Tax Principal

620 UHY Advisors Northeast, Inc.; Irvine (CA); On-site; USD 195,000 - 276,000; Full time

Benefits offered by this job

Comprehensive benefits including group

Job summary

620 UHY Advisors Northeast, Inc. seeks a Tax Principal to lead the tax practice, drive growth, and deliver strategic advisory services to high‑level clients. You will oversee engagement quality, mentor a seasoned team, and shape innovative tax strategies.

In this role you will manage client relationships, lead meetings, coordinate deadlines, and contribute to business development. The position requires a CPA, 10+ years of tax leadership in a professional services firm, and a track record of

Qualifications

• Bachelor’s degree in accounting, finance, or related field.
• 10+ years of relevant tax experience.
• 8+ years of progressive tax leadership experience in a CPA firm.
• CPA license.
• Responsible for completing the minimum CPE credit requirement.
• Specific positions may require additional industry or specialization certifications.

Responsibilities

• Develop cutting-edge tax planning strategies leveraging industry insights and regulatory expertise.
• Provide expert guidance on tax optimization, risk management, and emerging tax trends.
• Review and oversee the preparation of tax returns to ensure accuracy, regulatory compliance, and internal quality control.

Skills

Leadership

Client relationship management

Strategic thinking

Mentoring

Education

Bachelor’s degree in accounting/finance

CPA license

Advanced degree (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.

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

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 Proficiency

• 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

Any duties, responsibilities and activities may change at any time with or without notice.

Salary Range

$195,000 to $275,500.

Benefits

Comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off allowances.