities, nurturing client leads, and expanding service offerings.
  • Play a key role in proposal development, client presentations, and strategic initiatives.
• Managing Director Initiatives
  • Collaborate with executive leadership to drive projects that enhance the firm's market presence and competitive edge.
• Supervisory Responsibilities
  • Supervise subordinate team members.

Work Environment

Work is conducted in a professional office environment with minimal distractions.

Physical Demands

• Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time.
• Must be able to lift to 15 pounds at a time.

Travel

Travel may be frequent and unpredictable, depending on client’s needs.

Required Education and Experience

• Bachelor’s degree in accounting, finance, or a related field.
• 10+ years of relevant experience.
• 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.
• Advanced degree (Master’s) or additional relevant certifications.
• Juris Doctor (JD) degree for specialty positions.

Software

• CCH Prosystem FX
• Axcess Tax
• Axcess Document
• Axcess Workstream
• Thomson Reuters Fixed Assets CS
• Checkpoint for Tax Research

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.

Compensation & Benefits

• Positive work environment: collaborative and supportive work environment where teamwork is valued.
• Attractive compensation packages: competitive and tailored to reflect the role, qualifications, and expertise of each individual.
• Comprehensive benefit package: group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off allowances.