Tax Principal – Signing Director

Jobtailor; New Jersey; On-site; USD 150,000 - 230,000; Full time

Job summary

Jobtailor is seeking an experienced tax professional to lead client relationships and deliver high-level tax planning and consulting services. The role requires extensive public accounting exposure, CPA licensure, and a track record in business development within a professional services environment.

Responsibilities include managing a client book, reviewing engagement letters and tax returns, mentoring staff, and keeping abreast of changing tax laws to ensure accurate, compliant client

Qualifications

• CPA licensure required; JD or EA may be accepted in lieu of CPA.
• Bachelor's or Master's in Accounting, Taxation or related field; 10+ years of public accounting experience in a tax role.

Responsibilities

• Develop client relationships by delivering tax planning and consulting services.
• Understand clients' businesses and deliver firm services to meet their needs.
• Assume full responsibility for all services for clients in a book of business.
• Review and sign engagement letters.
• Discuss assignment nature and terms with clients and staff.
• Approve fees.
• Review and approve work papers and tax returns prepared by staff.
• Review and sign client deliverables.
• Keep current on tax law changes.
• Provide consultation services and technical expertise to clients and CLA professionals.
• Strengthen existing client relationships.
• Develop new business.
• Mentor team members.

Skills

Tax Planning

Client Relationship Management

Public Accounting Experience

CPA Licensure

Business Development

Education

Bachelor's or Master's in Accounting, Taxation or related field

JD or EA may be accepted in lieu of CPA

Tools

Engagement Letter Review

Work Paper Review

Tax Return Approval

Tax Law Knowledge

Job description

• Develop client relationships by delivering tax planning and consulting services
• Understand clients' businesses and deliver firm services to meet their needs
• Assume full responsibility for all services for clients in a book of business
• Review and sign engagement letters
• Discuss assignment nature and terms with clients and staff
• Approve fees
• Review and approve work papers and tax returns prepared by staff
• Review and sign client deliverables
• Keep current on tax law changes
• Provide consultation services and technical expertise to clients and CLA professionals
• Strengthen existing client relationships
• Develop new business
• Mentor team members

Requirements

• Bachelor's or Master's in Accounting, Taxation or related field
• Current CPA licensure required; JD or EA may be accepted in lieu of CPA
• 10+ years of public accounting experience in a tax role with a public accounting and/or professional services firm

Core Competencies

Demonstrates expertise in tax planning and consulting, with a strong focus on client relationship management and business development. Holds a CPA license and possesses extensive public accounting experience, ensuring compliance with current tax laws and regulations.

Highest-signal resume keywords

• Tax Planning
• Client Relationship Management
• Public Accounting Experience
• CPA Licensure
• Business Development

ATS Optimization Keywords

Hard Skills

• Tax Consulting
• Tax Law Knowledge
• Engagement Letter Review
• Work Paper Review
• Tax Return Approval

Soft Skills

• Mentoring
• Communication
• Client Engagement

Certifications & Qualifications

• CPA
• JD
• EA

Industry Keywords

• Public Accounting
• Professional Services
• Taxation
• Client Deliverables
• Business Development