Tax Principal

Whitman Advisory Job Community; Delaware; In loco; USD 200.000 - 300.000; Tempo pieno

Descrizione del lavoro

Whitman Advisory Job Community in Delaware is seeking a Tax Principal to lead complex engagements and help grow its tax practice. This opportunity targets an experienced Senior Tax Manager, Director, or Principal ready for firm leadership and a potential Partner track.

The ideal candidate will be a tax generalist and trusted advisor with extensive experience serving closely held businesses, owners, individuals, and organizations.

Competenze

• CPA certification required and 15+ years of public accounting tax experience preferred.
• Senior Tax Manager, Director, Principal, or Partner level experience.
• Strong ability to advise sophisticated business owners and clients.

Mansioni

• Lead complex tax engagements and provide high-level technical oversight.
• Advise business owners, individuals, and organizations on sophisticated tax planning and compliance matters.
• Review complex federal, state, and local tax returns.
• Provide tax planning, projections, research, and consulting services.
• Advise clients on business structure, transactions, succession planning, and other tax-sensitive decisions.
• Serve as a senior-level relationship manager for key clients.
• Develop and maintain strong, long-term client relationships.
• Identify opportunities to expand existing client relationships and cross-sell appropriate accounting and advisory services.
• Participate actively in business development, networking, referrals, and community involvement.
• Mentor and develop Tax Managers, Seniors, and other tax professionals.
• Collaborate with accounting and advisory professionals to provide integrated client solutions.
• Monitor changes in tax legislation and assess their impact on clients.
• Participate in firm strategy and practice-development initiatives.

Conoscenze

Tax leadership

Client relationship management

Business development

Mentoring

Technical tax expertise

Tax planning

Formazione

CPA required

Descrizione del lavoro

Compensation: $200,000–$300,000, depending on experience and seniority

About the Opportunity

An established accounting and advisory firm is seeking a Tax Principal to join its Delaware office and play a significant role in the continued growth of its tax practice.

This opportunity is designed for an experienced Senior Tax Manager, Director, or Principal-level tax professional who is ready to take the next step toward firm leadership and a potential Partner track.

The ideal candidate will be a strong tax generalist and trusted advisor with extensive experience working with closely held businesses, business owners, individuals, and organizations across a range of industries.

This is not a role limited to return review. The Principal will have the opportunity to combine technical tax expertise, client advisory work, relationship development, and business development while working closely with the leadership of the Delaware office.

Key Responsibilities

• Lead complex tax engagements and provide high-level technical oversight.


• Advise business owners, individuals, and organizations on sophisticated tax planning and compliance matters.


• Review complex federal, state, and local tax returns.


• Provide tax planning, projections, research, and consulting services.


• Advise clients on business structure, transactions, succession planning, and other tax-sensitive decisions.


• Serve as a senior-level relationship manager for key clients.


• Develop and maintain strong, long-term client relationships.


• Identify opportunities to expand existing client relationships and cross-sell appropriate accounting and advisory services.


• Participate actively in business development, networking, referrals, and community involvement.


• Help develop new client relationships and contribute to the growth of the Delaware tax practice.


• Mentor and develop Tax Managers, Seniors, and other tax professionals.


• Assist with complex tax issues and serve as a technical resource for the broader team.


• Collaborate with accounting and advisory professionals to provide integrated client solutions.


• Monitor changes in tax legislation and assess their impact on clients.


• Participate in firm strategy and practice-development initiatives.

Industry Experience

The practice serves a broad range of clients, so the successful candidate should be comfortable acting as a generalist rather than a narrowly specialized tax professional.

Relevant industry experience may include:

• Manufacturing & Distribution


• Nonprofit Organizations


• Government


• Professional services


• Closely held and family-owned businesses

The firm's tax practice works with businesses of different sizes and structures, including partnerships, LLCs, S corporations, C corporations, and related entities.

Qualifications

• CPA required.


• 15+ years of public accounting tax experience preferred.


• Current or recent experience at the Senior Tax Manager, Director, Principal, or Partner level.


• Extensive experience with federal and state taxation.


• Strong background in both individual and business tax.


• Excellent technical tax and research capabilities.


• Demonstrated ability to advise sophisticated business owners and clients.


• Strong client relationship and communication skills.


• Proven business-development and networking capabilities.


• Leadership and mentoring experience.


• Ability to work across multiple industries and tax engagements.


• Comfortable working in a fully onsite, collaborative office environment.

This position is particularly suited to a Senior Manager or Director who wants a clear path toward partnership.

An existing book of business is not required. The firm is interested in candidates who can demonstrate strong technical tax capabilities, client leadership, relationship development, and the ability to contribute to future practice growth.

Compensation

$200,000–$300,000, depending on seniority, technical expertise, client-facing experience, and business-development capabilities.

The higher end of the range would be appropriate for candidates bringing substantial leadership experience and a demonstrated ability to contribute to the growth of the tax practice.