Tax Principal

HBK CPAs & Consultants; Holmdel Township (NJ); On-site; USD 120,000 - 250,000; Full time

Job summary

An established industry player is seeking a dedicated Tax Principal to lead engagements and foster client relationships. This role emphasizes strong leadership, interpersonal skills, and a commitment to excellence in financial services. As part of a dynamic team, you'll have the opportunity to influence client outcomes and contribute to the growth of a top accounting firm. If you are passionate about helping clients succeed and thrive in a supportive environment, this position is perfect for you.

Benefits

Medical Insurance

Vision Insurance

401(k)

Paid Maternity Leave

Paid Paternity Leave

Tuition Assistance

Disability Insurance

Qualifications

• Current Partner/Principal, Senior Manager, or Director aspiring to be a Principal.
• Strong leadership and interpersonal communication skills required.

Responsibilities

• Assume overall responsibility for all engagements and workflow.
• Maintain open communication with all team members and clients.

Skills

Interpersonal Communication

Leadership Skills

Accounting Software Knowledge

Time Management

Practice Development

Education

CPA

Law Degree

Tools

Various Accounting Software

Job description

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HBK is a growing Top 50 accounting firm according to Accounting Today magazine and a Top 100 registered investment advisory according to Financial Advisor Magazine. Our hundreds of collaborating professionals have created and fostered thousands of close, caring, supportive client relationships.

Growth requires talent, so we continue to seek capable, dedicated professionals in all aspects of financial services. Our recruits choose their career paths. We want you to excel in your career as part of a dynamic team, and we provide the support and the resources to help you succeed. The breadth and depth of experience we offer you is unique in the marketplace.

We are entrepreneurs working with entrepreneurs, owners working with people who are owners of small and mid-size businesses, the heartbeat of our country. We are more consultants than number crunchers, an influence in our communities as well as our clients and their finances. When we go home at night, we know we’ve made something happen for our clients. If you want a career that is all about helping people, you’re the kind of person we’re looking for. Please read on to discover if you could see yourself joining the HBK Family as a Tax Principal.

Overview

Principals are the shareholders of Hill, Barth & King LLC. Final responsibility for all HBK activities rests with them. Principals have demonstrated a high commitment to the firm, strong leadership, and effective communication. Only principals may sign the firm name or commit the firm to a particular course of action. To the extent they deem desirable, principals delegate certain functions to managers, supervisors, and others.

Hill, Barth & King LLC is an open corporation. New principals are admitted when they demonstrate the desired leadership characteristics. All individuals hired by the firm are considered potential principals.

Qualifications

• Current Partner/Principal, Senior Manager, or Director who aspires to become, and possesses the skillset to be, a Principal of a Top 50 Public Accounting Firm.
• Strong interpersonal communication, and leadership skills
• Working knowledge of various accounting software
• Excellent time management skills and the ability to work effectively with all the internal teams and clients.
• CPA or law degree required.
• Proven skill and experience in practice development

Responsibilities

• Assume overall responsibility for all engagements, staffing assignments and workflow within his or her group. This includes reviewing and signing all work before submitting it to clients.
• Display the highest degree of technical and professional competence. Demonstrate the ability to analyze financial data and draw reasonable conclusions. Display the ability to make sound business decisions.
• Maintain open communication with all members of the firm to ensure clients are served and staff are utilized in the most effective manner.
• Assume overall responsibility for all staff assigned to his or her group, including overseeing the semi-annual performance review process.
• Prepare client billings and monitor and collect receivables.
• Develop policies and procedures to increase productivity and fees without loss of morale or motivation.
• Be able to get to a client’s office and bring the documents and equipment necessary to conduct work, as needed.
• Follow firm procedures and comply with firm policies as outlined in the Human Resource Manual.
• Enhance existing client relationships and actively seek to develop new relationships with potential clients and referral sources.
• Keep the firm name before the public through speaking engagements, community involvement and participation in business, civic and professional activities. Have knowledge of all services rendered by the firm.
• Demonstrate a career-long commitment to the firm.
• Know the history of the firm and be familiar with the services that HBK provides.
• Participate in marketing and business development training sessions.
• Develop positive relationships with clients during phone conversations. Develop name recognition with clients and their personnel.
• Join at least one community, civic or business organization or trade organization.
• Participate in firm activities such as training and recruiting.
• Demonstrate a positive marketing attitude and take an active interest in other HBK team members’ marketing activities. Continue to strive for more.
• Become familiar with services provided and specialties of HBK team members.
• Become familiar with clients’ names and industries.
• Promote the firm while working at clients’ offices and while out in the community.
• While working at clients, be aware of any areas for possible expansion of services.
• Take staff, seniors, supervisors, and/or managers to prospective client meetings.
• Identify and develop areas of specialty and expertise.
• Develop relationships with client personnel that you work with and others at your level. Show an interest in their businesses, hobbies, family, etc.
• Call two clients each month, or a minimum of twelve calls per year, to keep in touch with clients, find out if there are ways the firm can improve upon servicing their account. Take the client to lunch to discuss any issues.
• Participate on external active committee(s).
• Develop outside contact with bankers and attorneys.
• Build in-depth knowledge of your key client industries, seek opportunities, join industry organizations, and develop a targeted potential client pool.
• Develop close relationships with key client personnel at all levels.
• Attain committee leadership position in organizations. Build your own name recognition as you increase the firm’s.
• Expand interpersonal and leadership skills.
• Expand marketing, communication and selling skills.
• Participate in marketing and business development training sessions.
• Develop and maintain referral sources.
• Arrange and attend multiple breakfasts/lunches/meetings monthly (outside of organization meetings).
• Send thank you cards or gifts to referral sources for their referrals.
• Represent the firm at special public events and private functions.
• Prepare a professional biography/resume of yourself to be included with proposals and promotional materials.
• Offer to speak to community groups or submit articles to local media.
• Continue to refine and promote your specialization areas.
• Network with other principals, refer business, and promote each other’s specialties.
• Provide marketing leadership to HBK staff.
• Mentor staff in building client relationships/selling services.
• Invite staff to networking events, client, and referral breakfasts/lunches.
• Prospect and bring in new business leads frequently and keep the firm informed of your activities.
• Arrange/attend several contact lunches/meetings per month (not including outside organization meetings).

HBK provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

#HBKCPA

Seniority level

• Seniority level

  Executive

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing, Finance, and Management

• Industries

  Accounting

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Tuition assistance

Disability insurance

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