Ready to step into a true leadership role with a defined path instead of waiting years for partnership? This is an opportunity to inherit established client relationships, influence firm strategy, and help shape the future of a modern, technology-driven CPA practice.
Managing Tax Principal
Salary: $175,000-$215,000 Base + Incentive Opportunity
Location: 100% Onsite. Open to candidates within a reasonable commute range of company headquarters.
Location: 100% Onsite. Open to candidates within a reasonable commute range of company headquarters.
Why This Opportunity Stands Out:
• Step into a Managing Tax Principal position with immediate influence over key client relationships and firm direction.
• Pursue a clearly defined ownership path with earned equity opportunities.
• Join a financially healthy and growing firm.
• Focus on high-level advisory work, tax strategy, and business planning rather than being buried in routine preparation.
• Help drive technology adoption, AI initiatives, and modern client service strategies.
• Inherit long-standing client relationships and receive transition support from an outgoing leader.
• Gain visibility and leadership exposure as the Managing Tax Principal responsible for shaping future growth.
• Build your long-term legacy as a Managing Tax Principal while mentoring staff and influencing firm strategy.
• Pursue a clearly defined ownership path with earned equity opportunities.
• Join a financially healthy and growing firm.
• Focus on high-level advisory work, tax strategy, and business planning rather than being buried in routine preparation.
• Help drive technology adoption, AI initiatives, and modern client service strategies.
• Inherit long-standing client relationships and receive transition support from an outgoing leader.
• Gain visibility and leadership exposure as the Managing Tax Principal responsible for shaping future growth.
• Build your long-term legacy as a Managing Tax Principal while mentoring staff and influencing firm strategy.
Key Responsibilities for the Managing Tax Principal:
• Transition and strengthen key client relationships from the outgoing principal.
• Lead tax planning, tax projections, financial analysis, and advisory engagements.
• Serve as a trusted advisor to closely held, family-owned, and multigenerational businesses.
• Review complex tax matters and provide senior-level technical guidance.
• Partner with leadership to improve operations, client service delivery, and growth initiatives.
• Support the firm’s technology evolution and AI-driven process improvements.
• Lead tax planning, tax projections, financial analysis, and advisory engagements.
• Serve as a trusted advisor to closely held, family-owned, and multigenerational businesses.
• Review complex tax matters and provide senior-level technical guidance.
• Partner with leadership to improve operations, client service delivery, and growth initiatives.
• Support the firm’s technology evolution and AI-driven process improvements.
Qualifications for the Managing Tax Principal – Tax & Financial Advisory:
• Active CPA license required.
• 15+ years of public accounting experience.
• Strong expertise in tax planning, business taxation, financial analysis, and client advisory services.
• Experience working with privately held businesses and family-owned companies.
• 15+ years of public accounting experience.
• Strong expertise in tax planning, business taxation, financial analysis, and client advisory services.
• Experience working with privately held businesses and family-owned companies.
The ideal Managing Tax Principal is a seasoned CPA leader ready to take ownership of meaningful client relationships while helping modernize a respected public accounting practice. This Managing Tax Principal opportunity offers the authority, visibility, and advancement potential often unavailable in larger firms. If you’re an accomplished professional seeking a Managing Tax Principal role with genuine leadership influence, long-term equity potential, and the ability to shape the future of a growing practice, this Managing Tax Principal position deserves a confidential conversation.
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