Principal Tax Manager

Principal – Tax & Advisory | Leadership Opportunity

Are you a seasoned tax professional ready to step into a role where leadership, advisory excellence, and strategic impact converge?

As a
Principal
, you set the tone for excellence, embody the firm's values, and help shape the culture and future growth of the organization—redefining what integrated financial planning looks like.

What You'll Do

• Lead and review tax engagements for individuals, passthrough entities, and trusts with accuracy and insight.

• Serve as a trusted advisor—anticipating client needs, identifying opportunities, and delivering proactive planning.

• Partner with tax, accounting, and wealth teams to provide holistic, integrated client solutions.

• Work with office leadership to identify opportunities, streamline operations, and implement effective change across multiple locations.

• Coach, mentor, and develop team members to support professional and personal growth.

• Identify and drive business development opportunities through referrals, networking, and community involvement.

• Reallocate work across teams to manage workloads, deadlines, and organizational capacity.

• Communicate with clarity, professionalism, and care when addressing internal and external challenges.

• Stay current on evolving tax laws, GAAP, and emerging planning strategies.

What You Bring

• CPA or EA required; Bachelor's in Accounting or related field required. Master's in Accounting/Tax preferred.

• 10+ years of progressive public accounting experience, including leadership responsibility.

• Advanced expertise in individual and passthrough taxation and strategic planning.

• Proven business development and client relationship management success.

• Strong understanding of GAAP, federal, and multi-state tax regulations.

• Exceptional communication skills and the ability to translate complex issues into clear client guidance.

• Project management and team mentoring experience.

• Preferred experience with CCH Axcess, Engagement, and related tax software.

• Commitment to collaboration, continuous learning, and innovation.

Why Join This Firm?

•
Strong Culture:
A collaborative environment rooted in service, respect, and ongoing improvement.

•
Professional Development:
Access to continuing education, peer resources, and leadership development.

•
Meaningful Impact:
Opportunity to shape the firm's growth, processes, and client experience.

•
Innovative Environment:
Your insights matter—this team encourages new ideas and forward thinking.

Comprehensive Benefits

• Flexible PTO

• 401(k) with company match

• Multiple medical plan options

• Dental & vision insurance

• Disability & life insurance

• HSA and FSA options

• Employee Assistance Program (EAP)

Work Environment

• Full-time role

• In-office with one preset remote day per week

• Monday–Friday, 8:00 AM – 4:30 PM

If you're a strategic tax leader who thrives in a collaborative, growth-oriented environment—and you're ready to contribute to a firm redefining integrated financial planning—I'd love to connect.

Message me directly or apply to start a confidential conversation.