Tax Principal

UHY LLP; Missouri; On-site; USD 180,000 - 240,000; Full time

Benefits offered by this job

Health insurance

Dental and vision coverage

401(k) retirement plans

Generous paid time off

Job summary

UHY LLP seeks a Tax Principal to drive strategic leadership of the tax practice, shaping innovative tax strategies and managing high-level client relationships. You will oversee engagements, mentor a senior team, and lead business development initiatives to elevate the firm’s market position.

The role requires extensive tax advisory experience, CPA licensure, and a record of leadership in a CPA or professional services environment. Advanced degrees or JD are preferred for specialty roles."

Qualifications

• Bachelor’s degree in accounting, finance, or a related field.
• 10+ years of relevant experience.
• CPA license.
• Advanced degrees or JD may be preferred for specialty roles.
• Specific positions may require additional certifications.

Responsibilities

• Tax Strategy and Engagement Oversight: lead cutting-edge tax planning and manage engagements.
• Research and Analysis: stay current on tax laws and apply insights to engagements and training.
• Client Communication: nurture high-level client relationships and tailor tax strategies.
• Team Collaboration: mentor and develop a seasoned tax team and promote collaboration.
• Process Improvement and Innovation: drive workflow improvements and quality control.
• Strategic Business Development: lead growth through proposals, client meetings, and initiatives.

Skills

Team leadership

Business development

Client relationship management

Strategic thinking

Proposal development

Education

Bachelor’s degree in accounting, finance, or a related field

CPA license

Master's degree (Advanced degree)

Juris Doctor (JD) degree for specialty positions

Tools

CCH Prosystem FX

Axcess Tax

Axcess Document

Axcess Workstream

Thomson Reuters Fixed Assets CS

Checkpoint for Tax Research

Job description

JOB SUMMARYAs 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 DESCRIPTIONTax Strategy and Engagement OversightDevelop cutting-edge tax planning strategies that leverage industry insights and regulatory expertiseProvide visionary insights in areas such as tax optimization, risk management, and emerging tax trendsReview and oversee the preparation of tax returns to ensure accuracy, compliance with regulations, and adherence to internal quality control standardsMonitor and manage tax filing deadlines, extensions, and other compliance requirements to avoid penalties and ensure timely submissionsManage engagement progress, budgets, and deadlines, making strategic adjustments as requiredResearch and AnalysisStay abreast of evolving tax laws, regulations, and industry developments, applying this knowledge to client engagements and internal training initiativesProvide expert guidance on complex tax scenarios, research inquiries, and emerging compliance trendsClient CommunicationFoster and nurture high-level client relationships, serving as a trusted advisor for complex tax mattersLead client meetings, understand their financial objectives, and develop tailored tax strategies that align with their goalsTeam CollaborationLead, inspire, and mentor a team of seasoned tax professionals, encouraging a culture of collaboration, growth, and excellenceProvide guidance, continuous learning opportunities, and support to facilitate the team's professional advancementProcess Improvement and InnovationLead process improvement initiatives to enhance tax workflows, methodologies, and quality control proceduresShape and execute the tax practice's strategic vision, aligning with the firm's broader goalsImplement innovations that improve efficiency, accuracy, and client satisfactionStrategic Business DevelopmentDrive the firm's business development efforts by identifying new opportunities, nurturing client leads, and expanding service offeringsPlay a key role in proposal development, client presentations, and strategic Managing Director initiativesCollaborate with executive leadership to drive projects that enhance the firm's market presence and competitive edgeSupervisory responsibilitiesWill supervise subordinate team membersWork environmentWork is conducted in a professional office environment with minimal distractionsPhysical demandsProlonged periods of sitting at a desk and performing work in front of a computer screen for long periods of timeMust be able to lift to 15 pounds at a timeTravel requiredTravel may be frequent and unpredictable, depending on client’s needsRequired education and experienceBachelor’s degree in accounting, finance, or a related field10+ years of relevant experience8+ years of progressive tax leadership experience in a CPA firm or related professional service environmentCPA licenseResponsible for completing the minimum CPE credit requirementSpecific positions may require additional industry or specialization certificationsSoftware: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax ResearchPreferred education and experienceAdvanced degree (Master's) or additional relevant certificationsJuris Doctor (JD) degree for specialty positionsOther dutiesPlease 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 AREUHY 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 OFFERPOSITIVE 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.