Tax Principal & Strategy Leader for High‑Net‑Worth Clients

Nysscpa; Syosset (NY); On-site; USD 203,000 - 248,000; Full time

Benefits offered by this job

Competitive base salary starting at $

Performance-based bonus opportunities

Health insurance

401(k) retirement plan

Paid time off and holidays

Professional development and CE

Leadership opportunity within growingF

Job summary

Harbor Accounting Group in Syosset, NY is seeking an experienced Tax Principal to lead tax engagements for closely held businesses and high-net-worth individuals. You will manage tax planning, compliance, and advisory services while guiding engagement teams and maintaining strong client relationships.

The role combines technical leadership with business development, mentoring, and innovation in tax technology to drive growth and profitability for the Tax & Advisory Services practice.

Qualifications

• Bachelor's degree in Accounting, Taxation, Finance, or related field.
• Active CPA or EA license required.
• 15+ years of progressive public accounting experience, including significant responsibility for tax engagements and client relationships.
• Strong technical knowledge of federal, state, and local taxation (partnership, S corporation, individual).
• Extensive experience serving closely held businesses, business owners, and high-net-worth individuals.
• Ability to independently manage complex client engagements and diverse portfolio.
• Experience supervising, mentoring, and developing professional staff.
• Strong client relationship management, communication, analytical, and organizational skills.
• Ability to manage multiple engagements and deadlines with exceptional client service.

Responsibilities

• Serve as the primary relationship manager for a portfolio of closely held businesses and high-net-worth individuals.
• Provide proactive federal, state, and local tax planning, consulting, and compliance services.
• Advise clients on complex tax matters, including entity structuring and succession planning.
• Develop and maintain long-term client relationships while identifying advisory opportunities.
• Collaborate with clients' management teams and professionals on tax matters.
• Provide guidance on evolving tax legislation and regulatory developments.
• Oversee the review and delivery of complex returns (individual, partnership, S corp, C corp, fiduciary).
• Lead tax planning and research initiatives with practical solutions.
• Manage multiple engagements, staffing, budgets, deadlines, and profitability.
• Ensure quality and timely deliverables in line with professional standards.
• Provide technical guidance to managers and staff on complex issues.
• Identify opportunities to improve processes, efficiency, and client service.
• Contribute to growth of Harbor Accounting Group's Tax & Advisory practice.
• Develop relationships with clients and referral sources; pursue new opportunities.
• Participate in business development, networking, and professional organizations.
• Support integration of new clients and member firms as the organization grows.
• Lead, mentor, and develop tax managers, seniors, and staff; provide feedback and career guidance.
• Delegate responsibilities and oversee engagement teams for quality and efficiency.
• Foster a collaborative, high-performing team environment.
• Champion tax technology and automation to improve engagement execution.
• Stay current on emerging technologies and industry developments affecting the profession.

Skills

Tax expertise

Client relationship management

Leadership & mentoring

Project management

Communication skills

Education

Bachelor's degree in Accounting/Taxation

Tools

ProSystem fx

Lacerte

UltraTax

Job description

Harbor Accounting Group in Syosset, NY is seeking an experienced Tax Principal to lead tax engagements for closely held businesses and high-net-worth individuals. You will manage tax planning, compliance, and advisory services while guiding engagement teams and maintaining strong client relationships.

The role combines technical leadership with business development, mentoring, and innovation in tax technology to drive growth and profitability for the Tax & Advisory Services practice.