Tax Principal

UHY-US; Des Moines (IA); On-site; USD 180,000 - 280,000; Full time

Benefits offered by this job

Bonus potential

Health insurance

401(k) plan

Job summary

UHY-US is seeking a Tax Principal to lead our tax practice, shape innovative strategies, and manage high-level client engagements from Des Moines. The role demands a CPA with 10+ years in tax leadership, strong client-facing skills, and the ability to mentor staff while driving growth.

You will oversee tax strategy, compliance, and risk management, while collaborating with executives on strategic initiatives and firm-wide objectives. Travel may be required.

Qualifications

• Bachelor’s degree in accounting or finance required.
• CPA license required; 10+ years of relevant experience.
• 8+ years of progressive tax leadership experience in a CPA firm or related professional service environment.

Responsibilities

• Lead tax strategy and engagement oversight for major clients.
• Develop tax planning strategies using industry insights and regulatory expertise.
• Review and oversee the preparation of tax returns for accuracy and regulatory compliance.
• Monitor tax filing deadlines, extensions, and other compliance requirements.
• Manage engagement progress, budgets, and deadlines; adjust as needed.
• Provide guidance on complex tax scenarios and evolving compliance trends.
• Foster high-level client relationships and lead client meetings.
• Mentor and develop a team of tax professionals; promote growth and excellence.
• Lead process improvements to enhance tax workflows and quality control.
• Drive business development and collaborate with executive leadership; support proposals.
• Travel may be frequent as client needs dictate.

Skills

Tax leadership

Client relationship mgmt

Strategic planning

Team mentorship

Tax research

Project management

Education

Bachelor’s degree in accounting/finance

CPA license

Master’s degree (preferred)

Tools

CCH Prosystem FX

Axcess Tax

Thomson Reuters Checkpoint

Job description

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.

Job Description

Tax Strategy and Engagement Oversight

• Develop cutting-edge tax planning strategies that leverage industry insights and regulatory expertise
• Provide visionary insights in areas such as tax optimization, risk management, and emerging tax trends
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• Review and oversee the preparation of tax returns to ensure accuracy, compliance with regulations, and adherence to internal quality control standards
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• Monitor and manage tax filing deadlines, extensions, and other compliance requirements to avoid penalties and ensure timely submissions
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• 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
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• 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
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• Lead client meetings, understand their financial objectives, and develop tailored tax strategies that align with their goals
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• Lead, inspire, and mentor a team of seasoned tax professionals, encouraging a culture of collaboration, growth, and excellence
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• 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
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• Shape and execute the tax practice's strategic vision, aligning with the firm's broader goals
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• 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
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• Play a key role in proposal development, client presentations, and strategic Managing Director initiatives
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• Collaborate with executive leadership to drive projects that enhance the firm's market presence and competitive edge

Supervisory responsibilities

• Will supervise subordinate team members

Work environment

• Work is conducted in a professional office environment with minimal distractions
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• Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
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• Must be able to lift to 15 pounds at a time
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• 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
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• CPA license
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• Responsible for completing the minimum CPE credit requirement
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• Specific positions may require additional industry or specialization certifications
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• Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research

Preferred education and experience

• Advanced degree (Master's) or additional relevant certifications
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• Juris Doctor (JD) degree for specialty positions

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.