Tax Principal

UHY-US; Irvine (CA); On-site; USD 195,000 - 276,000; Full time

Job summary

UHY, a premier tax services firm in Irvine, CA, seeks a Tax Principal to lead and grow the tax practice. The role shapes innovative tax strategies, guides high-level client relationships, and drives business development while managing engagement progress, budgets, and deadlines.

The ideal candidate has a CPA license, 10+ years in tax leadership, and strong ability to mentor teams. This full-time role offers a collaborative environment in a professional office setting.

Qualifications

• Bachelor's degree in accounting, finance, or related field.
• CPA license required; active status preferred.
• 10+ years of relevant experience in tax advisory or leadership roles.
• 8+ years of progressive tax leadership experience in a CPA firm or related services.
• Proficiency with tax software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research.

Responsibilities

• Develop cutting-edge tax planning strategies; leverage industry insights.
• Review and oversee tax return preparation for accuracy and compliance.
• Lead client meetings and nurture high-level client relationships.
• Mentor and guide a team of tax professionals.
• Drive process improvements in tax workflows and quality control.
• Lead business development and expand service offerings.

Skills

Leadership

Client relationships

Strategy development

Education

Bachelor's degree in accounting or finance

CPA license

Advanced degree or JD (optional)

Tools

CCH Prosystem FX

Axcess Tax

Axcess Document

Axcess Workstream

Thomson Reuters Fixed Assets CS

Checkpoint for Tax Research

Job description

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 required

Research 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 trends

Client 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 goals

Team 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 advancement

Process 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 satisfaction

Strategic 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.

For job postings in our Irvine, CA location, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity. This range considers many factors, including but not limited to a candidate’s knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $195,000 to $275,500.

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.