Tax Principal

WithumSmith+Brown PC; Georgia; On-site; USD 180,000 - 260,000; Full time

Job summary

WithumSmith+Brown, PC's Tax Services Group is seeking a Tax Principal based in Houston, TX to lead market strategy, service delivery, and team growth within our tax practice. This senior role focuses on expanding priority tax clients, driving cross‑functional collaboration, and shaping differentiated tax strategies across regions, reporting to the Director of Markets.

You will drive expansion of priority tax clients, open and close opportunities in CRM, collaborate with geographic tax partners,

Qualifications

• Bachelor’s degree in Accounting or related field.
• CPA license, JD, or MS in Taxation.
• 15+ years of professional services sales experience.
• Minimum 8 years of industry experience.
• Demonstrated strategic leadership and market opportunity definition.
• Experience in process creation, modification, and team training.
• Strong verbal and written communication and presentation skills.

Responsibilities

• Acknowledge booked revenue target and drive attainment.
• Open, track, and close opportunities in CRM with closed‑won reports to the Director of Markets.
• Collaborate with geographic tax partners to position the firm for success.
• Identify and lead cross‑functional teams to pursue all aspects of key tax relationships.
• Drive expansion and penetration of priority tax clients and targets.
• Provide routine insight into the tax landscape and devise competitive strategies.
• Attract, hire, and retain top business‑development talent and train them on Withum services.
• Create and deploy common processes to ensure the tax team is positioned for success.
• Complete mid‑year and annual reviews, establishing accountability and responsibility.
• Participate in national and regional tax service line leadership.

Skills

Strategic leadership

CRM usage

Communication skills

Presentation skills

Project management

Team training

Sales process

Time management

Education

Bachelor’s Degree in Accounting

CPA license

JD

MS in Taxation

Tools

CRM software

Job description

Withum’s Tax Services Group is a team of tax specialists dedicated to ensuring accurate tax reporting and minimizing tax liabilities through strategic planning and efficient execution. The Tax Principal role, based in Houston, TX, leads market strategy, service delivery, and team growth.

Responsibilities

• Achieve booked revenue of up to a predetermined annual amount.
• Open, track, and close opportunities in CRM, providing closed‑won reports to the Director of Markets.
• Collaborate with geographic tax partners to position the firm for success.
• Identify and lead cross‑functional teams to pursue all aspects of key tax relationships.
• Drive expansion and penetration of priority tax clients and targets.
• Provide routine insight into the tax landscape and devise competitive differentiated strategies and services.
• Attract, hire, and retain top business‑development talent and train them on Withum services and positioning.
• Create and deploy common processes to ensure the tax team is positioned for success.
• Complete mid‑year and annual reviews, establishing accountability and responsibility.
• Participate in national and regional tax service line leadership, offering perspective and commentary on opportunities and challenges.

Qualifications

• Bachelor’s Degree in Accounting, CPA license, JD, or Master’s in Science in Taxation.
• Minimum 15+ years of professional services sales experience.
• Minimum 8 years of industry experience.
• Demonstrated strategic leadership and market opportunity definition.
• Experience in process creation, modification, and team training.
• Strong verbal and written communication, and presentation skills.
• Ability to organize and lead meetings with senior firm executives.
• Project management skills, including time management, multi‑tasking, and deadline adherence.
• Team orientation and a proven contribution to team productivity.
• Formal sales process deployment experience, including usage and training.

Desired Skills & Characteristics

• Leadership that sets tone and maintains accountability.
• Resourcefulness in supporting team members on strategy and tactics.
• Constructive monitoring of performance via CRM and informal methods.
• Creative problem solving and conflict resolution.
• Attention to detail and strong organizational skills.
• Outstanding verbal, written, and presentation skills.
• Exceptional relationship management and networking abilities.
• Outcome‑oriented mindset with ability to prioritize in a multi‑task environment.

Collaborates With

• West, Central, Northeast, Southeast, Midwest, Southwest offices.
• Industry leaders and national service line leaders.
• National and regional tax and service line leadership.

Equal Opportunity Employer

WithumSmith+Brown, PC is an equal‑opportunity employer that does not discriminate on the basis of race, color, creed, religion, ancestry, age, sex (including pregnancy), genetic information, marital status, domestic partnership status, familial status, sexual orientation, gender identity, citizenship status, national origin, disability, veteran status, weight, height, or any other classification protected by federal, state, or local law.