Tax Principal

Uhy Llp; Irvine (CA); On-site; USD 120,000 - 150,000; Full time

Benefits offered by this job

Comprehensive health insurance

401(k) retirement plans

Generous paid time off

Job summary

A leading tax services firm in Irvine, California is seeking a Tax Principal to lead the tax practice. This role involves developing innovative tax strategies, managing client relationships, and mentoring a team of professionals. Candidates should have a Bachelor’s degree in Accounting or Finance, a CPA license, and over a decade of relevant experience. The firm offers a competitive compensation package and a supportive work environment.

Qualifications

• 10+ years of relevant experience in tax roles.
• 8+ years of progressive tax leadership experience in a CPA firm or professional service.
• Responsible for completing minimum CPE credit requirements.

Responsibilities

• Develop tax planning strategies based on regulations.
• Review tax returns for accuracy and compliance.
• Lead and mentor a team of tax professionals.

Skills

Tax advisory

Team leadership

Business development

Education

Bachelor’s degree in accounting or finance

CPA license

Advanced degree (Master's) or additional certifications

Tools

CCH Prosystem FX

Thomson Reuters Fixed Assets CS

Job description

Tax Principal page is loaded## Tax Principallocations: Irvine, CAtime type: Full timeposted on: Posted Todayjob requisition id: JR101646# **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.# **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* Review and oversee the preparation of tax returns to ensure accuracy, compliance with regulations, 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 requiredResearch 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 trendsClient 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 goalsTeam 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 advancementProcess 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 satisfactionStrategic 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 Managing Director initiatives* 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**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 required*** 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* 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* 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.# **WHO WE ARE**UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.# **WHAT WE OFFER****POSITIVE WORK ENVIRONMENT**Enjoy a collaborative and supportive work environment where teamwork is valued.**ATTRACTIVE COMPENSATION PACKAGES**Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.**COMPREHENSIVE BENEFIT PACKAGE**Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.# **WHO WE ARE**UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.# **WHAT WE OFFER**## POSITIVE WORK ENVIRONMENTEnjoy a collaborative and supportive work environment where teamwork is valued.## ATTRACTIVE COMPENSATION PACKAGESOur compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.## COMPREHENSIVE BENEFIT PACKAGEAccess comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.